Matching slides 96,741
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The slide uses a 'precedent' framework to establish credibility by showing past successful short calls.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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This is a classic activist short-seller thesis slide, focusing on management integrity and business model viability.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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Uses a red flag icon and checkmarks to highlight negative findings.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a red flag icon and red boxes to highlight specific entities in the bio, framing the nominee's experience as questionable.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
The slide uses a table to contrast disclosed vs. omitted professional history, with red callouts highlighting negative outcomes for the omitted roles.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Includes a red flag icon and a screenshot of a legal complaint document.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
20
Uses a red flag icon to signal a warning or contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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Uses red flag iconography to denote warning signs.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a red flag icon to denote concerns, a common visual shorthand in activist investor decks.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a red-box callout to emphasize the specific allegations of mismanagement and self-dealing against the board.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
37
Uses red arrows to visually emphasize the divergence/reversal trend in both charts.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
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Uses red arrows to emphasize negative trends in the data tables.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
43
The slide uses color-coding (yellow/red boxes) to highlight specific contradictory data points in Q3 2020.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
44
Uses red arrows and question marks to highlight inconsistencies in financial disclosures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses financial statement screenshots and a combo chart to visualize the margin compression.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses two tables of financial statements and a summary table to demonstrate that inventory and receivables are growing faster than sales, a classic indicator of channel stuffing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
52
The table highlights specific Bill of Lading numbers and descriptions of returned X-ray equipment.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
53
The slide uses a table to present forensic evidence of suspicious supply chain activity.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a 'quote-vs-quote' structure to highlight potential management credibility issues.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
60
Uses a callout-style comparison to highlight a discrepancy between private expert opinion and public corporate narrative.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a call-and-response format to highlight a discrepancy between Booz Allen's transparency and Leidos's silence.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a government table to validate the activist's claim about Amazon's regional footprint.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
63
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management promises and reality.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
67
Uses a 'red flag' callout to highlight the connection between past and present accounting irregularities.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
70
The slide uses a red flag icon to highlight the negative information.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
71
Uses the Spruce Point Capital Management logo (pine tree) as a visual anchor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses a red underline and arrow to visually connect the target claim with the activist's rebuttal.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a red arrow to visually connect the disclosure text to the balance sheet data, emphasizing the accounting nuance.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a table of analyst price targets to highlight the gap between market consensus and the activist's bearish thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes 'Spruce Point Adj' row to highlight the impact of accounting adjustments on OCF and valuation multiples.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit