slides · global inventory
Framework
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,066
Current window 4,471-4,500
Pages 269
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Component
4,471-4,500 of 8,066
38
Uses a side-by-side comparison of management quotes vs. independent opinions to highlight a contradiction.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a 'What reinvestment?' callout to highlight the gap between corporate messaging and financial reality.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
The slide uses a chronological list of 10-K disclosures to highlight the contradiction.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
14
Uses a before-after comparison framework to critique management.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
84
Uses a 'Bull vs. Bear' comparison framework to systematically dismantle an analyst's thesis.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
06
Uses a contrast-pairs framework to juxtapose market optimism against activist skepticism.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
25
Uses a combination of clinical study citation and expert testimony to undermine the bull case for Dexcom's technical superiority.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a matrix structure to link individuals to specific companies and negative outcomes, specifically highlighting 'Serious Concern / Association With Financial Disaster' in the bottom row.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
39
Uses a 'ceo-quote-contradiction' framework to highlight hypocrisy.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
09
The slide uses a 'Yes' column to emphasize the repetition of negative patterns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
18
Uses a 'quote vs. rebuttal' structure to expose management narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
69
Uses a 'CEO quote contradiction' framework to highlight the shift in management's tone.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
16
Uses side-by-side comparison to highlight corporate messaging shifts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
Uses a 'Theory vs. Reality' framework to highlight financial discrepancies.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
Uses a visual '?' to imply that HTA's 'As If Adjusted' data is missing or hidden, drawing a parallel to BRX's restatement.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses a comparison frame to highlight an outlier accounting practice.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
65
Uses a classic 'contrast-pairs' framework to systematically dismantle the bull case.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
Uses a classic 'They say / We say' structure to undermine bullish narratives.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
18
Uses a contrast-pairs framework to set up a future rebuttal of the company's and analysts' claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses a modified lifecycle diagram to visually refute the company's narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a direct comparison framework to systematically dismantle four key investment pillars.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses a 'Here's What Kratos Says' vs 'Here's What The Evidence Suggests' framing to highlight hypocrisy.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
03
The slide uses a 'CEO quote contradiction' framework by contrasting internal analysis with public statements from the CEO.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
05
The slide uses a 'fraud-exposure' or 'expose_contradiction' framework to undermine the credibility of the company's financial disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
10
The slide uses a 'fraud-exposure' framework to contrast initial loan agreements with subsequent, contradictory disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
17
Includes a funnel diagram for the drug discovery process and a detailed table of assumptions for revenue modeling.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
12
The slide uses a 'before/after' box to show a change in corporate ownership, likely to imply a shell company structure.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
Uses Occam's Razor as a rhetorical device to frame the company's likely denial as an improbable explanation for the observed data.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
Includes specific references to footnotes 67 and 68.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit