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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 119,566
Current window 65,161-65,190
Pages 3,986
Rows per page 30
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18 30 60

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65,161-65,190 of 119,566

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01
Slide 1
The visual theme uses a digital circuit board motif with a central red globe, suggesting systemic risk or global connectivity issues.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
01
Slide 1
The slide features a visual metaphor of a warehouse full of inventory with a person standing near a burning document, reinforcing the 'Strong Sell' thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
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Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
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Includes Spruce Point Capital Management logo and confidentiality disclaimer.Ballard Power Systems (BLDP) · Ben Axler
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The slide uses a photo of a factory floor to visually support the claim that no fuel cell vehicles are in production.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
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Includes a red flag icon indicating a critical negative insight regarding Ballard's market position.Ballard Power Systems (BLDP) · Ben Axler
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Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses visual evidence (photo) and historical context to undermine the credibility of a business location.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
45
Uses a red flag icon to denote a warning or contradiction.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
46
The slide uses red flag icons to emphasize findings that contradict expected performance or operational efficiency.Ballard Power Systems (BLDP) · Ben Axler
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Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
51
Uses a red flag icon to highlight the critical finding regarding unsold inventory and cash flow drag.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
52
Includes a red flag icon to emphasize the contradiction in fleet size claims.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
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Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
01
Slide 1
The visual metaphor uses skull-and-crossbones on barrels and a dead rat to imply toxicity or danger associated with the company's business.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
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MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a color-coded system (red for negative, blue for neutral) to summarize the outlook for each profit driver.MGP Ingredients, Inc. (MGPI) · Ben Axler
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The slide uses a 'villain' framing by highlighting safety failures to justify a lower valuation multiple.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses external media citations to validate the thesis of technological disruption in a traditional market.MGP Ingredients, Inc. (MGPI) · Ben Axler
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The red box highlights the two specific line items being compared.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Includes a screenshot of a Signature Spirits price sheet and a callout box highlighting specific distillate prices.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
35
The slide features the Spruce Point Capital Management logo (a pine tree).MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses a red flag icon to signal a warning or 'red flag' event.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit