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Matching slides 96,741
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69,631-69,660 of 96,741
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
05
This is a short-seller research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
06
Spruce Point Capital Management research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
07
The slide uses a short-seller thesis structure, highlighting specific operational failures (lack of CISO, reliance on Supermicro) to justify valuation compression.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
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The slide uses red text to emphasize specific failures to disclose information, framing the timeline as a narrative of corporate malfeasance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
10
The slide uses a timeline to build a case for imminent regulatory or industry-wide action.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
15
Uses a visual 'before and after' comparison to demonstrate the removal of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses a before-and-after visual comparison to demonstrate the deletion of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
17
Uses a 'before-after' style comparison of press releases and website content to imply a cover-up.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
19
Uses a screenshot of a legal disclosure to highlight a specific addition of text.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
20
Includes a screenshot of a presentation title slide as evidence of the subject's former role.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
22
The slide uses a rhetorical question to cast doubt on the company's transparency and relationship status with government entities.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide uses a 'Stopped Disclosing' label to visually demonstrate a decline in transparency, framing it as a red flag for financial health.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
26
Uses red arrows to highlight the negative growth trends in 2017.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
27
Uses direct quotes from SEC filings to highlight management's inconsistency.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
29
The slide uses a table to demonstrate the impact of reclassifying vendor credits on gross margin figures.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
30
The slide uses a side-by-side comparison of two cash flow statements to demonstrate the impact of the accounting reclassification.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
32
The slide uses a 'before-after' logic to expose accounting manipulation.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
33
The slide highlights how accounting changes mask the true decline in cash flow.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
34
The slide uses a table to cast doubt on the company's governance by highlighting auditor churn.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
36
Uses direct quotes from proxy statements to expose management behavior.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
37
The slide critiques the company's non-standard MROIC calculation (20x rent multiple) and uses it to demonstrate poor relative performance.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a table to highlight the lack of equity ownership among the executive team and board members.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
40
The table uses a bridge-style logic to adjust 2017 results to a 2018 pro forma estimate.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red arrow to draw attention to the 'Positive Business Outlook' metric.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red arrows to highlight underperformance of Weis Markets (WMK) relative to peers.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a peer benchmark table to argue that Weis Markets' suboptimal performance warrants a discount relative to industry M&A multiples.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a P/E multiple valuation approach to justify a significant downside target.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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Uses a vertical list of red arrows to emphasize the negative points.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit