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slides · global inventory

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 70,351-70,380
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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70,351-70,380 of 96,741

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24
The slide uses a classic 'investor narrative vs. reality' setup common in activist short reports.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Uses a dialogue format to cast doubt on the sustainability or organic nature of the company's growth.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
The slide uses a callout-style layout to contrast executive statements with the premise of 'dodgy' disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a chronological list of 10-K disclosures to highlight the contradiction.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
The slide uses a table to contrast local tax filings with consolidated SEC filings to suggest potential financial misrepresentation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
The slide uses a two-part table structure: a revenue/inventory adjustment model on the left and a peer benchmark comparison on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
31
The slide uses a red box to highlight the subject company (Monolithic Power Systems) and an annotation to explain a spike in NXP Semi's data.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
32
The slide highlights Monolithic's upward trend in inventory compared to the relatively stable or fluctuating trends of its peers, with a specific annotation on the Renesas chart regarding an acquisition.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
34
Spruce Point Capital Management activist short report slide.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
35
Uses a combination of corporate disclosure text and financial charts to imply accounting manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
36
The chart highlights a negative trend (rising inventory relative to revenue) to support an activist thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
39
Uses a callout-style comparison to highlight the discrepancy between stated strategy and financial outcomes.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
40
The slide uses a yellow callout box to emphasize the specific text from the 10-Q that the activist is flagging as suspicious.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
42
The slide uses a red box to highlight the specific row in the table that supports the activist's thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
43
Uses a chronological list of quotes to build a case of management inconsistency.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
44
The slide uses a combination of a stock chart and a table of text excerpts to draw a parallel between past and present financial disclosures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
45
The slide uses a quote from an external report to undermine the growth narrative of the target company's consumer electronics business.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
46
Uses a series of quotes from company leadership to set up a contradiction with the subsequent data table.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
49
The slide uses a callout-style layout to present multiple distinct quotes from a single source.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
52
The slide highlights Monolithic Power's unusually narrow guidance ranges compared to peers, suggesting potential manipulation or artificial precision.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses peer data to imply that the subject company's precision in gross margin guidance is suspicious or anomalous.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
The slide uses sarcasm to imply that Monolithic's consistent performance is suspicious or manipulated.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide highlights Monolithic's outlier status in cash management relative to the industry average.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a flow-chart style comparison to contrast standard capital allocation with the target's behavior.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
The red box highlights the total spending on land/real estate vs dividends and M&A.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
64
The slide highlights a discrepancy between dividend payout ratios and EPS growth, implying that if earnings were real, the dividend should be higher.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
Uses a sales history table and a civil plan document to prove the company flipped land instead of developing it.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
The slide highlights that Monolithic Power has the highest square footage per employee, which the author uses to imply suspicious margin stability.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a red box to highlight the specific rows being compared to create a sense of financial irrationality or overpayment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
73
Uses visual callouts (red boxes and arrows) to highlight the contradiction between the company's claim and the regulatory record.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit