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Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 69,541-69,570
Pages 3,225
Rows per page 30
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69,541-69,570 of 96,741

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03
The slide establishes credibility by highlighting the firm's history, rankings, and a table of historical successes.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
04
The slide uses a comparison table to validate the firm's track record by showing specific outcomes for four past campaigns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
06
Uses a 'Lemon + Lime = Lemon Aid' metaphor to mock the merger of DigitalGlobe and MDA into Maxar.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-point structure to categorize the thesis into historical acquisition failure and current management/governance concerns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a numbered list format to detail specific grievances, including accounting irregularities, management turnover, and failed business projections.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
09
The slide uses a numbered list format (4) to structure the core arguments against the company.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
12
The slide uses a 'precedent' framework to establish credibility by linking current target (Maxar) to a past successful short campaign (NCR).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
14
The slide uses a classic 'Concern vs. Evidence' table structure common in activist short reports.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
15
Uses dual charts to show the correlation between industry cycles and company performance, highlighting the 2012 acquisition point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
16
The table includes a summary row for total capex and year-over-year growth percentages.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
17
Includes a stacked bar chart and a pro-forma calculation table to demonstrate organic decline.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
18
Uses a callout box to zoom in on Note 6 of the financial statements to show the lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
19
The slide uses a 'villain' framing by contrasting the target company's (Maxar) lack of disclosure with the transparency of its peers.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
21
The slide uses a precedent table to establish a pattern of behavior in the industry.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
23
The slide uses a red border to draw attention to the target company (MacDonald Dettwiler) and its outlier metrics.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
24
The chart uses a vertical red line to demarcate the pre-merger and post-merger periods.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
26
The slide uses a before-after comparison to highlight a shift in financial metrics following an acquisition.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
28
The slide uses a direct excerpt from a financial report to demonstrate a lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
29
Highlights the discrepancy between the 2013 figures reported in the 2013 Annual Report versus the 2014 Annual Report.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
31
The slide uses a red box to highlight the 'Adjusted Free Cash Flow' row and a red arrow to highlight the 'Total Debt' row for the LTM 6/30/18 period.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
33
The red box highlights the 2015-2016 period where receivables past due and notes receivable increased significantly.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
34
The slide uses a timeline to suggest a pattern of leadership flight, implying internal issues or lack of confidence in the company's direction.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
36
Spruce Point Capital Management branding (pine tree logo).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
37
The slide uses analyst consensus data to argue against the market's bullish sentiment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a table to break down revenue by cohort year, highlighting the aggressive growth assumptions for newer cohorts compared to mature ones.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a 'bridge' logic to derive the residual value of future growth expectations.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses a bar chart to visualize the multiple contraction risk, contrasting 2U's 12.6x multiple with 5.0x and 4.1x precedents.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide highlights 2U's premium valuation relative to its peers, suggesting a potential re-rating.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
Includes a callout box explaining the rationale for the peer multiple selection (5.0x-7.0x) based on student acquisition costs and program churn.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
45
Includes specific methodology notes regarding 2U's MD&A disclosures and cohort revenue imputation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit