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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 67,741-67,770
Pages 2,643
Rows per page 30
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18 30 60

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67,741-67,770 of 79,264

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04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
05
This is a short-seller research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
06
Spruce Point Capital Management research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
07
The slide uses a short-seller thesis structure, highlighting specific operational failures (lack of CISO, reliance on Supermicro) to justify valuation compression.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
27
Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
This is a cover or section divider slide for a short-seller research report.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses a red bar to highlight the 2018 record low in insider ownership.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
32
Uses a table of analyst price targets followed by specific quotes from JP Morgan, Canaccord, and Jefferies to illustrate the 'consensus' view.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
33
The slide uses red bars to highlight Mercury's outlier status in all three metrics.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
34
The slide uses a short-seller research note format to justify a bearish thesis on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
04
The slide uses a precedent table to establish credibility by showing a track record of successful short-selling/activist campaigns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
06
This is a classic activist short thesis slide, structured as a summary of key arguments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
07
The slide is structured as a two-part argument: accounting/operational concerns followed by valuation concerns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a red box to highlight the specific data points (EBITDA Margin and Sales Growth) that the author finds contradictory.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a combination of a bar chart for debt maturity, a pie chart for debt structure, and a line chart for interest rate trends to build a case for financial risk.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
13
The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
14
Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
17
Includes a Bloomberg EQS screen capture and two custom charts showing margin divergence.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
18
The chart shows a disconnect between rising debit card penetration and volatile/stagnant comp benefits.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
21
Includes a line chart showing wage growth vs inflation and a bar chart showing EBITDA margin sensitivity to labor cost hikes.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
40
The table uses a bridge-style logic to adjust 2017 results to a 2018 pro forma estimate.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red arrow to draw attention to the 'Positive Business Outlook' metric.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red arrows to highlight underperformance of Weis Markets (WMK) relative to peers.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses red boxes to highlight Weis' negative organic sales growth and high valuation multiples relative to the peer group.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a peer benchmark table to argue that Weis Markets' suboptimal performance warrants a discount relative to industry M&A multiples.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a P/E multiple valuation approach to justify a significant downside target.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit