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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 41,311-41,340
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

41,311-41,340 of 110,355

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10
The slide uses a 'Spruce Point Adj. Valuation' to demonstrate that the company's true leverage is significantly higher than reported by the Street.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
13
Uses visual 'X' marks over headshots to indicate departures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a large red 'X' overlay to visually strike through the text of the removed competitive strengths.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses quotes from Space News to build a case against the competitive viability of Aerojet Rocketdyne.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a structured list format to detail the FTC's rationale and the specific conditions imposed on the acquisition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
19
Uses direct quotes from a regulatory filing to highlight a conflict between the FTC's stated goals and the actual market outcome.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
21
Includes a red box highlight on the total budget decline percentages.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a table to highlight the deterioration of backlog quality over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a red box to highlight Q2 2018 and a red arrow to emphasize the decline in the following two quarters.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
30
Uses direct quotes from the company's 10-K to expose internal control failures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a table to show declining inventory-to-backlog ratios and highlights missing 2018 data with '????'.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a table to show that despite negative working capital, the ratios remain stable, preempting concerns about liquidity or accounting shifts.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a 'pro-forma' style adjustment to show what the balance sheet would look like without the revenue recognition change.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a red box to highlight the $0.0 figure in the 2018 total row.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a table to adjust reported cash flow and highlight the discrepancy in growth rates.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a red box to highlight the discrepancy in FY 2018 figures between reported and adjusted metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a table to link specific directors to past failures, serving as a 'villain critique' to undermine the board's credibility.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a red box to highlight the discrepancy between the investor-reported figure ($225.4M) and the management-compensation figure ($232.7M).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
45
The slide contrasts the 2018 incentive structure (price-based) with the 2017 structure (financial metric-based).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses a table to highlight the limited and potentially overly optimistic analyst coverage to set up a bearish thesis.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The table uses red arrows to emphasize the decline in ownership for most fundamental investors and the AJRD Savings plan.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
Uses red boxes and blue lines to visually connect contradictory data points across different financial sources.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a 'fraud-exposure' style argument by highlighting hidden liabilities to challenge market valuation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
76
The chart highlights the increasing reliance on Sonoran for funding capacity, with percentages annotated for specific years.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
86
The slide uses a table to systematically disqualify the management team based on specific professional criteria.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a timeline-annotated line chart to correlate stock price drops with specific negative corporate events and insider selling activity.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide argues that Carvana is mispriced because it is being compared to the wrong peer group.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit