slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 67,411-67,440
Pages 2,643
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Component
67,411-67,440 of 79,264
05
The slide uses a 'villain critique' approach by highlighting specific failures in Ballard's China partnerships and market infrastructure.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
07
Includes a callout box highlighting the 75.6% retail ownership and 6.6% institutional ownership.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
08
The slide uses historical valuation charts to argue that current multiples are at all-time highs, supporting a bearish thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
09
Uses a combination of a stock price chart with annotated events and two bar charts showing cumulative losses and share count growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The chart highlights IRBT's significant outperformance relative to peers like AMZN, WMT, TGT, BBBY, SODA, and JCP.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a bar-line chart and a table to show declining investment trends.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses a 'before and after' comparison of charts to demonstrate data inconsistency.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses direct quotes from Glassdoor reviews to substantiate claims of poor management and high turnover.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a discrepancy between management's stated share repurchase programs and their actual selling behavior.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses red dashed boxes and arrows to highlight the manipulation of EBITDA targets and weighting.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses a red flag icon to draw attention to the narrative text. Highlights specific cells in the table with red boxes.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a red flag icon to emphasize the warning sign of compensation disconnect.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
44
The slide uses a red flag icon and a red dashed box to highlight the anomaly in Q1 2014.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses red boxes and arrows to highlight specific accounting inconsistencies in SEC filings.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a dual-axis chart combining bar charts for absolute dollar values and a line chart for percentage of net income.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Includes a red box callout highlighting Q4 2013 operating margins.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses red flag icons to visually emphasize negative financial indicators.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a red-text callout to emphasize the 'red flag' nature of the data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
The slide uses a red box to highlight the 2014 conference schedule as a point of comparison against historical data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The slide uses red boxes to highlight specific high percentages of sales/marketing expense in 2012 and 2013.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The table includes financial metrics such as revenue growth, EPS growth, gross/EBITDA margins, and valuation multiples (P/E, EV/EBITDA, EV/Sales, P/B).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a 'villain' framing by highlighting IRBT in red against a peer group in blue.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Includes patent value adjustments and debt/cash adjustments to arrive at equity value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit