slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,541-6,570
Pages 619
Rows per page 30
Component
6,541-6,570 of 18,554
19
Uses Glassdoor-style employee reviews to validate the thesis of poor management and M&A execution.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
23
Includes a translated German review and LinkedIn employee count data.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
25
Includes screenshots of Glassdoor-style reviews and LinkedIn employee/hiring metrics.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
05
Uses a historical stock chart to validate the thesis by showing the decline of 2U after Spruce Point's report.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
35
Uses screenshots of e-commerce product pages to challenge the 'high margin' narrative.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
62
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing internal Luxembourg documents with public SEC disclosures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
77
Includes a screenshot of a public records search and a table of lease expenses.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
87
Uses a quote-based contradiction framework.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
116
The slide uses a direct quote from a CFO to cast doubt on management's narrative.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
120
The slide uses a quote from the company to highlight the contradiction between 'objective financial criteria' and the actual metrics used.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
126
Includes a quote from a 10-K filing to contrast with the observed shipping volume data.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
04
The slide uses a 'precedent_table' to establish credibility by showing past performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction2 hits
30
The slide uses a high-contrast yellow callout box to emphasize the negative quote.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
38
Uses a CEO quote to contradict the market's expectations for growth.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
51
Uses a callout box to contrast CEO quote with financial data; uses red brackets to highlight specific areas of concern in the table and text.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
54
The slide uses a yellow callout box to highlight quotes from an anonymous source.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
57
Uses a dialogue-based format to expose a discrepancy between CEO statements and industry reality.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
78
Uses a CEO quote to contrast with the accounting reality shown in the table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
47
Includes a quote from a Neurovascular Products Sales Director to reinforce the point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
01
The image is stylized to look like police body-cam footage, with the subject's shirt edited to read 'BUY MY STOCK'.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes2 hits
07
Uses red arrows to connect management's guidance changes to the 'cookie jar' reserve calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment2 hits
09
Uses a direct comparison of two sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment2 hits
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)2 hits
24
Uses a direct quote from a 2006 10-K to undermine the credibility of the business being discussed.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
37
Uses a combination of CEO quote, historical stock performance, and sales growth data to highlight a pattern of M&A failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
44
Uses a combination of bankruptcy filings and earnings call transcripts to highlight a discrepancy between reported organic momentum and acquired revenue potential.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
Uses a comparison table to show that Verint is the only company in the peer group not reporting key cloud metrics.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
64
Uses a table to highlight the delta between reported figures and figures without the accounting change, alongside a quote from an earnings call to expose a contradiction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
103
Uses a combination of a bar chart, a CEO quote, and a valuation table to highlight the discrepancy in market valuation relative to growth performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits
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 2 hits