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 40,861-40,890
Pages 3,679
Rows per page 30
Component
40,861-40,890 of 110,355
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The slide highlights the regulatory and production milestones required to reach commercial scale.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
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The slide highlights a discrepancy between the number of approved companies and actual production capacity.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a photo of a factory floor to visually support the claim that no fuel cell vehicles are in production.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses visual evidence (photo) and historical context to undermine the credibility of a business location.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
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Uses photographic evidence to expose potential fraud, a common tactic in activist short reports.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
46
The slide uses red flag icons to emphasize findings that contradict expected performance or operational efficiency.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a stacked bar chart to illustrate that revenue growth post-2012 is driven by new segments rather than organic growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a table to contrast analyst price targets with the current stock price to imply an overly optimistic consensus.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide highlights that 83% of the company's value is based on 'potential' new business, which the author argues is unjustified given the company's history.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a grid of line charts to show historical valuation volatility compared to a flat 'Average Valuation' line.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
The slide uses a valuation-based approach to argue for a significant downside in the stock price.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses a combination of a valuation table and a bar chart for debt maturities to argue that the company is overvalued and financially fragile.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a Bloomberg terminal screenshot as a base, annotated with callouts to highlight negative events coinciding with stock price movements.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a 'villain' framing by highlighting safety failures to justify a lower valuation multiple.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses a red flag icon to highlight the warning/contradiction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a red flag icon to emphasize the warning nature of the content.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
30
The red box highlights the two specific line items being compared.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
36
Uses two charts to illustrate financial weakness: cumulative FCF and debt/revolver dependency.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The chart uses a dual-axis combo format (bar + line) to show absolute sales vs growth rates.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The chart highlights a decline from 2015 to 2016E and a slight decline between YTD 2015 and YTD 2016.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
39
Includes annotations highlighting specific numerical inconsistencies in 10-Q filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a contrast-pair framing to highlight the discrepancy between operational metrics and financial reporting.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a 'before-after' logic by comparing 'Stated Current Ratio' vs 'Adjusted Current Ratio'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red circles and arrows to draw attention to the discrepancy between sales decline and margin growth.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses red circles to highlight specific conflicting data points in financial filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide highlights specific legal definitions from the 3rd Amended Credit Agreement to support the thesis of credit risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a peer group comparison to argue that MGPI is overvalued by bulls who misclassify it as a beverage company.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit