Matching slides 110,387
Current window 421-450
Pages 3,680
Rows per page 30
Component: Source Noteclear collectionreset all

Component

421-450 of 110,387

filter-aware
16
The slide uses red highlighting to draw attention to the specific text removed from the 2021 disclosure.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
35
Uses a red callout box to highlight the contradiction between the legal allegations and the CEO's bio.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
37
Uses Wayback Machine screenshot and 10-Q/A filing as evidence of past association and financial misstatements.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain3 hits
32
Uses red boxes and arrows to visually highlight the discrepancy in data points.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 3 hits
40
Uses red arrows and callouts to demonstrate the shifting classification of spending items.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 3 hits
43
Includes a callout box with a red flag icon, a text block explaining methodology, a table of cash flow statements, and a table comparing cash from operations to EBITDA.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 3 hits
140
The slide uses color-coded cells (blue for 'No Violation', yellow for 'Violation Identified') to visually flag non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 3 hits
21
The slide uses a combination of a screenshot of a recall notice and a summary quote to establish the severity of the product defect.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
35
Uses Wayback Machine screenshots to compare current vs historical product offerings and pricing.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
85
Uses a vertical arrow diagram to visualize the decline in market share over time.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 3 hits
83
Uses red boxes to highlight negative financial performance and specific charges.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
94
Uses a before-after comparison to show the shift in market opportunity claims.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
127
Uses red boxes and arrows to highlight specific data points and contradictions in company reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
135
Uses a side-by-side comparison to highlight the gap between external promotion and internal/factual reality.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
166
The slide uses a red flag icon to highlight the contradiction between management's narrative and the actual outcome of the acquisition.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
17
The slide uses a before/after comparison of search results to illustrate the difference between a generic category search and a brand-specific search.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter3 hits
48
The slide uses screenshots of competitor websites to illustrate their M&A messaging.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
12
Uses red arrows to visually link the subject's biography to the NXIVM-affiliated Executive Success Programs.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
14
Uses screenshots of LinkedIn and news articles to establish a connection between the company and the NXIVM cult.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
11
Uses a 'before-after' style comparison across three time periods to expose a lack of progress.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
02
This is a minimal cover slide containing only the presentation title, date, and document metadata.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
03
The slide uses a 'villain' narrative technique by juxtaposing critical expert opinion with aggressive sales tactics and controversial industry associations.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes3 hits
36
The slide uses visual evidence (empty chair, press conference) to frame the subject as a villain in a political/regulatory context.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle3 hits
123
The slide consists of two distinct blocks of text, each attributed to an expert in extreme ultraviolet lithography, detailing Intel's shifting narrative on supplier quality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
258
The slide presents evidence of a breakdown in the business relationship between TSMC and Lasertec, highlighting technical limitations of Lasertec's equipment for high-volume manufacturing.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
25
The slide uses data tables and bulleted fact-checking to undermine specific claims made by the subject company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
28
The slide uses investigative journalism and parliamentary submissions to challenge management's credibility.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
29
The slide uses a combination of quoted text from a company announcement and a data table to cast doubt on management's transparency.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
43
The slide highlights a discrepancy between the accounting label 'Investment in own plantation' and the actual nature of the transaction (offsetting debt from defaulting growers).Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
44
The slide uses a circular flow diagram to illustrate a potential round-robin financial arrangement.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits