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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 69,031-69,060
Pages 2,643
Rows per page 30
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69,031-69,060 of 79,264

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06
This is a classic activist short-seller thesis slide, structured around the ESG framework to highlight specific governance and operational failures.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
This is a classic 'villain critique' slide, establishing the target's poor fundamentals and manipulative behavior.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a strong, accusatory tone typical of activist short-seller reports.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
Uses a red flag icon to signal a warning/contradiction. Includes specific 10-K disclosure callouts to challenge organic growth claims.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Uses a red box to highlight negative CAGR in the table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a screenshot of a Piper Sandler financial model to point out specific growth projections for 'Imaging' and 'OVP' segments.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
17
Uses a red flag icon to denote a warning/critique.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
18
Uses a 'scil' acquisition as a benchmark to derive implied North American operating expenses.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
21
Includes a sarcastic callout regarding Heska's CEO statement.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Uses direct quotes from BAML and Barclays conferences to frame the contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a red bar for Heska to highlight its underperformance relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a red flag icon to signal a warning/contradiction. Highlights Heska's low R&D spend relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
40
Uses a red flag icon to denote a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
52
Uses a red flag icon to denote a warning or skepticism.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
57
Uses SEC correspondence and financial data to debunk the 'disruptive' narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
58
Uses IDEXX's own 10-K language to undermine the uniqueness of Heska's business model.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
60
The slide uses red boxes and arrows to annotate specific cells in a financial table to point out inconsistencies and lack of clarity in company reporting.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
61
The slide uses red boxes to highlight specific data points in the table that contradict the company's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
62
Uses a red flag icon to highlight the contradiction in data. Includes a detailed cohort analysis table and a summary comparison table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
63
The slide uses a 'before and after' comparison of earnings release tables to demonstrate the removal of a metric.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
The slide uses a table to show the growth of noncash revenue and callouts to highlight management's stated strategy.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
48
Uses a dialogue table to highlight a discrepancy in industry norms.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
51
The slide uses a red arrow and underlining to highlight the 'no cost' clause in the contract.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
52
Uses a table to itemize services and their costs, with a red arrow highlighting the VIK clause.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
54
Spruce Point Capital Management branding (pine tree logo).Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
55
The table uses a DCF-style approach to arrive at an implied share price and downside percentage.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
56
The slide uses a valuation bridge to argue that the current market multiple is inflated compared to peer-based guidance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
57
The chart uses a dual-encoding approach: bars for valuation multiples and bubbles for growth rates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
58
Uses a bar chart to contrast revenue multiples and growth rates between Genius and various peer segments.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
59
The table highlights that Genius Sports (GENI) trades at high multiples despite lower margins and growth compared to the peer group averages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit