slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 3,121-3,150
Pages 10,128
Rows per page 30
Component
3,121-3,150 of 303,834
01
The visual metaphor of rocket engines hanging in a warehouse suggests industrial failure or stagnation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call3 hits
45
The slide contrasts the 2018 incentive structure (price-based) with the 2017 structure (financial metric-based).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
15
The slide uses a comparison frame to establish the technological advantage of CGMs over traditional methods.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster3 hits
01
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call3 hits
13
This is a classic activist short thesis slide, using bold headers to categorize arguments into business model critique and accounting/governance concerns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
79
Uses a 'Carvana 101' vs 'CVNA Q3 FY 2018 10-Q' structure to juxtapose management claims against official filings.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem3 hits
76
The slide uses a side-by-side comparison of two regulatory filing excerpts to demonstrate the removal of the 'long-term' qualifier.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster3 hits
05
This is a short-seller research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster3 hits
40
Uses a red arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory3 hits
01
Includes a visual metaphor of a rat on the shelf, suggesting a negative outlook.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 3 hits
01
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)3 hits
27
Uses direct quotes from SEC filings to highlight management's inconsistency.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction3 hits
01
The slide uses a smartphone mockup to frame the report, featuring icons related to gambling, legal issues, and VIE structures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Hook3 hits
03
The slide serves as a credibility-building appendix, highlighting the firm's history and past successful activist campaigns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 3 hits
14
The slide uses bolding and underlining to emphasize accounting concerns and negative outlooks.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
01
The slide uses a visual metaphor of a person being buried in concrete to imply financial wrongdoing.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes3 hits
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal3 hits
01
The visual theme uses a digital circuit board motif with a central red globe, suggesting systemic risk or global connectivity issues.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
13
The slide uses a classic 'What they say vs. What we think' structure to undermine the bull case.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 3 hits
15
Uses a contrast-pairs framework to dismantle specific analyst claims.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 3 hits
18
Uses a contrast-pairs framework to set up a future rebuttal of the company's and analysts' claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
22
Uses a 'before-after' style juxtaposition to highlight hypocrisy/fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
10
Kerrisdale Capital research note criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
16
The slide uses a combination of anecdotal evidence from former employees and a critique of the company's algorithmic business model to build a bearish case.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle3 hits
08
Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
09
The slide uses a 'preempt_rebuttal' structure to address three distinct bear theses: recession sensitivity, AI obsolescence, and credit quality.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication3 hits
11
The slide uses a narrative approach to expose potential conflicts of interest and regulatory red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction3 hits
13
Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits