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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 79,264
Current window 70,441-70,470
Pages 2,643
Rows per page 30
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70,441-70,470 of 79,264

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32
The slide uses a combination of a data table and a pull-quote to support the thesis of financial distress.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
33
Uses color-coded highlights to emphasize contradictory statements and high-risk metrics.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
34
The slide highlights a discrepancy between the company's purchase commitment data and analyst revenue forecasts.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
35
Uses color-coded highlights (green) to emphasize new competitors in the 2024 list.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
36
The slide uses a table to calculate implied revenue from CCEP and compares it against reported volume growth to highlight a discrepancy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
38
The slide uses a 'before' (2022 text excerpt) and 'after' (2023 data table) comparison to highlight a lack of transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
42
The slide uses red highlighting to draw attention to specific contradictory claims and deteriorating financial metrics.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
44
The slide uses two side-by-side tables to contrast financial performance with auditor compliance details.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
54
The table highlights a potential red flag regarding corporate governance or accounting transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
55
Includes a direct quote from a former employee and a data table comparing actual vs consensus capex.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
56
The slide uses red text for negative values and highlights specific cells in yellow to draw attention to discrepancies.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
58
The slide uses a table to highlight financial metrics that contradict a healthy partnership, specifically focusing on the 2023 auditor change period.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
60
The slide uses a table to show DSO trends and a line chart to show the stock price decline of Celsius, linking the two via an arrow.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
61
The slide uses a line chart to contrast the DSO trends of Monster and Coke, with annotations pointing to specific growth milestones and distribution changes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
62
The slide uses color-coding (orange) to highlight specific cells where restatements occurred, contrasting them with original 2021 data.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
63
The slide highlights a specific anomaly in the 2023 column of the table.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
64
The slide uses a red box to highlight the 'Additions to intangibles' line item across two periods to demonstrate a mathematical discrepancy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
66
Includes a red arrow pointing from the amortization period change to the impairment charges, highlighting the 'bust' nature of the deal.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
68
The slide uses a table to contrast FY2023 and quarterly 2024 data to show the anomaly in the 'Implied Return' row.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
73
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
74
The slide highlights the discrepancy between analyst consensus and the activist's view on valuation.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
75
The slide highlights Monster's aggressive stock-based compensation strategy compared to industry peers.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
76
The slide uses a red callout box to highlight the core thesis against Monster Beverage.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
77
The slide uses a red box to highlight the ~3x revenue multiple, contrasting it with the implied higher valuation of Monster.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
78
The slide uses a Bloomberg terminal chart to argue that the current valuation is unjustified given fundamental deterioration.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
79
The slide uses a standard valuation build-up (EBITDA to Equity Value to Share Price) to demonstrate downside risk.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
06
The slide uses a numbered list to structure the short thesis, typical of activist investor presentations.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
12
The slide uses red highlighting to emphasize negative trends in the data table.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
13
The slide uses a red box highlight to draw attention to the 2024 inflection point where recognized revenue surpassed added revenue.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
14
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management guidance and actual performance.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit