anlak storytelling
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slides · global inventory

Paragraph

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

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Matching slides 118,471
Current window 33,871-33,900
Pages 3,950
Rows per page 30
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18 30 60

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33,871-33,900 of 118,471

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16
The slide uses a legal citation to build a case of negligence or complicity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
19
Uses red arrows to connect entities across different source documents (PwC analysis, Idaho Secretary of State, and court filings).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
20
The slide uses a narrative structure to expose historical accounting fraud and link it to the current target company.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
29
The slide uses a 'gotcha' approach by leveraging a public employee review to reverse-engineer revenue figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
30
Uses Indeed.com reviews and Florida Department of Health screenshots to build a case of regulatory non-compliance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
39
Uses a combination of analyst commentary and direct quotes from company filings to expose a potential inconsistency in reported performance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
50
Uses a combination of news reporting and photographic evidence to highlight a strategic operational contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
56
Uses a timeline-like flow to show the progression from initial claim to financial modeling to actual results.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
69
Uses a quote-based structure to highlight management's potential deception regarding vendor dependencies.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
72
Uses excerpts from 10-K filings to contrast accounting policies.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
74
Uses a red arrow to visually connect the rebate figure in the text to the operating income figure in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
76
The slide uses a table to contrast revenue/inventory growth against rebate growth, pointing to a specific supplier (Merial) as the potential source of the anomaly.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
77
The slide uses a direct excerpt from a company filing to demonstrate accounting manipulation or incompetence.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
79
Uses a combination of narrative text, a direct quote, and a press release snippet to build a case of corporate collusion.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
80
Uses excerpts from legal documents to build a narrative of anti-competitive behavior.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
81
Uses callout boxes to highlight specific quotes from earnings calls to support the thesis that the intermediary model is becoming obsolete.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
86
The slide uses a snippet from a 10-K and a table from the cash flow statement to highlight the accounting treatment.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
28
Uses a timeline to show declining sales/deal value ratios over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
32
Uses a table to show declining inventory-to-backlog ratios and highlights missing 2018 data with '????'.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
38
Uses a 'Really?' callout to highlight the contradiction between past remediation claims and current audit status.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
42
Includes a screenshot of a Sumzero investment post and excerpts from SEC press releases.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
70
The slide uses a flow diagram to show the movement of assets (cars, receivables, cash, notes) between parties, and includes a direct excerpt from the CVNA S-1 filing to substantiate the conflict of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
72
The slide uses a comparison table and document excerpts to contrast MPSA (Ally) and MTA (Trust) agreements.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
74
Uses news clippings to establish a timeline of Ally's financial commitment to DriveTime followed by the departure of Tim Russi.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
78
The slide uses a stacked bar chart to compare reported GPU against adjusted scenarios to highlight the impact of specific accounting choices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem2 hits
85
The slide uses a 'villain critique' approach by aggregating historical legal documents to establish a pattern of behavior.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
94
The slide uses a table to expose a contradiction in how different analyst sectors value the same company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
97
The slide uses a 'bull vs. bear' framing to systematically dismantle the investment thesis for Carvana.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits