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Matching slides 110,471
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70,591-70,620 of 110,471
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
03
This slide serves as a credibility-building appendix, highlighting the firm's history, rankings, and specific past successes in forensic research.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
17
The slide uses a table to contrast 2017 negative cash flows against 2016 positive cash flows and rising debt levels.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a photo of a factory floor to visually support the claim that no fuel cell vehicles are in production.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses visual evidence (photo) and historical context to undermine the credibility of a business location.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
44
Uses photographic evidence to expose potential fraud, a common tactic in activist short reports.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
45
Uses a red flag icon to denote a warning or contradiction.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
46
The slide uses red flag icons to emphasize findings that contradict expected performance or operational efficiency.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a stacked bar chart to illustrate that revenue growth post-2012 is driven by new segments rather than organic growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
03
The table serves as a track record of successful activist outcomes (CEO turnover).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
05
The slide uses a numbered list format to present a series of negative catalysts and operational concerns.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
15
Uses a contrast-pairs framework to dismantle specific analyst claims.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
21
The slide uses external media citations to validate the thesis of technological disruption in a traditional market.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
31
Includes a screenshot of a Signature Spirits price sheet and a callout box highlighting specific distillate prices.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
26
The slide uses a list-based narrative to build a case for competitive saturation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a 'villain' framing by suggesting IRBT is withholding information from investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a before-after comparison of slides to show the removal of a specific product roadmap/timeline.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses rhetorical questions to cast doubt on the company's IP strategy.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a circular diagram with a question mark to imply a lack of clear leadership structure or strategy.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses direct quotes from Glassdoor reviews to substantiate claims of poor management and high turnover.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red flag icon and a red arrow to visually connect the CFO's history to the 3Com litigation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a 'gotcha' approach by citing a specific job requisition to infer operational or compliance issues.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a side-by-side comparison to discredit the company's chosen peer group.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a direct comparison framework to systematically dismantle four key investment pillars.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a classic activist short thesis slide, framing the company's core business as failing and its growth prospects as negligible.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
21
Uses a 'Here's What Kratos Says' vs 'Here's What The Evidence Suggests' framing to highlight hypocrisy.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit