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Matching slides 119,566
Current window 65,191-65,220
Pages 3,986
Rows per page 30
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65,191-65,220 of 119,566

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01
Slide 1
The slide uses a visual metaphor of a person being buried in concrete to imply financial wrongdoing.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
04
Features the Spruce Point Capital Management logo (pine tree).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
13
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
23
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
29
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
38
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
01
Slide 1
The image uses visual metaphor (vacant store, downward arrow, rat) to convey a negative outlook on the company's performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
02
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
06
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
15
The logo is a stylized pine tree, likely representing Spruce Point Capital Management.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
19
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
22
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
28
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
31
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
34
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
38
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
43
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
01
Slide 1
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses excerpts from court documents to link the CEO to past fraud and the 'Andersen school of accounting'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
11
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
23
Includes Spruce Point Capital Management logo (pine tree) and standard disclaimer footer.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
30
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
32
Uses legal document excerpts as primary evidence to link the CEO to past accounting fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
36
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
42
Spruce Point Capital Management branding.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit