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Matching slides 110,539
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5,131-5,160 of 110,539
47
The slide uses a list-based structure to categorize complaints, highlighting specific operational failures.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction5 hits
37
Uses a chronological list format to contrast past claims with current silence.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
11
Uses a vertical red arrow as a visual anchor for the five key points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal5 hits
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 Test5 hits
39
The slide uses a standard Porter's Five Forces framework to argue that Sunnova faces significant competitive pressures.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 5 hits
08
The slide uses a 'villain' framing by linking the auditor to a past accounting scandal at Papa John's and questioning the independence of the audit committee.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster5 hits
13
Includes a process diagram of CAD systems and a market structure chart showing tier-based competition.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster5 hits
87
The slide uses a timeline-like structure to highlight the 'moving goalposts' of financial reporting.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
08
This is a classic activist short thesis slide, focusing on 'catalysts' (share sales) and 'valuation gaps' (hidden liabilities).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster5 hits
08
The slide uses a third-party analyst report to validate the activist's own negative outlook on the company's financial performance and valuation.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster5 hits
15
The slide uses a bulleted list format to present four distinct pillars of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment5 hits
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster5 hits
06
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter5 hits
06
This is a classic activist short-seller thesis slide framing the 'problem' as a lack of proper diligence by retail investors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem Statement5 hits
38
The slide uses red circles and lines to visually connect the conflicting share counts (22,272,730) attributed to both Matrix and Purple Sky.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
24
The slide uses a narrative structure to link historical regulatory changes to current financial risks for specific companies.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
25
Includes a table of central government subsidies and a table of specific fuel cell subsidy examples.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
27
The slide uses investigative findings to undermine the credibility of announced government-backed hydrogen initiatives.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
29
The slide highlights the competitive advantage of Beijing-based SOE-connected firms.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
36
Uses a red flag icon to highlight the lack of commercial licensing.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
37
Includes a red flag icon to highlight critical negative findings.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
50
Uses red flag icons to emphasize points of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 5 hits
18
Uses a chronological sequence of quotes to highlight management inconsistency.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
06
Includes specific allegations regarding revenue recognition, management history, and operational failures (e.g., 'smell like vinegar').Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication5 hits
22
The slide uses a bulleted list to systematically dismantle the credibility of a research study.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 5 hits
07
This is a research note from Citron Research, historically known for short-selling, pivoting to a bullish stance on Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction5 hits
01
The slide uses external news headlines as social proof to validate a bullish thesis on Edgio.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction5 hits
23
The slide uses a bulleted list to systematically dismantle three specific claims made by the company.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle5 hits
03
Kerrisdale Capital short thesis on Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 5 hits
26
The slide uses a bulleted list to contrast company assumptions with the author's more conservative estimates.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 5 hits