anlak storytelling
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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 41,011-41,040
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

41,011-41,040 of 110,355

filter-aware
07
The slide uses a standard activist investor format to present a bearish thesis based on valuation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
08
The slide uses a piggy bank icon to visually reinforce the 'insider enrichment' narrative.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
The slide uses a 'scorecard' summary to highlight the bifurcation between successful and underperforming programs across different launch years.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
Uses red circles and arrows to highlight negative trends in the data tables.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
15
The slide uses red text to highlight the specific programs that are the focus of the argument.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
16
Uses callout boxes to annotate tables and highlight the cessation of specific metrics in 2016.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
17
Uses a comparison of two text blocks to highlight a change in corporate strategy language.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a comparison table to highlight operational and accounting differences, specifically calling out 'Aggressive' revenue recognition in the short course segment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
19
Uses a red circle annotation to draw attention to the specific date of resignation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
20
The slide uses a table to highlight the discrepancy between disclosed and undisclosed entities, supported by an organizational chart.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
21
The slide uses a red box to visually isolate the 'Undisclosed' entities from the 'Disclosed' ones.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
22
The slide uses a color-coded organizational chart to distinguish between disclosed (green) and undisclosed (red) entities.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
28
Includes a flow chart showing disclosed vs. undisclosed entities and a table highlighting suspicious financial figures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
29
Includes a photo of the alleged building and a callout box for the address.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The diagram illustrates a complex corporate structure linking Momo to Pokermaster through various entities and app stores.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Includes a screenshot of a Facebook page as evidence.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses photographic evidence to support the claim of a gambling-themed corporate event.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Uses quotes from earnings calls to highlight management's lack of integration plans and analyst skepticism.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Includes a red oval annotation highlighting the divergence between reported and third-party data trends.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Includes a specific quote from a Q3 2017 earnings call to highlight the contradiction.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses direct quotes from earnings calls contrasted with consultant interview findings.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a 'Red Flag' framing to highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Includes a quote from Chen Taifeng regarding the difficulty of content auditing.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Uses testimonial-style quotes from anonymous agency sources to build a negative narrative.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a table to list specific dates, companies, and the outcomes of regulatory crackdowns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a narrative structure to frame the company's history as a series of growth cycles followed by fatigue, leading to the current critique of its business model.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide argues that the lack of institutional ownership, particularly by tech funds, implies a retail-heavy investor base.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the 2017-2018 selling activity of key executives and directors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit