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 6,571-6,600
Pages 619
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Component
6,571-6,600 of 18,554
04
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
15
Uses a 'Then vs Now' structure to establish a pattern of behavior by the management team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
20
Includes qualitative callouts regarding gross margin compression and cost structure assumptions.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
32
Uses a 'before-after' style contradiction by juxtaposing a CEO quote with a news article about a competitor and technical performance charts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
46
The slide uses a 'villain' (Align Technology) and their own CEO's words to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown2 hits
47
Uses a 'Then vs Now' structure to establish a pattern of behavior by the executive team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown2 hits
03
The slide uses a 'Quote From Ben Axler' as a framing device to establish the firm's contrarian thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
30
The slide uses a direct quote from a 10-Q filing to support the activist's thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
31
Uses a red box to highlight the slowdown in inventory growth in the table.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
23
Uses a direct quote from a Dropbox CFO to contrast with survey findings.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
28
Includes a quote from an analyst (Mark Mahaney) that the slide author is preemptively refuting by highlighting the high cost per customer.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
33
The slide uses a direct quote from a former employee to undermine the company's credibility.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
41
Uses a quote from Dropbox's financial disclosures to highlight the nature of their equipment leases.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
43
Uses a quote from the IPO prospectus to frame the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
18
Uses a chronological layout to contrast early management statements with later financial disclosures.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
32
Uses a 'quote vs. reality' structure to highlight management hypocrisy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
16
Uses a timeline table and footnote comparison to expose the accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
20
Uses a 'Possible Cause' vs 'Spruce Point Concern' structure to frame the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
22
Uses a 'before-after' or 'contradiction' framing to highlight management failure to execute stated strategy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
35
Uses a direct quote from management to set up the contradiction.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
38
Uses screenshots of social media profiles to visually demonstrate the gap in follower counts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
46
Uses a quote from management to contrast with the analyst's interpretation of the financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
47
Uses a red flag icon to highlight the contradiction in management communication.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
58
Uses a combination of data tables, management quotes, and activist commentary to build a case for channel stuffing.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
70
Uses CEO/CFO quotes to highlight hypocrisy regarding capital allocation.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
90
Uses red callout boxes to highlight the contradiction between the press release and the shareholder report.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
58
Uses a combination of historical 10-K data and a modern earnings call quote to expose a contradiction in management's narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
67
The slide uses a grid of Glassdoor-style reviews to build a narrative of toxic management.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
03
The slide uses a case study approach to establish credibility for the firm's short-selling thesis regarding Chinese exposure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
21
Uses a testimonial from a former engineer to anchor the thesis of a diminishing moat.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits