slides · global inventory
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Matching slides 18,554
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6,631-6,660 of 18,554
17
Uses a 'villain critique' style to frame management's explanation as 'rambling gobbledygook'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
37
The slide uses a Q&A format to present a negative customer sentiment regarding the company's value proposition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
49
Uses visual metaphors (golden goose vs. dog) to contrast company performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
12
Uses an expert quote to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
13
Uses a comparison table to contrast the company's stated method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
41
Uses a 'villain' (SunPower) to frame the competitive threat to the subject company (Sunnova).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
Uses a testimonial/quote from a former executive to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
Uses a comparison table to contrast the company's accounting method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
73
The slide uses a quote to validate the activist's thesis that the stock is expensive and insiders will sell.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
03
The slide uses a quote from Ben Axler to frame the thesis that S&P 500 status does not protect investors from corporate malfeasance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test2 hits
66
Uses a quote from the company to set up a contradiction with the activist's thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
72
Uses a quote from the company's proxy statement to contrast with the activist's critique of the board's financial oversight.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
77
Includes a table detailing 2018 AIP financial modifiers for various executives, highlighting the CEO's Adjusted EPS component.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
45
The slide uses a donut chart to show customer concentration and a logo grid to illustrate the client base, highlighting the 'Financial Services & Government' segment.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
10
The slide uses a structured layout to contrast the company's narrative with the activist's skepticism.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment2 hits
23
The slide uses a red box to highlight the adjusted FCF discrepancy.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg2 hits
25
Uses a combination of narrative text, a quote from the CEO, and a screenshot of an SEC press release to establish a 'guilt by association' narrative.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg2 hits
38
Uses a screenshot of an Instagram post as evidence of potential related-party transactions or wasteful spending.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
40
Uses visual evidence (jet, yacht) and a direct quote to frame the CEO as misaligned with shareholder interests.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
49
Uses red and blue boxes/arrows to visually link and contrast specific line items across two different financial tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
Uses red boxes and arrows to visually link and contrast specific revenue figures across two different financial documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
51
Uses red boxes to highlight specific line items (Material Recovery) that show significant discrepancies between the two reporting periods.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
67
The slide uses a table to contrast company-reported metrics with activist-adjusted metrics to prove misstatement.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
73
Uses a 'Spruce Point Reality' vs 'GFL Prospectus' framing to highlight a discrepancy in reported EBITDA multiples.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
79
Uses a 'Reality Check' framework to juxtapose management claims against third-party credit analysis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
80
The slide uses a 'Spruce Point Reality Check' callout to frame the contradiction between two sets of financial guidance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
Uses a 'CEO Quote vs Reality' structure to highlight management deception.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
Uses a table from an Ares Capital 10-Q to highlight the distressed nature of the target company.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
101
The slide uses a quote from an industry observer to support the thesis that GFL's acquisitions are largely failures, justifying the high intangible asset valuation as a risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits