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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 68,281-68,310
Pages 2,643
Rows per page 30
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68,281-68,310 of 79,264

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07
The slide uses a vertical stack of three callout boxes to structure the argument.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide uses a three-part structure with red arrows to highlight specific areas of concern (Flawless acquisition, financial strain, and related party JV).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a two-part structure: Governance/Compensation issues followed by Valuation/Risk issues.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide uses a timeline-annotated line chart to correlate corporate events with share price performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
12
The chart highlights a 'Near Term Debt Due' wall in 2019, while the text critiques the company's debt-to-EBITDA reporting and JV transparency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
The slide uses two tables to show implied market share by procedure count and dollar value, highlighting the decline in share over time as a point of skepticism.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses two bar charts to illustrate the 'unsophisticated' nature of sell-side projections for patient volume and market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a call-and-response format to present evidence of a market share discrepancy.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses two 100% stacked bar charts to visualize the contradiction between analyst estimates and company claims.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses red boxes and arrows to highlight negative trends in contrast to the overall market growth.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a table to show the inverse relationship between Penumbra's growth and Medtronic's market entry, with a callout box explaining why the Medtronic data is incomplete.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
Includes red box annotations highlighting the convergence of delta and growth trends.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses primary research (interviews) to corroborate quantitative market share loss.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The chart uses a dual-axis combination (bar and line) to correlate revenue guidance raises with quarterly revenue beats.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
39
The table models five scenarios for Medtronic's aspiration pricing ($4k down to $0) and calculates the resulting financial impact.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
The slide uses a stacked bar chart to show market growth and a grouped bar chart to compare market share estimates between sell-side and Spruce Point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
The chart highlights a divergence in growth expectations between the market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
Uses testimonials from neurosurgeons and a sales director to undermine management's credibility.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
The slide highlights a red-bordered row for Penumbra, Inc. to emphasize the anomaly.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses testimonials from industry participants to support the claim of aggressive marketing tactics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The chart shows a clear upward trend in DSO from Q3-2016 to Q1-2019, supporting the thesis of artificial inflation.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
Includes a red hand-drawn annotation on the left chart highlighting the exclusion of 'Vascular Access' from the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
The slide uses a grouped bar chart to visualize the gap between market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The table uses red boxes to highlight the Spruce Point estimates that differ from the sell-side consensus.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide highlights Penumbra's valuation relative to its peers, specifically contrasting PMA vs 510(k) pathways.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The table segments peers by FDA pathway (PMA vs 510K) to highlight that PEN is trading at multiples inconsistent with its lower-tier 510K status and weaker fundamentals.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
The slide uses a Bloomberg terminal screenshot to provide 'objective' market data to support the activist thesis of insider dumping.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
The slide uses a table to demonstrate that despite 'Buy' ratings, the average price target implies negative upside.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
The table explicitly calculates the percentage change from current sell-side estimates to the activist's bear/bull cases across key financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit