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Matching slides 110,471
Current window 35,221-35,250
Pages 3,683
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35,221-35,250 of 110,471
28
The slide uses direct quotes from regulatory filings to build a case for financial manipulation or business deterioration.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
44
The slide uses red underlining to draw attention to the specific employment history of the CAOs at GE and Arthur Andersen.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
21
Uses red arrows and callout boxes to link specific job description text to speculative management concerns.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
09
The slide contains two distinct sub-sections (left and right) summarizing market position and sales data.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
11
Includes a process flow diagram for Rx management and two feature-set breakdowns for clients and veterinarians.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 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
05
The slide uses a structured list format to present multiple pillars of a short thesis.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
06
The slide uses a list-based structure to present a thesis-driven argument for an activist short position.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
38
The slide uses a table to highlight the lack of equity ownership among the executive team and board members.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 2 hits
07
The slide uses a two-point structure to categorize the thesis into historical acquisition failure and current management/governance concerns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller 2 hits
21
The slide uses a yellow callout box to highlight two main arguments regarding revenue decline.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
11
The slide uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
12
Uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
15
This is a classic activist short thesis slide, combining qualitative reputational risks with quantitative data points on KOL abandonment and insider selling.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
23
Uses a process diagram to contrast the 'official' flow with the 'actual' (alleged) flow.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
26
Uses red boxes to highlight specific mismatched figures in the tables.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
34
Includes a screenshot of a Facebook page as evidence.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
57
The slide uses quotes from 'Large Agency #3' and 'Super Agency #7' to support the thesis of opaque and discriminatory practices.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
58
Uses direct quotes from anonymous agency sources to build a case against Momo's transparency.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
62
The slide uses direct quotes from anonymous industry sources to damage the company's reputation and highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal2 hits
07
This is a classic activist short thesis slide, outlining multiple pillars of concern (growth, accounting, capex).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal2 hits
24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction2 hits
30
Uses a classic 'Bull vs. Bear' or 'Promoter vs. Skeptic' framing.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
03
Includes a table of recent CEO resignations following research reports.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
13
The slide uses a classic 'What they say vs. What we think' structure to undermine the bull case.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
39
Includes annotations highlighting specific numerical inconsistencies in 10-Q filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
17
The slide uses a side-by-side comparison to highlight the poor quality of assets acquired by Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits