slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 571-600
Pages 10,128
Rows per page 30
Component
571-600 of 303,834
68
Uses red boxes to highlight the shift in language from 'roughly half' to 'a portion' of free cash flow.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test4 hits
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 4 hits
81
The slide uses color-coded highlighting (green and red) to draw attention to specific text changes in the company's financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 4 hits
10
The slide uses a red border to emphasize the activist nature of the content.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade4 hits
12
The slide uses a visual metaphor (tiger) to represent the codename of the processor.arm | Investor Presentation Deck | 35 slides · Arm
Conference presentation Investor relations 4 hits
01
Bank of America | Investment Banking Pitch Book | 19 slidesBank of America | Investment Banking Pitch Book | 19 slides · Bank of America Merrill Lynch
Deck Investment bank 4 hits
39
The slide uses a narrative timeline to expose management's contradictory guidance and performance claims.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Timeline4 hits
12
The slide serves as a product catalog/visual inventory of the brand's SKU variety.Celsius Holdings | Investor Presentation Deck | 41 slides · Celsius Holdings
Pitch deck Investor relations 4 hits
03
Uses a 'whataboutism' rhetorical strategy to defend CACC's business model against ethical criticism.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction4 hits
05
The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
01
Evercore | Investment Banking Pitch Book | 32 slidesEvercore | Investment Banking Pitch Book | 32 slides · Evercore
Consulting deck Investment bank 4 hits
11
This is a screenshot of a campaign website homepage.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Tale Two Worlds4 hits
21
The slide uses a two-part structure: Aspiration (four pillars) and Key enablers (four pillars).HSBC | Results Presentation Deck | 52 slides · HSBC
Conference presentation Investor relations Beat · ActionLoop · Aha Moment4 hits
24
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps4 hits
25
Icahn Enterprises L.P. (self) (IEP)Icahn Enterprises L.P. (self) (IEP) · Icahn Enterprises
Activist deck Activist investor Beat · Impact & Next Steps4 hits
16
The pie chart includes a negative value for Mortgage Servicing, which is visually represented as a slice.Independent Bank Corp | Results Presentation Deck | 26 slides · Independent Bank
Conference presentation Investor relations 4 hits
21
This slide serves as a disclosure of sources/interviewees for the activist report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities4 hits
01
The document uses a 'hurricane' metaphor to frame the market crisis.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
47
Uses historical analogy to argue against the current investment thesis for AMT (American Tower).American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
04
This is page 4 of 9 of a research note. It focuses on behavioral analysis of management responses.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
30
Includes a screenshot of a web archive page and investigative commentary on financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle4 hits
17
Includes a detailed table (Exhibit IV-3) showing quarterly whole loan sales data from FY2021 to Q4 2025, highlighting the discrepancy in servicing rights percentages.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg4 hits
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
06
This is a page from a research note (likely a short-seller report) detailing specific grievances against company management.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
07
The chart shows revenue growth and operating profit margins for HGP.NNIT | Mergers and Acquisitions Presentation Deck | 11 slides · NNIT
Conference presentation Investment bank Beat · SolutionLoop · Cost Of Inaction4 hits
27
The slide uses a 'villain' framing by associating the company with the opioid crisis and the Insys fentanyl scandal.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle4 hits
62
Uses red circles to highlight specific names and study titles to draw attention to the contradiction.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory4 hits
23
The slide uses a split-screen layout to contrast divestment candidates against acquisition targets.Third Point Management | Activist Presentation Deck | 34 slides · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)4 hits
03
This is a page from an activist investor letter (likely Engine Capital) criticizing the current CEO and Board.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
03
The slide uses a list-based structure to present multiple arguments for a short position.Wayfair (W) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction4 hits