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Problem Agitate Solution Problem Identify Pain
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2,311-2,340 of 3,748
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The slide uses a satirical visual metaphor (clown, 'SELL' signs, 'Mr. Irrelevant' reference) to frame the target company negatively.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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Genius Sports Limited (GENI)Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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Genius Sports Limited (GENI)Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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The slide uses a comparative table structure to establish credibility through past performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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The slide uses a comparison table to establish credibility by showcasing past successful activist interventions.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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Genius Sports Limited (GENI)Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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This is a classic activist short-seller deck slide, combining a strong headline with a dense narrative summary and supporting bullet points.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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The slide uses a visual metaphor of rats and skull-and-crossbones symbols to imply that the company is ignoring significant risks.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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This is a standard CSR/philanthropy slide often found in activist short reports to build goodwill or contrast with the 'villain' company.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses a 'precedent_table' structure to establish credibility by highlighting past successful short-selling or activist campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses a precedent table to establish credibility by showing past successful short campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses a structured table format to present four distinct pillars of the short thesis, each linked to supporting slides.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses a structured table format to map specific allegations to supporting evidence in other parts of the deck.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses a red box to highlight the calculated 'Organic EBIT Decline' of ($22.8m).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a bearish thesis to justify a significant price target reduction based on normalized financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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Standard Spruce Point Capital Management branding.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a two-column layout for the bottom section to detail specific pillars of the thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a sidebar-body layout to present four distinct pillars of the short thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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Spruce Point Capital Management branding (pine tree logo).Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a red flag icon to draw attention to a list of governance and accounting concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses a narrative-heavy approach to build a case against the company's management and operational health.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem1 hit
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This is a research note cover/summary page from Wolfpack Research.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem1 hit
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This page is a continuation of a research note, focusing on specific financial liabilities and asset quality issues.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem1 hit
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The slide argues that retail investors are being sold risky, unsecured debt by the company's own financial advisers.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem1 hit
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The slide uses a combination of a bar chart to show cash depletion and a table to detail specific high-risk loan exposures.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem1 hit