slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 601-630
Pages 355
Rows per page 30
Component
601-630 of 10,645
23
Uses a 'villain' framing to highlight a contradiction between executive claims and internal reality.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
33
Uses a waterfall-bridge style calculation to highlight a specific numerical inconsistency in company disclosures.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy4 hits
68
The slide uses a structured format to present expert testimony as part of an activist research process.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
70
The slide uses a structured format to present expert testimony as evidence for an activist short thesis.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
125
Uses testimonial-style quotes to undermine company credibility.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 4 hits
57
Uses red flag icon to signal critical commentary on management statements.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax4 hits
98
The slide uses a red flag icon to denote a negative/critical insight.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
99
The slide uses a dialogue format to present expert testimony regarding competitive risk.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
137
Uses a 'CEO vs. Insider' comparison to highlight potential management deception or failure.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
44
The slide uses a Q&A format to highlight operational risks and margin pressures at TASK.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
95
Uses red boxes to highlight contradictions between management claims and reality.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 4 hits
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 4 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 4 hits
21
Uses a call-and-response format to validate the activist thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate4 hits
25
Uses a dialogue-based format to highlight discrepancies between management's narrative and industry expert insights.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate4 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 Moment4 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 Contradiction4 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)4 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 Monster4 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 · Iceberg4 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)4 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)4 hits
113
Uses a call-and-response format to frame the contradiction.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 4 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 Victory4 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)4 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 Contradiction4 hits
22
Uses a 'he said/she said' format to expose management obfuscation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle4 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 Contradiction4 hits
72
The slide uses yellow highlighting to emphasize specific claims about growth and competitor weakness.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 4 hits
74
The slide uses color-coded text (yellow highlights) to emphasize specific negative claims about Zillow and the industry landscape.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 4 hits