slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 13,863
Current window 7,081-7,110
Pages 463
Rows per page 30
Component
7,081-7,110 of 13,863
42
Uses visual evidence of product packaging alongside legal case headers to substantiate claims of IP infringement.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
73
Uses red arrow to visually connect inconsistent data points across tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a red dashed box to visually isolate the Carvana projections, contrasting them against the CarMax baseline.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
43
Includes a red box annotation on the table to draw attention to the 'Related Party' column.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
Uses red arrows and brackets to highlight the disconnect between asset value growth and square footage distribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
49
The slide uses a series of bar charts to visually demonstrate a correlation between two financial metrics to imply accounting irregularities.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
55
The slide uses a historical average of 12.5% to estimate proceeds from asset sales for FY10-FY18.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
118
The chart shows a clear divergence between management's organic growth figures and the activist's estimates, particularly in later quarters.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
123
The chart highlights a discrepancy between management's implied organic growth and the activist's estimate, which is consistently lower and often negative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
125
The chart highlights a discrepancy between management's optimistic organic growth projections and the analyst's more conservative estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
24
The chart uses a vertical red line to demarcate the pre-merger and post-merger periods.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
32
Includes a red circle annotation highlighting the connection between Wuxi Jianguo and Wuxi Yilumi.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide uses a red box and arrow to draw attention to the specific line in the SEC letter mentioning 'nine boxes of records'.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
09
Uses a combination of a stock price chart with annotated events and two bar charts showing cumulative losses and share count growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
36
Uses a red flag icon to highlight the lack of commercial licensing.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
09
Uses a before-after style comparison to highlight accounting discrepancies.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
06
The slide uses a red flag icon and red text to emphasize the 'warning' nature of the accounting changes.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
27
Uses visual comparison of bottle labels to highlight a change in production location.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
27
The slide uses a specific email timestamp (May 2, 2014) to frame the discounting as a negative signal.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses a 'before and after' comparison of charts to demonstrate data inconsistency.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
The slide uses a red box to highlight the 2014 conference schedule as a point of comparison against historical data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
12
The slide uses anatomical diagrams to illustrate the difference in ablation coverage between the two study arms.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a scenario table to demonstrate that Carvana's current operating levels are insufficient to cover fixed charges, highlighting a gap between management goals and reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
16
The map illustrates the limited scope of Aurora's 'Driverless Operations' relative to the total US interstate system.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
48
This is a procedural slide showing steps 5 and 6 of a technical investigation process.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
12
The slide uses a screenshot of network traffic logs to prove that a specific identifier ('art') is used to link user activity across different platforms, contradicting privacy expectations.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit