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 67,591-67,620
Pages 2,643
Rows per page 30
Component
67,591-67,620 of 79,264
07
This is a text-heavy thesis slide setting the stage for the rest of the deck's arguments regarding accounting irregularities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
09
Includes current market cap, enterprise value, and key financial metrics (Revenue, NOI, FFO, EPS) from 2017A to 2019E.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
12
The slide uses a hub-and-spoke diagram to link the CEO to multiple failed or controversial business entities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
19
The slide uses a narrow y-axis scale (0-8%) to emphasize the flatness of the growth trend.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
21
Includes a red flag icon on the HTA data point to signify suspicion or anomaly.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a table to highlight discrepancies in reported NOI growth, implying HTA removes properties to maintain a consistent ~3% growth rate.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses callouts to point to specific rows in the tables, questioning management's discretion in expense classification.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a 'Theory vs. Reality' framework to highlight financial discrepancies.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses red boxes to highlight the discrepancy between the 'High' target (3.0%) and the 'Actual' performance (2.9%) across multiple years.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
Uses visual red-lining to highlight the omission of a specific data point.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
29
Uses screenshots of media appearances to undermine CEO credibility.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
31
The slide uses red arrows for negative trends (insider) and green arrows for positive trends (institutional) to visually reinforce the activist thesis.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses red arrows to visually emphasize recent analyst downgrades, contrasting with the overall 'Buy' consensus.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
33
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The slide uses a Bloomberg terminal screenshot to visualize the stock drop event.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
Uses a visual '?' to imply that HTA's 'As If Adjusted' data is missing or hidden, drawing a parallel to BRX's restatement.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
The slide uses a '?' to imply that HTA's data is missing or requires the same forensic adjustment as BRX.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide uses a Bloomberg terminal screenshot to anchor the stock price drop to the specific date of the 8K filing.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
05
Uses a three-part color-coded framework to contrast perspectives.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 1 hit
09
The slide highlights concerns regarding the Tantan acquisition funding and potential shareholder dilution.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment1 hit
15
This is a classic activist short thesis slide, combining qualitative reputational risks with quantitative data points on KOL abandonment and insider selling.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses a table to highlight the discrepancy between disclosed and undisclosed entities, supported by an organizational chart.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
25
The slide uses red boxes to highlight the specific data points that contradict each other.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
26
Uses red boxes to highlight specific mismatched figures in the tables.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
38
The slide uses red circles and lines to visually connect the conflicting share counts (22,272,730) attributed to both Matrix and Purple Sky.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Includes a red oval annotation highlighting the divergence between reported and third-party data trends.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Includes a specific quote from a Q3 2017 earnings call to highlight the contradiction.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses a dual-axis combo chart (bar + line) to show the relationship between absolute volume and YoY growth/conversion rates.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Includes three charts: a dual-axis combo chart for MAU, a bar chart for ARPPU, and a stacked bar chart for revenue composition.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses a structured table to link specific business risks (Fee Sharing, Consolidation, Regulation) to financial outcomes.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit