slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 301-330
Pages 355
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Component
301-330 of 10,645
53
Uses a red flag icon to signal warning/risk.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg5 hits
20
The slide uses a testimonial/expert interview format to validate the activist thesis.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter5 hits
82
Uses a 'villain' critique style to highlight management's misleading communication.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 5 hits
59
The slide uses direct quotes to frame Align as an antagonist to its own customer base.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)5 hits
74
The slide uses a series of callout boxes to present anecdotal evidence supporting the thesis that Align Technology faces a competitive threat.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)5 hits
29
Uses a grid layout to pair expert/source labels with their respective critical quotes.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle5 hits
39
The slide highlights that Stryker achieved growth without new products, contradicting the narrative that new product launches are the primary driver of sales.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 5 hits
26
The slide uses a callout-style layout to contrast executive statements with the premise of 'dodgy' disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)5 hits
49
The slide uses a callout-style layout to present multiple distinct quotes from a single source.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)5 hits
36
The slide uses a series of testimonials from neurosurgeons to undermine the 'bull case' that Penumbra's market share is secure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction5 hits
62
Uses a side-by-side comparison of quotes to expose management inconsistency.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
19
Uses direct quotes from a regulatory filing to highlight a conflict between the FTC's stated goals and the actual market outcome.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle5 hits
21
Uses a numbered callout system to map the flow of a specific Q&A exchange.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle5 hits
53
The slide uses expert testimony to undermine the viability of the company's product by highlighting technical limitations (barrier properties, shelf life).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 5 hits
52
Uses expert testimony from Tegus to frame Credit Karma as a cyclical 'digital direct mail' business.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 5 hits
21
The slide uses red text to highlight specific defensive claims made by the recruiter.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment5 hits
87
The slide uses a series of pull-quotes to build a case against the company's product viability.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees5 hits
48
Uses authority bias to validate the refranchising thesis.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction5 hits
74
The slide uses external validation (testimonials) to build a case against the current leadership.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution5 hits
10
The slide uses a grid of quotes to build a narrative of board failure.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor Beat · Expose Contradiction5 hits
19
The slide uses a grid of quote boxes to build credibility for the proposed transaction.Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence5 hits
08
The slide uses the 'ceo-quote-contradiction' framework to set up a contrast between management's self-assessment and the activist's thesis.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · Problem (Identify pain)5 hits
15
The slide is designed to be juxtaposed with future slides showing poor performance metrics to highlight a disconnect between management's narrative and reality.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · The Monster5 hits
44
Uses a timeline structure to highlight the contradiction between previous claims of having the 'right team' and the subsequent hiring of a new COO.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution5 hits
83
The slide uses quotes from STB filings to establish a record of NS's own past statements regarding the strategic importance of the Meridian Speedway.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution5 hits
84
The slide uses a 'ripped paper' aesthetic for the quote boxes.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution5 hits
06
The slide uses expert testimony to challenge the company's reported revenue composition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment5 hits
08
Uses a grid of pull-quotes to establish external validation for the activist's thesis.Kao Corporation (4452) · Oasis
Activist deck Activist investor Loop · Logic Chain5 hits
05
The slide uses a series of pull-quotes to establish credibility and social proof for the activist slate.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto and James Chadwick
Shareholder letter Activist investor Beat · DesireLoop · Before After5 hits
58
Uses testimonials to support the thesis of poor leadership and high turnover.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory5 hits