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 5,851-5,880
Pages 2,605
Rows per page 30
Component
5,851-5,880 of 78,129
07
The slide highlights superior performance in down markets compared to the S&P 500.Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Interest3 hits
17
Pershing Square Portfolio (multi-position annual update)Pershing Square Portfolio (multi-position annual update) · Pershing Square Capital Management
Activist deck Activist investor Beat · Desire3 hits
58
Pershing Square Portfolio (multiple positions)Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement3 hits
34
Uses three line charts to show a divergence between the subject company and its peer/market indices.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
40
Uses red arrows and callouts to demonstrate the shifting classification of spending items.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 3 hits
18
Uses red arrows with '??' to highlight the divergence between equity and debt market signals.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication3 hits
20
The slide uses a red box to highlight the core thesis and red bars/annotations to emphasize the negative trends.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test3 hits
39
Uses expert quotes and employee growth charts to support the thesis of competitive disadvantage.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
88
Spruce Point Capital Management activist deck slide. Uses red bars to highlight the subject company (Rollins) as an outlier compared to peers (blue bars).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
18
The slide uses three charts to establish a baseline growth rate for the K-12 sector prior to COVID-19.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
14
Uses the 'duck test' idiom to imply fraud or accounting irregularities.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
45
The slide uses a before-and-after comparison of financial disclosures to demonstrate how lease obligations were previously obscured.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test3 hits
12
The slide uses three side-by-side table excerpts to show the progression of the company's ranking and eventual disappearance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter3 hits
54
The slide uses red boxes and arrows to highlight specific text changes in SEC filings.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 3 hits
56
Uses a CEO quote to frame the contradiction between stated strategy and actual operational metrics.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 3 hits
64
Includes detailed footnotes explaining adjustments for float income and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown3 hits
07
The slide uses a before-after-framing style to demonstrate relative performance resilience.Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor 3 hits
18
The slide uses a 'before/after' narrative structure to highlight a strategic pivot forced by external regulatory pressure.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment3 hits
36
The slide uses a visual equation (Foundry + Downstream Value) to explain the business model.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
37
Uses a comparison of 'As Reported' vs 'Normalized' margins to expose a performance gap.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
39
The slide uses a 'villain critique' framing by highlighting the company's small size and poor growth relative to larger, more successful competitors.BMC Software (BMC) · Elliott Management
Activist deck Activist investor 3 hits
10
The slide uses a 'villain' framing by questioning John Hess's personal voting behavior against his own board's recommendation.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
23
Uses a combination of charts and callouts to highlight poor performance metrics (stock price, well costs, exploration value) and lack of board independence.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction3 hits
07
The slide uses a clear visual hierarchy to emphasize the dominance of the NOAM Physical segment.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 3 hits
08
The slide uses a dual-axis combo chart (bar + line) for each metric to show absolute values and percentage margins/growth.Iron Mountain Incorporated (IRM) · Elliott
Activist deck Activist investor 3 hits
24
Includes AppMagic chart, acquisition table, Google Trends interest chart, and organic traffic charts.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Thesis Headline3 hits
26
The slide uses Google Trends data and organic traffic charts to argue that HelloFresh's M&A strategy has failed to sustain growth.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory3 hits
34
The slide uses a 'before-after' structure to validate a past investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization3 hits