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Matching slides 96,741
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69,271-69,300 of 96,741
03
This slide serves as a credibility-building appendix, highlighting the firm's history, rankings, and specific past successes in forensic research.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
05
The slide uses a 'villain critique' approach by highlighting specific failures in Ballard's China partnerships and market infrastructure.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
07
Includes a callout box highlighting the 75.6% retail ownership and 6.6% institutional ownership.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
08
The slide uses historical valuation charts to argue that current multiples are at all-time highs, supporting a bearish thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
09
Uses a combination of a stock price chart with annotated events and two bar charts showing cumulative losses and share count growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
11
The table serves to undermine the credibility of the company's reported backlog by showing historical project failures and lack of revenue conversion.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses red flag icons as bullet points to emphasize negative findings.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
14
This slide uses a skeptical tone to challenge the growth narrative of the Chinese fuel cell market.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
15
This slide serves as a critical assessment of market maturity, highlighting the gap between government targets and economic reality.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
16
The slide uses two tables: one for value chain composition and one for production metrics.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
17
The slide uses a table to contrast 2017 negative cash flows against 2016 positive cash flows and rising debt levels.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a process flow to contrast stated business goals with actual operational status.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
19
Uses red flag icons to denote critical points of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
20
Uses a custom flow diagram to map ownership (blue lines) and supply (red lines) to expose circular or self-dealing relationships.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
21
The slide uses a 'before-after' or 'promise-vs-reality' structure to undermine management credibility.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
22
Uses a red arrow to visually link the 'targeting' claim to the 'purchase orders' claim, and red circles to highlight the shrinking backlog.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a narrative structure to link historical regulatory changes to current financial risks for specific companies.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
25
Includes a table of central government subsidies and a table of specific fuel cell subsidy examples.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
46
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Includes a red box callout highlighting Q4 2013 operating margins.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses red flag icons to visually emphasize negative financial indicators.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a red-text callout to emphasize the 'red flag' nature of the data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a 'gotcha' approach by citing a specific job requisition to infer operational or compliance issues.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a side-by-side comparison to discredit the company's chosen peer group.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a direct comparison framework to systematically dismantle four key investment pillars.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a classic activist short thesis slide, framing the company's core business as failing and its growth prospects as negligible.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The table includes financial metrics such as revenue growth, EPS growth, gross/EBITDA margins, and valuation multiples (P/E, EV/EBITDA, EV/Sales, P/B).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Includes patent value adjustments and debt/cash adjustments to arrive at equity value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit