Matching slides 10,645
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571-600 of 10,645

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Uses a series of quotes to contrast past transparency with current obfuscation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 4 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 Contradiction4 hits
03
This slide serves as a collection of authoritative citations to support the thesis of organizational restructuring.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Situation & Context4 hits
121
Includes multiple citations for CEO quotes and corporate actions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 4 hits
39
Uses external analyst quotes to validate the activist's thesis regarding poor capital allocation.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction4 hits
24
Uses a series of testimonials/quotes to frame the company's position as dishonest or lagging.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)4 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)4 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 Inaction4 hits
08
The slide uses external validation (employee sentiment) to build a case for leadership change.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Problem4 hits
33
Uses a combination of quantitative performance data and qualitative external criticism to frame the company's cost management as a failure.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Agitate4 hits
43
Uses a 'CEO vs Analyst' contradiction framework to undermine management's narrative.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution4 hits
49
The slide uses a 'villain' framing by highlighting the CEO as the primary obstacle to value creation.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · Solution4 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 4 hits
15
Uses authority-citation to validate the thesis of robust demand.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Competition4 hits
05
Uses the 'ceo-quote-contradiction' pattern to highlight the gap between management sentiment and market valuation.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Expose Contradiction4 hits
97
The slide uses a grid of testimonials to build credibility through third-party validation.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution4 hits
103
Includes a headshot of Jim Barber and four distinct quotes from industry figures.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution4 hits
116
The slide uses a grid layout to present four distinct quotes from industry professionals.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution4 hits
119
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Solution4 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 Inaction4 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 Contradiction4 hits
18
Uses yellow highlighting to emphasize key points in quotes.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction4 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 Contradiction4 hits
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 4 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 Statement4 hits
52
The slide uses a grid of four pull-quotes from various financial institutions to highlight negative or cautious market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution4 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 Inaction4 hits
16
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures4 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 victory4 hits
36
The slide uses external analyst validation to build credibility for the activist's thesis.The Timken Company (TKR) · CalSTRS
Activist deck Activist investor Beat · Solution4 hits