slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 361-390
Pages 3,679
Rows per page 30
Component
361-390 of 110,355
43
The slide uses red boxes to highlight the specific line items where tax-affected pension contributions are added back to free cash flow.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test3 hits
105
Uses a three-column layout to contrast index rules with GFL's actual security structure.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
32
The slide uses external citations to frame Dropbox as a laggard in the collaboration software market.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
37
Uses red arrows to highlight the missing 'Raw materials' line item in the 2013 disclosure compared to the 2014 disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test3 hits
127
Uses shipping data (Bill of Lading) to link Mettler to a specific, struggling customer.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
29
Uses screenshots of media appearances to undermine CEO credibility.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 3 hits
35
Uses a 'villain critique' style to undermine CEO credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster3 hits
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication3 hits
28
Uses screenshots of an Amazon forum post and a Google search result to substantiate the claim of product failure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof3 hits
34
Uses a three-column layout to present evidence of lack of infrastructure (distributors, management, hiring).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax3 hits
84
Includes two exhibits: subscriber rankings and affiliate fee comparisons.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
115
The slide uses four bar charts to contrast revenue and OIBDA growth for film and television segments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
123
Page 107 of a Lazard presentation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
175
Includes Lazard branding and chapter reference.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
176
Includes two bar charts comparing industry peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
179
Includes two bar charts showing penetration and growth rates.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
188
Includes pro forma adjustments for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
191
Includes pro forma note regarding Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
192
Includes pro forma note for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
195
Includes pro forma note for TWC and CMCSA figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
243
Includes footnotes (a) and (b) regarding revolver details and AOL merger adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
20
Contains three charts sourced from Cox Automotive.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory3 hits
02
The slide uses three distinct charts to support the thesis that suburban housing demand is growing due to demographic shifts and supply constraints.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
13
The slide uses data to set up a contradiction between company claims and market reality, concluding with an accusation of fraud.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal3 hits
15
The slide uses visual evidence (Google Maps Street View) to cast doubt on the legitimacy of an appraisal firm.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment3 hits
45
The slide contains annotated translations of Chinese legal documents, highlighting shareholder names (Chen Lixian, Lin Aimin), capital investment (300k/200k RMB), and ownership percentages (60%/40%).ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
74
The charts appear to be missing their data series (lines/bars) in the provided image, showing only axes and labels.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
31
The slide uses data to imply potential illicit or coordinated activity between insiders and a Liechtenstein-based foundation.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
12
The slide aggregates disparate data points from financial statements, presentations, and prospectuses to support an argument about overvaluation.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits