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 41,131-41,160
Pages 3,679
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Component
41,131-41,160 of 110,355
07
The slide uses a short-seller thesis structure, highlighting specific operational failures (lack of CISO, reliance on Supermicro) to justify valuation compression.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
11
Uses a Bloomberg terminal screenshot to illustrate the correlation between a specific geopolitical event and stock performance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The slide uses a Bloomberg terminal screenshot as the primary evidence to correlate specific corporate events with share price decline.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
14
The slide uses a 'gotcha' tactic by counting keyword frequency to imply a discrepancy between marketing rhetoric and operational reality.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
Uses a 'before-after' style comparison of regulatory risk disclosures to imply hidden business risks.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
19
Uses a screenshot of a legal disclosure to highlight a specific addition of text.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
21
Uses red arrows and callout boxes to link specific job description text to speculative management concerns.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
11
The slide uses a color-coded matrix to visualize performance across multiple categories, with Weis Markets highlighted by a red box.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
Uses geographic maps to illustrate competitive saturation and store footprint differences.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide includes a red box highlighting the 'Violation(s)' column and a detailed callout box showing specific inspector comments for one location.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Includes images of FDA Form 483 inspection reports.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a table to highlight operational failures in food safety and labeling.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide outlines the methodology and findings of a proprietary price check.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a grid of product photos with price tags to refute management's claim that they cannot track retail pricing impacts.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The table includes a specific callout for YoY average price change and a summary of the average premium for 2017 and 2018.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
Data source: Earnest Research. Note on Lidl entry timing included.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Data source: Earnest Research.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
22
The slide uses a map to visualize competitive density and proximity, reinforcing the thesis that the new location is poorly positioned.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
24
The slide uses red boxes to highlight specific periods of performance decline.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
25
The slide uses a 'Stopped Disclosing' label to visually demonstrate a decline in transparency, framing it as a red flag for financial health.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
26
Uses red arrows to highlight the negative growth trends in 2017.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
29
The slide uses a table to demonstrate the impact of reclassifying vendor credits on gross margin figures.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
36
Uses direct quotes from proxy statements to expose management behavior.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
37
The slide critiques the company's non-standard MROIC calculation (20x rent multiple) and uses it to demonstrate poor relative performance.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a table to highlight the lack of equity ownership among the executive team and board members.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red arrow to draw attention to the 'Positive Business Outlook' metric.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red arrows to highlight underperformance of Weis Markets (WMK) relative to peers.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses red boxes to highlight Weis' negative organic sales growth and high valuation multiples relative to the peer group.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a peer benchmark table to argue that Weis Markets' suboptimal performance warrants a discount relative to industry M&A multiples.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a P/E multiple valuation approach to justify a significant downside target.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit