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 34,021-34,050
Pages 3,950
Rows per page 30
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34,021-34,050 of 118,471
01
The slide uses visual metaphor (clown, rats, cracked foundation) to frame the company as a fraud or failing entity.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 2 hits
07
Uses a red flag icon and a 'HUH?' callout to emphasize the contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
09
Uses a red flag icon to signal danger/fraud risk.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
01
The imagery of a flying pig and a sun explosion is a metaphorical critique of the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
09
Uses a direct quote from a customer service representative to undermine the company's stated business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)2 hits
21
Uses a red question mark and arrows to visually link the CEO's official bio to the omitted Enron experience.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
25
Includes two charts: a dual-axis combo chart showing capacity vs price, and a simple line chart showing cost drop for a 6kW system.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
26
Uses a comparison frame to illustrate the structural threat to the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
29
Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
31
Uses quotes from the Wall Street Journal to validate the thesis that the leasing business model is in a 'vicious cycle'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
41
Uses a 'villain' (SunPower) to frame the competitive threat to the subject company (Sunnova).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
46
Includes a direct quote from a Green Tech Media article to substantiate the claim of partnership.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
48
The slide uses a series of news clippings and bulleted summaries to build a case against the company's business ethics.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
49
Uses a 'before-after' or 'precedent' style to contrast Sungevity's 2016 pitch with its 2017 bankruptcy and 2020 layoffs.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
The slide uses a screenshot of a LinkedIn profile to highlight the partner's current specialization.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
06
The slide uses a classic activist short-seller structure: thesis statement, governance critique, and a list of 'headwinds' to justify the valuation downside.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
13
This is a formal letter formatted as a slide, serving as an activist investor's public demand.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
14
This is a formal letter/document page rather than a standard presentation slide.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
19
Uses a 'before-after' style comparison of a historical event vs a hypothetical scenario to imply management deception.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
22
Uses a table of insider holdings and compensation to frame the payout as an unearned reward for failure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
26
Uses a timeline-based narrative to highlight discrepancies in disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
28
The slide uses a process-flow style layout to contrast internal vs. external documents.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
32
Uses a 'before-after' style comparison between a historical event (Q3 FY19) and a hypothetical/suppressed event (FY20 Q1).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
20
Uses red boxes and arrows to link specific underwriters to negative news headlines.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment2 hits
41
The slide uses a table to link PJD Properties Inc. to the CEO and contrasts this with a block of text from the IPO Prospectus regarding related party transactions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
67
The slide uses a table to contrast company-reported metrics with activist-adjusted metrics to prove misstatement.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
68
Uses red underlining and a red arrow to visually connect the contradictory data points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
Uses a 'CEO Quote vs Reality' structure to highlight management deception.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
93
The slide uses a red underline to emphasize the specific text in the Amcor biography that is missing from the GFL biography.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits