slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 70,651-70,680
Pages 3,683
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70,651-70,680 of 110,471
03
The slide uses a comparison table to establish credibility by citing past successful short-selling campaigns.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
Uses a vertical list of five key arguments (the 'arrows' structure) to frame the short thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
18
The slide uses stock charts to visually demonstrate the 'implosion' of companies that reported bank overdrafts, a common red flag in forensic accounting.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
68
Uses a list of media headlines to demonstrate a coordinated PR effort.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
08
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
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
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
Uses a table of analyst price targets followed by specific quotes from JP Morgan, Canaccord, and Jefferies to illustrate the 'consensus' view.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
03
The slide includes a specific thesis statement about Dollarama at the top, which seems slightly out of place for a general 'About' slide, suggesting it might be a template or specific to a Dollarama deck.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
14
Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
22
Uses a transcript from an earnings call to contrast management's explanation of asset disposals with financial data.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
Uses a combination of a data table and news clippings to build a case for competitive pressure.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
35
The table highlights that peers (DLTR, BIG, DG, FDO) report store closures, while Dollarama does not. The slide uses this to frame management's lack of transparency as a red flag.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
48
Uses a 'mature business' valuation framework to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
49
Uses a reverse-valuation (implied growth) approach to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
13
Uses a simple additive equation visual to represent the merger.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
14
Slide 14 of an activist deck by Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
03
Includes a disclaimer about research contribution to Prescience Point LLC.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
03
The slide establishes credibility by highlighting the firm's history, rankings, and a table of historical successes.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
08
The slide uses a numbered list format to detail specific grievances, including accounting irregularities, management turnover, and failed business projections.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
09
The slide uses a numbered list format (4) to structure the core arguments against the company.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
27
The chart uses a red flag icon to draw attention to the MDA Communications line, which is significantly higher than the peer group.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
40
Uses a direct quote from a conference call to set up a contradiction with official proxy filing text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
54
The slide uses a table to calculate the implied price per km2 of the NGA contract to challenge the bull case thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
56
The slide uses a screenshot of a Morgan Stanley financial model to prove that historical commercial revenue targets were missed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
33
The slide uses a red box to emphasize the specific risk factor related to 'Ineffective marketing efforts'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
50
2U, Inc. (TWOU)2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit