slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 5,791-5,820
Pages 2,605
Rows per page 30
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5,791-5,820 of 78,129
14
Uses a 'before-after' framing to debunk a corporate narrative by splitting the timeline at the BGI deal announcement.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate3 hits
15
The slide uses three bar charts to highlight BlackRock's ranking relative to its self-selected compensation peer group.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Agitate3 hits
33
The slide uses red bars to highlight Mercury's outlier status in all three metrics.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory3 hits
21
Data source: Earnest Research.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction3 hits
39
Includes a red oval annotation highlighting the divergence between reported and third-party data trends.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
49
Includes three charts: a dual-axis combo chart for MAU, a bar chart for ARPPU, and a stacked bar chart for revenue composition.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
14
The slide uses a dual-chart layout to contrast acquisition growth with debt metrics, specifically calling out pre-crisis levels.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
44
The charts compare current valuation multiples against a historical average line, suggesting the company is overvalued.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
32
The slide uses a consistent time-series format across three valuation metrics to argue that current valuations are disconnected from performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
09
Uses a combination of a stock price chart with annotated events and two bar charts showing cumulative losses and share count growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter3 hits
14
Charts show specific dates of guidance revisions and the resulting stock price drops.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate3 hits
26
The slide uses three charts to illustrate declining attendance, volatile box office revenue, and stagnant screen growth.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate3 hits
14
The slide uses a combination of bar and line charts to illustrate financial deterioration over two decades.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
46
The slide argues that the valuation expansion is unjustified due to poor business performance metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution3 hits
48
The slide uses a 'worst of breed' framing to argue against Kratos' market valuation.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution3 hits
86
Includes three exhibits: EBITDA growth (2002-2004), 2004 EBITDA by asset, and 2004 EBITDA margin by asset.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 3 hits
14
Uses a 'before-after' framing to debunk a corporate narrative.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence3 hits
15
The slide uses a 'villain' framing by highlighting BlackRock's poor ranking (8th, 10th, and 11th out of 18) in red bars.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence3 hits
20
Contains three charts sourced from Cox Automotive.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory3 hits
02
The slide uses three distinct charts to support the thesis that suburban housing demand is growing due to demographic shifts and supply constraints.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
13
The slide uses a 'villain' framing by highlighting NSC's underperformance relative to a direct peer (CSX) to justify the need for activist intervention.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · AgitateLoop · Iceberg3 hits
32
The slide uses a consistent color scheme (Red for NSC, Blue for CSX, Grey for Peer Average) across three bar charts.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate3 hits
30
The slide uses a combination of text-based argument and visual data (charts) to expose potential manipulation of clinical trial reporting.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
05
The slide uses a 'before/after' or 'rebuttal' structure by showing an original claim followed by a 'close look' at the data that contradicts the initial interpretation.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)3 hits
04
The slide uses a globe graphic with circular callouts for key financial metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook3 hits
11
Includes a mix of historical data, forecasts, and valuation benchmarks.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
20
Uses peer benchmarking to expose management's failure to reduce costs despite portfolio simplification.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
23
Includes a valuation bridge/discount visualization and a peer comparison chart.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown3 hits
50
Includes CAGR calculation and YTD September 2023 data point.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution3 hits
19
The slide title 'Canadian National' seems to be a mislabel or context header for a broader deck, as the content focuses on Union Pacific.Canadian National Railway (CNI) · Sir Christopher Hohn
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds3 hits