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slides · global inventory

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Matching slides 96,741
Current window 71,101-71,130
Pages 3,225
Rows per page 30
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71,101-71,130 of 96,741

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01
Slide 1
The visual uses a surrealist metaphor (cow licking a spilled carton of oat milk) to imply the product is unnatural or inferior to dairy.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a two-row table structure to summarize key pillars of the activist thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a red-background sidebar for key claims and a white-background main column for detailed evidence.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
This is a classic activist short-seller slide presenting a list of grievances/contradictions.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
This is a classic activist short-seller thesis slide, using a list-based structure to present multiple pillars of a bear case.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
Uses a classic 'Bull vs Bear' framing to systematically dismantle investment theses.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Uses a red arrow visual metaphor to link specific corporate values to specific critiques.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
34
Uses a combination of narrative text, a list of personnel, and a table of grant funding to establish a pattern of bias.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a 'villain' critique style to highlight management's shifting narrative.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a testimonial format to validate the activist's thesis through an anonymous insider source.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Uses a quote-based contradiction framework to highlight the gap between management's narrative and actual contractual commitments.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a red box highlight on the 'Percent Complete' column in the permit table.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
41
The slide uses a 'before and after' comparison of news clippings to highlight the discrepancy between initial projections and final outcomes.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
42
The slide uses a 'preempt_rebuttal' strategy by drawing a direct parallel between a failed historical peer (Metabolix) and the current subject (Danimer).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
44
The slide uses an academic review to undermine the environmental value proposition of PHA bioplastics.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a table to contrast PLA and PHA degradation metrics, followed by a text excerpt highlighting the environmental risks of methane.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a red box to highlight specific PHA data rows. The source is cited as Emadian et al. [43].Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses a red flag icon to signal a warning/contradiction. Highlights specific text in red to emphasize the 'catch' in the technology.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a table-like structure to categorize historical applications and conclusions about PHA technology.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Features two distinct expert quotes (a competitor and an industry expert) to build a bearish case against Danimer's PHA business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a direct quote to undermine the target company's business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses a quote-based contradiction framework to challenge management credibility.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The chart shows a clear upward trend in commodity prices, used to argue against the company's margin stability.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses expert testimony to undermine the viability of the company's product by highlighting technical limitations (barrier properties, shelf life).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table uses a consistent 20% discount rate across all scenarios to highlight the impact of EBITDA and multiple assumptions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses red dashed callouts to quantify the basis point spread between Danimer's guidance and peer averages.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
62
Uses a screenshot of a tweet and a quote from a Seeking Alpha article to highlight the discrepancy between corporate messaging and potential financial reality.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
63
Uses LinkedIn profile screenshots and a Facebook post to document executive departures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit