anlak storytelling
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Matching slides 119,566
Current window 65,401-65,430
Pages 3,986
Rows per page 30
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65,401-65,430 of 119,566

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01
Slide 1
The image of a leaking/steaming water heater serves as a visual metaphor for the 'Strong Sell' thesis.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
Contradicts management's optimistic statements about their China consumer brand with Chinese state media calls for a 'peoples war' and boycotts of US goods.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
16
The slide uses a red box annotation on the SEC form to draw attention to the low share count.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
21
Uses the Spruce Point Capital Management logo (pine tree).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a 'gotcha' approach by leveraging a public employee review to reverse-engineer revenue figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses screenshots of Idaho Secretary of State annual reports as evidence of the co-founder's other business activities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses LinkedIn profiles and public license records to map personnel overlap.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a screenshot of a Glassdoor-style review to imply internal malfeasance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
Spruce Point Capital Management branding (pine tree logo).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses visual evidence of product packaging alongside legal case headers to substantiate claims of IP infringement.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Includes a visual comparison of the 'Historical' vs 'Future' supply chain and a news clipping about the FTPOA.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
49
PetIQ, Inc. (PETQ)PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses a combination of news reporting and photographic evidence to highlight a strategic operational contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Includes a quote from a UK peer (Pets at Home) to illustrate the difficulty of scaling veterinary practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a grid of screenshots from Glassdoor reviews to build a case against the company's operational ethics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
67
PetIQ, Inc. (PETQ)PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Uses a combination of narrative text, a direct quote, and a press release snippet to build a case of corporate collusion.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
84
PetIQ, Inc. (PETQ)PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
91
PetIQ, Inc. (PETQ)PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The image uses visual metaphors (rats, vinegar, 'Strong Sell' shirts) to convey a negative sentiment toward the company.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Introduction to the thesis1 hit
05
Standard Spruce Point branding with logo and confidentiality footer.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
15
Spruce Point Capital Management branding (pine tree logo).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
16
The slide uses a photo of the equipment to ground the narrative in physical reality.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
22
Uses a screenshot of a PA government environmental permit database to challenge revenue assumptions.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
31
Spruce Point Capital Management branding (tree logo).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
35
Includes a specific callout regarding the closure of the Latin American office with address and non-working phone number.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide features the Spruce Point Capital Management logo (the tree).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
44
Uses red underlines and callout boxes to highlight specific phrases in SEC filings and contract excerpts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
50
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit