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 4,501-4,530
Pages 269
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Component
4,501-4,530 of 8,066
12
Uses a red flag icon to signal warning/danger. The slide structure is a classic 'before-after' or 'thesis-antithesis' framing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
44
Uses red arrows and question marks to highlight inconsistencies in financial disclosures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
63
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management promises and reality.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
10
The slide argues that industry maturation will intensify competitive pressures on Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
26
Uses a comparison frame to illustrate the structural threat to the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a contrast-pairs framework to highlight management's narrative versus the activist's skepticism.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
Uses a call-and-response format to highlight skepticism regarding corporate margin reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a call-and-response structure to undermine company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
83
The slide uses a 'Bulls vs Bears' comparison frame to highlight the disconnect between market optimism and operational reality.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
37
Uses a timeline-based argument to expose potential management malfeasance regarding deal timing and disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
10
The slide uses a timeline-annotated stock chart to correlate specific management actions with share price decline.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
81
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management claims and operational reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
05
Uses a checkmark-based comparison table to establish a pattern of failure.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide uses a contrast-pairs framework to systematically dismantle the bull thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
45
Uses a side-by-side comparison of analyst/CEO quotes vs. orthodontist feedback to frame the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
10
The slide uses a 'What the Company Has Said' vs 'Spruce Point Cold Reality' framework to systematically dismantle deal narratives.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
60
Uses a timeline of quotes to contrast with a quantitative table showing LTM R&D spend.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
66
The slide uses a flow diagram to illustrate the company's value creation model, then overlays a critical callout box to challenge the validity of the 'Reinvestment' figure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
36
Uses a contrast-pairs framework to highlight the discrepancy between Cintas's 'no change' stance and Unifirst's 'disruption/tightening' stance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
48
Uses a 'ceo-quote-contradiction' framework to highlight management inconsistency.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
07
The slide uses a classic 'Bull vs. Bear' framing to systematically dismantle the investment thesis for Dropbox.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
28
The slide uses a before-after comparison to highlight how accounting changes can be used to mask underlying economic performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
30
The slide uses a 'villain' framing by highlighting the lack of free shipping as a competitive weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
49
Uses a 'villain critique' style to highlight management's disconnect from reality.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses CEO/CFO quotes to highlight hypocrisy regarding capital allocation.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
Uses a 'contrast-pairs' framework to juxtapose analyst optimism against activist skepticism.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
Uses a quote-based contradiction framework to highlight management's disconnect from the underlying financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
96
Uses a red arrow to visually connect the company's reported STIP earnings to the adjusted calculation, highlighting a $44 million delta.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and financial reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit