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
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Pages 3,683
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70,831-70,860 of 110,471
01
The slide uses a visual metaphor of a TV interface populated with negative 'channels' (e.g., 'Strong Sell Network', 'Over Valued') and includes imagery of rats and cockroaches on the furniture to imply a 'repellant' investment.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
Uses press release excerpts and a data table to demonstrate insider selling.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
The slide uses a comparison table to argue that direct ownership is financially superior to leasing.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a combination of a summary paragraph and a list of supporting evidence points, with key phrases underlined for emphasis.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide uses a series of news clippings and bulleted summaries to build a case against the company's business ethics.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses a 'before-after' or 'precedent' style to contrast Sungevity's 2016 pitch with its 2017 bankruptcy and 2020 layoffs.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a 'decomposition' style to show how a complex metric is built on 'unproven assumptions'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses professional background data to cast doubt on current management's track record.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide lists the portfolios of three specific analysts to demonstrate their lack of leasing-focused coverage.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
04
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
07
This is a classic activist short thesis slide, focusing on 'financial strain' and 'accounting manipulation'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
50
Uses a LinkedIn profile screenshot and a historical report snippet to establish a pattern of behavior.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
70
The slide uses a red callout box to emphasize the SEC investigation into Alta Mesa, connecting it back to the individuals mentioned.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses excerpts from the company's own proxy statement and website to frame the auditor relationship as 'too cozy'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
84
Uses a 'before-after' or 'contradiction' layout where the left side is the source document and the right side is the rebuttal.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
08
The slide uses a vertical process flow (red arrows) to connect three distinct pillars of the short thesis: management integrity, business model viability, and accounting/financial health.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a vertical red arrow process flow to connect specific criticisms to detailed descriptions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
Uses red boxes and arrows to link specific underwriters to negative news headlines.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
27
The slide uses a dialogue format to build a narrative of corporate malfeasance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
28
Uses red question marks and underlines to draw attention to discrepancies between historical filings and current disclosures.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
47
The slide uses a dialogue format to present qualitative evidence of potential financial impropriety.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses a 'before-after' or 'contradiction' structure to highlight management inconsistency.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses a 'Reality Check' framing to highlight a discrepancy between management's narrative and the underlying financial metrics.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses a side-by-side comparison of claims vs. evidence to highlight potential regulatory risks.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses a chronological structure to contrast corporate narrative with reality.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a dialogue format to present negative sentiment from former employees.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit