slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,138
Current window 50,671-50,700
Pages 2,605
Rows per page 30
Component
50,671-50,700 of 78,138
12
Spruce Point Capital Management activist short report slide.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
13
Uses a dual-axis combo chart (bar for absolute values, line for percentage) to highlight the gap between guidance and reality.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
22
The slide uses a red box to highlight the restated EPS figure and a callout arrow to link the restated EPS to the reconciliation table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
07
Includes a callout box highlighting the 75.6% retail ownership and 6.6% institutional ownership.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
48
The slide uses a stacked bar chart to illustrate that revenue growth post-2012 is driven by new segments rather than organic growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
58
Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
11
The slide uses a custom 'Dividend Sustainability' metric defined in the footnote.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
32
Includes arrows to visually emphasize the negative correlation between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses a combination of a line chart and a data table to highlight the divergence between insider behavior and institutional index buying.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
44
The slide uses a callout to highlight the specific event (guidance reduction) and the resulting stock price decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
45
The slide uses a line chart to correlate specific corporate guidance events with a downward trend in stock price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
46
The slide uses a red vertical line to mark a specific guidance reduction event and a red horizontal line to show the total percentage decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
10
The slide uses a combination of a valuation table and a bar chart for debt maturities to argue that the company is overvalued and financially fragile.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a Bloomberg terminal screenshot as a base, annotated with callouts to highlight negative events coinciding with stock price movements.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
19
Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
29
Includes a callout box highlighting the company's use of the word 'Potential' to cast doubt on their 3x value claim.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
38
The chart highlights a decline from 2015 to 2016E and a slight decline between YTD 2015 and YTD 2016.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
51
The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.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
44
The slide uses a red flag icon and a red dashed box to highlight the anomaly in Q1 2014.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a red-text callout to emphasize the 'red flag' nature of the data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
35
Includes red arrows to emphasize the increasing trend in compensation percentages.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
39
The slide uses a combination of a line chart and two callout boxes to juxtapose anecdotal evidence against corporate disclosure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
41
The slide uses a combination of tables and a combo chart (bar + line) to visualize the recurring nature of the charges.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit