slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 67,441-67,470
Pages 2,643
Rows per page 30
Component
67,441-67,470 of 79,264
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
11
The table serves to undermine the credibility of the company's reported backlog by showing historical project failures and lack of revenue conversion.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses two tables: one for value chain composition and one for production metrics.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
17
The slide uses a table to contrast 2017 negative cash flows against 2016 positive cash flows and rising debt levels.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
19
Uses red flag icons to denote critical points of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
22
Uses a red arrow to visually link the 'targeting' claim to the 'purchase orders' claim, and red circles to highlight the shrinking backlog.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
26
The slide uses a table to contrast the 'hype' of announced plans with the reality of 'nascent' operational status.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
29
The slide highlights the competitive advantage of Beijing-based SOE-connected firms.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
31
The slide highlights a discrepancy between the number of approved companies and actual production capacity.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
37
Includes a red flag icon to highlight critical negative findings.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a stacked bar chart to illustrate that revenue growth post-2012 is driven by new segments rather than organic growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses a table to contrast analyst price targets with the current stock price to imply an overly optimistic consensus.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
56
The slide highlights that 83% of the company's value is based on 'potential' new business, which the author argues is unjustified given the company's history.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
57
The slide uses red boxes to draw attention to specific data points that represent aggressive changes in valuation assumptions.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
58
Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses a grid of line charts to show historical valuation volatility compared to a flat 'Average Valuation' line.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
The slide uses a valuation-based approach to argue for a significant downside in the stock price.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
05
The slide uses a numbered list format to present a series of negative catalysts and operational concerns.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses blue underlined text to indicate hyperlinks to source documents or data.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a 'Warning' header to frame the first section as a red flag regarding accounting integrity.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
10
The slide uses a combination of a valuation table and a bar chart for debt maturities to argue that the company is overvalued and financially fragile.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
15
Uses a contrast-pairs framework to dismantle specific analyst claims.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
19
Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
23
Uses a red flag icon to highlight the warning/contradiction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a before-and-after comparison to highlight corporate obfuscation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
29
Includes a callout box highlighting the company's use of the word 'Potential' to cast doubt on their 3x value claim.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
34
The slide uses a combination of a combo chart (bar/line) to show internal decline and a bar chart to show peer under-investment.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
36
Uses two charts to illustrate financial weakness: cumulative FCF and debt/revolver dependency.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
37
The chart uses a dual-axis combo format (bar + line) to show absolute sales vs growth rates.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
38
The chart highlights a decline from 2015 to 2016E and a slight decline between YTD 2015 and YTD 2016.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit