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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 96,741
Current window 69,871-69,900
Pages 3,225
Rows per page 30
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69,871-69,900 of 96,741

filter-aware
03
This slide serves as a credibility-building appendix page.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
05
The slide uses a classic activist short-seller structure: headline thesis followed by a detailed breakdown of fundamental business deterioration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses a structured list format to present multiple red flags, including executive turnover, M&A strategy, and aggressive revenue recognition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a 'guilt by association' tactic, linking board members to past corporate failures (Miller Energy, United Industrial, School Specialty).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
08
This is a classic activist short thesis slide, focusing on 'catalysts' (share sales) and 'valuation gaps' (hidden liabilities).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a timeline-over-chart format to correlate specific corporate governance and financial events with stock price movements.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a 'Spruce Point Adj. Valuation' to demonstrate that the company's true leverage is significantly higher than reported by the Street.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
12
Includes a mix of product imagery, financial tables, and a competitor mapping table.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
13
Uses visual 'X' marks over headshots to indicate departures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a large red 'X' overlay to visually strike through the text of the removed competitive strengths.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses quotes from Space News to build a case against the competitive viability of Aerojet Rocketdyne.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a structured list format to detail the FTC's rationale and the specific conditions imposed on the acquisition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to illustrate the loss of market share to competitors like Orbital ATK and Blue Origin.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain critique' structure to frame the SLS program as a liability for the company.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
Uses the 'Déjà vu' framing to establish a pattern of behavior in failing companies.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
30
Uses direct quotes from the company's 10-K to expose internal control failures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a table to show declining inventory-to-backlog ratios and highlights missing 2018 data with '????'.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a table to show that despite negative working capital, the ratios remain stable, preempting concerns about liquidity or accounting shifts.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a red box to highlight the $0.0 figure in the 2018 total row.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a red box to highlight the discrepancy in FY 2018 figures between reported and adjusted metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses a table to compare historical bio text against current state license data.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
90
The slide uses a timeline-annotated line chart to correlate stock price drops with specific negative corporate events and insider selling activity.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
92
The slide uses a table to quantify the concentration of voting power and a callout box to emphasize the governance risk associated with the founder's criminal history.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
The slide uses a table to expose a contradiction in how different analyst sectors value the same company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide argues that Carvana is mispriced because it is being compared to the wrong peer group.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
96
The slide uses a bear-case valuation approach to argue that Carvana is significantly overvalued compared to peers like CarMax and Truecar.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
97
The slide uses a 'bull vs. bear' framing to systematically dismantle the investment thesis for Carvana.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
98
This is a classic activist short thesis slide outlining the 'path to zero' for a target company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit