slides · global inventory
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Matching slides 110,355
Current window 42,421-42,450
Pages 3,679
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Component
42,421-42,450 of 110,355
12
The slide uses a hub-and-spoke style diagram to show the flow of data, payments, and software between three entities.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a classic 'Claim vs. Reality' structure common in activist short reports.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
14
Uses a direct quote from a Sportradar Strategy Director to undermine the value proposition of the Genius-NFL deal.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
Uses a dialogue-style contrast between the activist and a former employee to frame the problem.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
17
Uses CEO quotes to frame the narrative of aggressive growth targets.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
19
The slide highlights the discrepancy between revenue growth and persistent operating losses, questioning the sustainability of EBITDA improvements.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
The slide uses red boxes to highlight specific trends in accounts receivable and deferred revenue as a percentage of revenue/cash revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
The slide highlights Genius Sports in a red-bordered row to draw attention to the negative working capital metrics.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide highlights potential financial strain or accounting anomalies by benchmarking Genius Sports against industry peers.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
Uses a process-flow diagram on the left mapped to specific rebuttals on the right.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
The table uses a 'Reality Case' framework to challenge consensus estimates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses red 'X' marks to visually emphasize contradictions.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
The slide argues that comparing Genius to DraftKings is inappropriate due to fundamental differences in growth trajectory and business model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a 'preempt_rebuttal' strategy by highlighting the discrepancy between company guidance and actual incremental margin performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
The slide uses a direct quote from a Sportradar Strategy Director to validate the thesis that the deal was overpriced.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses a Q&A format to provide qualitative evidence supporting the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
98
The slide uses a red flag icon to denote a 'red flag' or warning about Oatly's associations (Blackstone).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
101
Includes red flag icon, photographic evidence of shelf gaps, and direct quotes from distributors.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
103
Uses photographic evidence to support the thesis of a 'brutally competitive' market environment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
104
The slide uses a red flag icon to signal a warning about market saturation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
105
The slide uses a 'Warning' callout box to frame the competitive threat.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
112
Uses screenshots of customer reviews from JD.com to substantiate claims of poor quality control.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
113
This slide is part of an activist short report by Spruce Point Capital Management, framing the company's innovation as a response to market pressures.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
115
Uses a 'before-after' narrative structure to discredit an analyst's current credibility.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
117
Spruce Point activist deck slide highlighting Oatly's lower R&D investment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
119
The slide uses a red flag icon to signal a warning about the company's valuation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
124
Uses a 'red flag' icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit