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slides · global inventory

Problem Agitate Solution Problem Identify Pain

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 3,748
Current window 2,281-2,310
Pages 125
Rows per page 30
Beat: Problem Agitate Solution Problem Identify Painclear collectionreset all
18 30 60

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2,281-2,310 of 3,748

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06
The slide explicitly references a 'Porter's Five Forces Analysis' in the sub-header.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
This is a classic activist short-thesis slide, focusing on 'accounting manipulation' and 'misleading metrics'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
The slide uses a 'villain' narrative by linking management to past corporate scandals (Enron, Spark Energy, Fletcher International).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
09
Uses a direct quote from a customer service representative to undermine the company's stated business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a classic activist short-seller structure: thesis statement, governance critique, and a list of 'headwinds' to justify the valuation downside.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
This is a classic activist short thesis slide, focusing on 'financial strain' and 'accounting manipulation'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses a structured list format to present multiple pillars of an activist short thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a matrix-like structure to compare business segments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The table demonstrates the impact of adding back unfunded pension, operating leases, and environmental liabilities to the enterprise value.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a callout box to frame the narrative and annotations to link specific negative events to the stock price history.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide uses a red box to highlight the FY 2020E column, emphasizing the discrepancy between reported and adjusted figures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
01
Slide 1
The image uses visual metaphor (rats in a dental office) to imply a negative/unclean situation, typical of activist short-seller decks.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
02
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short calls.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
Uses a checkmark-based comparison table to establish a pattern of failure.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
The slide uses a dense, text-heavy format typical of activist short reports to build a multi-faceted argument against the company's valuation.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
The slide uses bolded headers for each of the five key arguments.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
09
This is a classic 'red flag' checklist used by activist short sellers to build a narrative of decline.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide uses a contrast-pairs framework to systematically dismantle the bull thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
01
Slide 1
The slide uses visual metaphor (rotten food, rats, cockroaches) to frame the target company as toxic.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
02
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
03
The slide uses a precedent table to establish credibility and track record.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
04
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
05
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
03
LHC Group, Inc. (LHCG)LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
This is the primary thesis slide for the deck, summarizing the forensic accounting arguments regarding the Almost Family (AFAM) acquisition.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
Uses a classic 'Street vs. Reality' comparison framework common in activist short reports.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit