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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 68,941-68,970
Pages 2,643
Rows per page 30
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18 30 60

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68,941-68,970 of 79,264

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06
This is a classic activist short-seller thesis slide, focusing on management integrity and business model viability.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
38
Uses a combination of expert quote, peer benchmarking, and incentive analysis to undermine management credibility.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses a combination of a company roadmap, a peer margin table, and a competitor financial projection table to build a case against the target's financial guidance.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
48
Uses excerpts from SEC filings to contradict company narratives regarding financing sources.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
Uses a red flag icon to signal warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
Includes a red flag callout regarding CEO selling activity.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
The slide uses a peer group analysis to argue that ABML is overvalued relative to industry peers.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
The slide uses a comparative framework to highlight the disparity between a SPAC-backed entity (Li-Cycle) and the target (ABML).American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
56
Includes a snippet of a property and equipment table from financial filings to support the 'two assets' argument.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
29
The slide uses a red flag icon and a red border around the final column to emphasize the contradiction.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Includes a snippet from a 10-Q filing and a table from a 2019 financial statement.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses red boxes to draw attention to specific financial figures and subsidiary ownership structures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses callouts to point to specific line items in the provided financial statement snippets to prove the overstatements.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
37
Uses red arrows to visually emphasize the divergence/reversal trend in both charts.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
38
Uses a red flag icon to signal warning/fraud risk.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
39
The slide uses a pie chart to show bonus weighting and a table to show performance vs targets, highlighting the 148% outlier.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
40
Uses red arrows to emphasize negative trends in the data tables.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
41
The slide uses a red flag icon and callout boxes to draw attention to specific data anomalies in the table.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses color-coding (yellow/red boxes) to highlight specific contradictory data points in Q3 2020.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses financial statement screenshots and a combo chart to visualize the margin compression.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses two tables of financial statements and a summary table to demonstrate that inventory and receivables are growing faster than sales, a classic indicator of channel stuffing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
51
The slide uses a red box to highlight the revenue line item in the table and connects it to a callout box explaining the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a red arrow to visually connect the changing revenue figures across three different quarterly presentations.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a callout box to contrast a quote from a 10-Q filing against a calculation derived from an investor presentation.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses a red box to highlight specific rows in the table and connects them to callout boxes explaining the alleged manipulation.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
71
Uses the Spruce Point Capital Management logo (pine tree) as a visual anchor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
74
The slide uses a red arrow to visually connect the disclosure text to the balance sheet data, emphasizing the accounting nuance.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
75
The slide uses a table of analyst price targets to highlight the gap between market consensus and the activist's bearish thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
76
Includes 'Spruce Point Adj' row to highlight the impact of accounting adjustments on OCF and valuation multiples.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
77
The slide argues that Leidos's premium valuation is unwarranted due to accounting distortions and management issues.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit