slides · global inventory
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Matching slides 118,471
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Pages 3,950
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33,961-33,990 of 118,471
07
The slide uses a dense, text-heavy format typical of activist short reports to build a multi-faceted argument against the company's valuation.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
11
Includes a screenshot of an FDA database search and a bar chart showing the acceleration of approvals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
15
Uses a 'Then vs Now' structure to establish a pattern of behavior by the management team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
24
Includes a table detailing treatment stages (1-3) against various dental correction metrics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
01
The imagery depicts a burning laundry facility with rats, visually reinforcing the 'bad business practices' thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
14
Uses a 'before-after' or 'contradiction' framing to undermine the company's stated business strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
56
Uses a red flag icon to highlight the discrepancy in EPS reporting for incentive plans.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
68
Includes a direct quote/excerpt from a Moody's credit report.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
23
Uses a direct quote from a Dropbox CFO to contrast with survey findings.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
24
Uses customer feedback to contradict management's growth strategy.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
12
Uses a combination of a Bloomberg ownership table and a historical SEC litigation release to frame the company's investor base negatively.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
30
Uses a before-after style comparison of two documents to highlight a discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
32
Uses a 'quote vs. reality' structure to highlight management hypocrisy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
36
The slide uses a table to highlight a specific line item (Right-of-Use Asset Depreciation) as a questionable add-back.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
37
The slide uses a bar chart to compare reported FCF vs. Spruce Point's adjusted FCF, highlighting the discrepancy caused by restricted cash accounting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
40
Includes two charts showing financial health (FCF, Net Debt) and two charts showing valuation multiples (Price/Sales, EV/Sales).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
06
The slide uses a table to contrast management's reported organic growth with the activist's adjusted estimate.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
08
Uses a combination of a stacked bar chart for location composition and a grouped bar chart for growth rate comparison to highlight the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
17
The slide uses a red-bordered table to highlight the 'Spruce Point Estimate' which contradicts management's claims.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
19
Uses a stacked bar chart to show location exclusion and a grouped bar chart to show the impact of adjusting growth figures.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
24
Uses SEC filing excerpts and proxy statements to highlight the lack of traditional financial qualifications for the CFO role.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
35
Uses a callout box to bridge the gap between the two tables, highlighting the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
41
Includes a Bloomberg terminal screenshot showing historical EV/EBITDA expansion.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
22
Uses a 'before-after' or 'contradiction' framing to highlight management failure to execute stated strategy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
41
Uses a comparison table to draw parallels between two acquisitions to suggest a negative outcome for the second.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
55
The slide uses a process flow diagram to explain the dealer model and potential financial risks.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
Uses a 'quote-and-rebut' structure to highlight a contradiction between sell-side optimism and activist skepticism.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
69
Uses a precedent (Home Capital Group) to argue that CDIC insurance does not prevent bank runs.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
90
Uses red callout boxes to highlight the contradiction between the press release and the shareholder report.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
Uses red callouts to connect proxy statement text to the lack of clawback coverage for long-term incentives.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits