slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 511-540
Pages 619
Rows per page 30
Component
511-540 of 18,554
37
Uses a series of quotes from industry executives to contradict the market's assumption of a favorable policy outcome.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 5 hits
44
Uses a 'he said, she said' structure to contrast external industry skepticism with management's vague justification.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 5 hits
21
Uses a call-and-response format to validate the activist thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate5 hits
15
The slide uses expert/insider testimony to validate the thesis that PBH lacks pricing power due to over-exposure to big-box retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment5 hits
56
The slide uses expert/insider testimony to validate the thesis that PBH lacks pricing power.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
58
The slide uses a 'villain' narrative, framing Align as an arrogant, monopolistic player.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)5 hits
20
Uses a series of callouts to contrast company claims against the lack of formal reporting.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster5 hits
14
The slide uses a callout-style layout to link specific sources to their critical commentary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg5 hits
46
Uses a series of quotes from company leadership to set up a contradiction with the subsequent data table.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)5 hits
79
The slide uses a call-and-response format to frame the executive's testimony as evidence of poor corporate governance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)5 hits
113
Uses a call-and-response format to frame the contradiction.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 5 hits
38
The slide uses testimonials to frame a competitive disadvantage for the subject company (Penumbra) regarding pricing power and bundling capabilities.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory5 hits
29
Uses Glassdoor-style review snippets to build a narrative of internal dysfunction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)5 hits
68
Uses a red arrow to visually link the CEO's quotes to the financial data table, highlighting the contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
70
Uses a series of quotes to contrast past transparency with current obfuscation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 5 hits
22
Uses a 'he said/she said' format to expose management obfuscation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle5 hits
58
Uses direct quotes from anonymous agency sources to build a case against Momo's transparency.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
19
Uses a 'CEO Quote vs Reality' structure to undermine company narrative.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
17
The slide uses external validation (BBB) to frame the company's business model as fraudulent.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)5 hits
02
Citron Research note using external validation to support a stock recommendation.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction5 hits
20
The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 5 hits
17
The slide uses a series of quotes to frame the vendor's claims as fraudulent or impossible.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction5 hits
35
This is a page from a research report (likely a short-seller report) containing text-based arguments and supporting quotes.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction5 hits
18
Uses yellow highlighting to emphasize key points in quotes.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
21
The slide uses testimonials to undermine the company's marketing claims regarding product performance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 5 hits
50
Uses testimonial-style quotes from former employees to validate the competitive threat thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement5 hits
24
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage's competitive moat.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction5 hits
16
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures5 hits
59
Uses a before-after-framing style to juxtapose corporate data with employee testimonials.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory5 hits