slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 361-390
Pages 3,680
Rows per page 30
Component
361-390 of 110,387
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
14
Uses quotes from Deutsche Bank, ISS, and Bloomberg to build a case against the proposed transaction.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 3 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