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 391-420
Pages 3,680
Rows per page 30
Component
391-420 of 110,387
27
The slide uses a chronological layout to show the evolution of marketing language, with red callouts highlighting discrepancies and risks.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique3 hits
32
The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
71
Uses a red box callout to highlight the inventory figure and an arrow to show the jump from pre-acquisition to post-acquisition valuation.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
76
The slide uses red boxes to draw attention to the specific inventory figures being compared.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
83
Includes a table of environmental compliance violations for DTA asset.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
64
Uses a red flag icon to highlight the contradiction.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
49
Uses red callout box and red arrow to highlight discrepancies in executive tenure and acquisition counts.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 3 hits
72
Uses visual callouts (red boxes and arrows) to highlight specific discrepancies in legal filings and LinkedIn profile data.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 3 hits
76
Uses Wayback Machine screenshots to demonstrate pricing degradation.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 3 hits
95
Uses red boxes to highlight contradictions between management claims and reality.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 3 hits
43
Uses a red flag icon to signal a warning/red flag in the activist thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
102
Uses a red flag icon to signal warning/risk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
20
Uses a red flag icon and red boxes to highlight the contradiction between management's public statements and actual financial disclosures.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
26
Uses red circles to highlight missing partners and a red box to highlight negative BBB reviews.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
28
Uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
30
Uses a before-after framing to highlight a failed business initiative.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
62
Uses red arrows and boxes to annotate screenshots of websites to prove the contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
31
Uses a two-column layout to present two specific product lines (MV3D and ClearScan) with supporting images and claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
48
The slide uses a combination of photographic evidence, a GSA price list screenshot, and a table of Thai lease contracts to build a case of financial irregularity.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 3 hits
43
The slide uses red boxes to highlight the specific line items where tax-affected pension contributions are added back to free cash flow.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test3 hits
69
Uses screenshots of proxy statements and press releases to build a case of non-disclosure and guilt-by-association.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 3 hits
63
Uses LinkedIn profile screenshots and a Facebook post to document executive departures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
14
Uses red boxes to highlight the contradiction and the specific claims being challenged.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The villain (Nuvei Corp)3 hits
16
The slide uses a 'before-after' style comparison of company branding versus public perception/complaints.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The villain (Nuvei Corp)3 hits
17
The slide uses screenshots of external websites to demonstrate widespread dissatisfaction and organized opposition.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The villain (Nuvei Corp)3 hits
25
Uses red boxes and arrows to highlight the discrepancy between the official bio and the FBI press release.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits
62
Uses a red flag icon to signal a warning/red flag in the activist thesis.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits
64
Uses screenshots of LinkedIn profiles and Wayback Machine archives to point out discrepancies in job titles and company affiliations.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits
95
Uses screenshots of social media profiles and LinkedIn analytics to cast doubt on the company's scale.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits
98
Uses screenshots of IPO prospectus and LinkedIn data to challenge financial reporting.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits