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 42,361-42,390
Pages 3,679
Rows per page 30
Component
42,361-42,390 of 110,355
11
Uses a red arrow visual metaphor to link specific corporate values to specific critiques.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a red flag icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
The slide uses red-boxed highlights to draw attention to specific incriminating text in the email and the overall thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses red boxes and arrows to highlight discrepancies in data presentation between 2019 and 2020 reports.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
21
Uses a yellow callout box to highlight the contradiction and product images to link the supplier to specific Oatly products.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Uses a red box to emphasize missing executive roles.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a 'villain' framing technique to discredit a board nominee.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a 'Warning' callout box to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
Uses a 'Warning' callout box to frame the contradiction between investor claims and financial reality.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
31
Uses a Q&A format to highlight discrepancies between company statements and internal accounting practices.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a combination of pull-quotes and a data table to build a narrative of mismanagement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
Uses a 'red flag' icon to signal a warning or contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
34
Uses email screenshots as primary evidence of operational failure.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
Uses FOIA request documents to highlight a discrepancy between Oatly's claims and actual environmental testing results.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a 'before-after' or 'claim-reality' structure to highlight management's failure to execute on promised infrastructure.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a red flag icon to highlight the warning callout.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
45
The slide uses a table to contrast PLA and PHA degradation metrics, followed by a text excerpt highlighting the environmental risks of methane.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a red box to highlight specific PHA data rows. The source is cited as Emadian et al. [43].Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses a red flag icon to signal a warning/contradiction. Highlights specific text in red to emphasize the 'catch' in the technology.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a table-like structure to categorize historical applications and conclusions about PHA technology.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Features two distinct expert quotes (a competitor and an industry expert) to build a bearish case against Danimer's PHA business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a direct quote to undermine the target company's business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses a quote-based contradiction framework to challenge management credibility.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The chart shows a clear upward trend in commodity prices, used to argue against the company's margin stability.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses expert testimony to undermine the viability of the company's product by highlighting technical limitations (barrier properties, shelf life).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table uses a consistent 20% discount rate across all scenarios to highlight the impact of EBITDA and multiple assumptions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses red dashed callouts to quantify the basis point spread between Danimer's guidance and peer averages.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
Uses red flag iconography and callout boxes to emphasize the contradiction in reporting.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit