Matching slides 119,566
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65,761-65,790 of 119,566

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Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
07
Uses a red flag icon and a 'HUH?' callout to emphasize the contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
Uses a red flag icon to signal warning/contradiction. Employs a 'before/after' style comparison of revenue models.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
Includes a red flag icon and a block quote from a legal document.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
12
Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
13
Uses a red flag visual metaphor to signal warning to investors.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
15
The slide uses a red flag icon to signal danger/warning. It explicitly links the current target (Porch) to a historical failure (Active Network) to build a bearish case.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
01
Slide 1
The slide uses a visual metaphor of a TV interface populated with negative 'channels' (e.g., 'Strong Sell Network', 'Over Valued') and includes imagery of rats and cockroaches on the furniture to imply a 'repellant' investment.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a 'Lemon + Lime = Lemon Aid' metaphor to suggest the merger of two failing companies (lemons) does not create value.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Uses a 'CEO Quote Contradiction' framework to undermine management's narrative.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
Uses a combination of biographical data, a primary source excerpt, and a stock price chart to build a narrative of management incompetence/dishonesty.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
40
Uses a 'before-after' style mapping of professional experience to stock performance and negative news events.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
The slide features the Spruce Point Capital Management logo (the tree).Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
Includes a screenshot of a Needham research report table and specific callouts highlighting calculation errors.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
The slide uses a 'Spruce Point Reality' callout to frame the contradiction between analyst claims and market reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
Uses excerpts from legal filings to contrast private admissions with public analyst reports.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
41
Includes a red 'X' annotation over the 2019 disclosure table to emphasize it is no longer provided.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
56
The slide uses a tree logo, likely representing Spruce Point Capital Management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
65
The slide features the Spruce Point Capital Management logo (the pine tree).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
70
The slide uses a red callout box to emphasize the SEC investigation into Alta Mesa, connecting it back to the individuals mentioned.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
71
Spruce Point Capital Management branding.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
75
Uses red boxes and arrows to highlight specific line items in financial tables that the author claims are overstated.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
84
Uses a 'before-after' or 'contradiction' layout where the left side is the source document and the right side is the rebuttal.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit