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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 68,971-69,000
Pages 2,643
Rows per page 30
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68,971-69,000 of 79,264

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06
The slide uses a two-row table structure to summarize key pillars of the activist thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller thesis slide, using a list-based structure to present multiple pillars of a bear case.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a combination of a stacked area chart and screenshots of financial reports to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
The slide uses red boxes and underlines to emphasize contradictions between Oatly's public sustainability narrative and its actual operational data/local site applications.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
27
Uses a 'Warning' callout box to frame the contradiction between investor claims and financial reality.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a combination of pull-quotes and a data table to build a narrative of mismanagement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
Uses a 'red flag' icon to signal a warning or contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses a red warning box to highlight the core thesis and a red box to highlight the calculated cost inflation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
41
Uses a red flag icon to denote a warning/contradiction. Includes two charts and analyst commentary.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a red warning box to draw attention to the contradiction between Barclays' capex modeling and management's guidance.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
49
The slide uses a red flag icon and red-bordered callouts to emphasize the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
50
Includes a footnote/note at the bottom regarding a second source.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
51
Uses a red flag icon and red boxes to highlight specific data points indicating potential accounting manipulation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a red box to highlight the 2019 actuals vs the forecast mentioned in the text.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
54
Uses red arrows to highlight the discrepancy between the presentation slide and the financial table.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
59
Uses a red flag icon and callout boxes to highlight financial reporting discrepancies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
59
Uses a 'before-after' framing of the CEO's career to establish a pattern of failure.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
66
Uses a red flag icon to signal a warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a cash-based valuation approach to justify a bearish price target.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
05
The slide uses 'Red Flag' as a recurring callout to highlight specific allegations against management.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
Uses 'Red Flag' as a recurring visual anchor for specific points of contention.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a 'red flag' visual metaphor to highlight regulatory disclosures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Uses a red flag icon to signal a warning/red flag to investors.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a red box highlight on the 'Percent Complete' column in the permit table.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
46
The slide uses a red box to highlight specific PHA data rows. The source is cited as Emadian et al. [43].Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The chart shows a clear upward trend in commodity prices, used to argue against the company's margin stability.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table uses a consistent 20% discount rate across all scenarios to highlight the impact of EBITDA and multiple assumptions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses red dashed callouts to quantify the basis point spread between Danimer's guidance and peer averages.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit