slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 33,781-33,810
Pages 3,950
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33,781-33,810 of 118,471
05
Uses a vertical list of five key arguments (the 'arrows' structure) to frame the short thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment2 hits
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
12
The slide uses a Bloomberg terminal screenshot as the primary evidence to correlate specific corporate events with share price decline.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
17
Uses a 'before-after' style comparison of press releases and website content to imply a cover-up.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle2 hits
18
Uses a 'before-after' style comparison of regulatory risk disclosures to imply hidden business risks.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle2 hits
22
The slide uses a rhetorical question to cast doubt on the company's transparency and relationship status with government entities.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
07
The slide is structured as a two-part argument: accounting/operational concerns followed by valuation concerns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
13
The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
14
Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
21
Includes a line chart showing wage growth vs inflation and a bar chart showing EBITDA margin sensitivity to labor cost hikes.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
26
The table quantifies the revenue benefit Dollarama received from specific competitor store closures between 2015 and 2018.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
29
The slide uses a red border to highlight Dollarama's row in the table.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
32
The slide uses a table to compare implied lease terms and calculates the impact on EBIT if schedules were aligned.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
33
The slide uses a combination of historical debt analysis and peer benchmarking to highlight financial mismanagement.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
34
Uses two tables to demonstrate financial inconsistencies; includes a callout box questioning management's transparency.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
35
The table highlights that peers (DLTR, BIG, DG, FDO) report store closures, while Dollarama does not. The slide uses this to frame management's lack of transparency as a red flag.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
36
Uses visual evidence (maps and photos) to contrast old and new store locations in Huntsville and Ste-Agathe-Des-Monts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
40
Uses a combination of text excerpts from proxy filings and a table showing top tenants to prove the materiality of the relationship.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
41
Uses a historical lineage diagram to frame the CEO as a product of nepotism rather than merit.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
44
The slide uses a dual-table layout to juxtapose corporate capital allocation (buybacks) against individual insider behavior (selling).Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
48
Uses a 'mature business' valuation framework to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
27
The slide uses direct quotes to build credibility for the activist thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)2 hits
42
Includes a callout box highlighting the discrepancy and a table showing pro-forma adjustments.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown2 hits
53
Includes a quote from a former CFO to support the argument that historical spending was maintenance-heavy.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
55
Uses a scatter plot to show price vs resolution and a line chart to show declining cost trends over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
60
The slide uses a Q&A excerpt to frame the company's strategic review as a sign of failure, leading to the impairment thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
20
Includes a quote from Noodle Partners to reinforce the argument that traditional OPMs are desperate to maintain their high-margin contracts.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
19
Uses a red circle annotation to draw attention to the specific date of resignation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
32
Includes a red circle annotation highlighting the connection between Wuxi Jianguo and Wuxi Yilumi.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
52
Uses a side-by-side comparison of primary source text and analyst interpretation to expose management's pivot away from organic growth.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits