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Matching slides 110,471
Current window 70,771-70,800
Pages 3,683
Rows per page 30
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70,771-70,800 of 110,471

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04
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
06
The slide uses a strong 'villain' narrative regarding the G&K acquisition and management's financial reporting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
15
Uses red arrows as visual anchors for each of the four points.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
23
Includes a callout box highlighting the competitive advantage of APi over Cintas.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses a grid of job listings to prove that A/R functions are not centralized, specifically calling out the continued existence of G&K Services roles long after the acquisition.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
The slide uses a chronological comparison of SEC filing excerpts to point out a lack of transparency and suspicious accounting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
53
The slide uses red arrows as visual anchors for each governance failure point.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
68
Includes a direct quote/excerpt from a Moody's credit report.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
04
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
06
The slide uses a classic activist short-thesis structure, framing the company as a 'melting ice cube'.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
32
The slide uses external citations to frame Dropbox as a laggard in the collaboration software market.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a 'villain' framing (management) vs 'naive' market participants (bloggers/analysts).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
04
This is a classic activist short thesis summary slide.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a numbered list with red flag icons to emphasize critical risks.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
Uses a series of historical quotes to highlight management's recurring failure to meet profitability targets.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses a red arrow to visually connect the warrant provision in the 10-K to the adjustment table.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a red arrow to connect the adoption of accounting standards to the valuation spike.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses a numbered list of quotes to highlight the contradiction between initial claims of 'already integrated' and subsequent delays.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
04
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a classic activist short-thesis structure: high-level summary followed by detailed bulleted arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
30
The slide uses a 'villain' framing by highlighting the lack of free shipping as a competitive weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
35
Uses a direct quote from management to set up the contradiction.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
42
Uses a 'before-after' or 'evidence-claim' mapping style to link news headlines to activist commentary.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
Uses the 'Big Short' movie poster as a visual anchor to establish credibility via association with Steve Eisman.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
90
Uses red callout boxes to highlight the contradiction between the press release and the shareholder report.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses primary source interviews with distributors to contradict or contextualize public financial reporting.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit