slides · global inventory
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Matching slides 110,471
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35,251-35,280 of 110,471
09
Slide 9 of an activist short report.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication2 hits
29
Uses testimonials and news headlines to frame the threat of commoditization.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
71
Uses a combination of news headlines and practitioner quotes to build a case for continued business disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
07
This is a classic activist short thesis summary slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
09
The slide uses a two-bullet structure to summarize complex forensic accounting and governance critiques.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
56
Uses direct quotes from official company documents to frame the argument of cost over-runs.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet2 hits
59
Uses press release excerpts to frame executive departures as suspicious timing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
07
Uses a vertical arrow visual to connect two main problem areas: operational decline and credit/capital allocation issues.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
Uses a 'villain' framing technique to discredit the executive by linking him to past corporate failures.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
06
The slide uses a two-column layout with callout boxes on the left and detailed bulleted evidence on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
07
The slide uses a two-part structure: suspicious guidance practices vs. signs of financial strain.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
09
The slide uses a two-part structure: capital allocation critique followed by valuation/analyst consensus critique.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
07
The slide uses a vertical layout with three distinct thematic blocks (Accounting, Inventory, Tax) linked by red arrows to emphasize a downward trajectory of risk.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
09
Uses a before-after framework to contrast market perception with activist findings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
09
The slide uses a two-part structure: Governance/Compensation issues followed by Valuation/Risk issues.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
81
The slide uses two distinct callout boxes to contrast management's stated targets with the activist's critique of the underlying methodology.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
87
Uses 'Follow the money' as a rhetorical device to frame financial data as evidence of negative sentiment.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
06
The slide uses a classic activist short-thesis structure: market opportunity critique followed by governance/integrity critique.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster2 hits
58
The slide uses a 'villain' framing to discredit the individuals by linking them to legal and ethical misconduct.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
62
Uses a side-by-side comparison of quotes to expose management inconsistency.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
68
Uses a red arrow to visually link the CEO's quotes to the financial data table, highlighting the contradiction.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
07
The slide uses a 'guilt by association' tactic, linking board members to past corporate failures (Miller Energy, United Industrial, School Specialty).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
06
Uses a 'before-after' style contrast between financial distress and executive greed.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster2 hits
13
This is a classic activist short thesis slide, using bold headers to categorize arguments into business model critique and accounting/governance concerns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
06
The slide uses a two-column layout with a sidebar for key takeaways and a main body for detailed arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 2 hits
07
The slide uses a two-column layout with sidebar labels for thematic grouping of arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 2 hits
10
Uses a direct mapping technique to refute each point of the company's 'good business' criteria.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
44
The slide uses a combination of current 2019 data and historical 2009 data to argue that the company is more vulnerable to international risks now than in the past.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
08
This is a classic activist short thesis slide, combining governance red flags (CEO resignation, insider selling) with valuation concerns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication2 hits