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Matching slides 96,741
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71,161-71,190 of 96,741
04
The slide uses a comparative table structure to establish credibility through past performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
07
This is a classic activist short-seller deck slide, combining a strong headline with a dense narrative summary and supporting bullet points.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
10
The slide uses a classic 'pros vs cons' framing to justify a short thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
11
The slide uses a CEO quote to highlight potential issues with 'contra-relationships' or 'value-in-kind' revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
12
The slide uses a hub-and-spoke style diagram to show the flow of data, payments, and software between three entities.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a classic 'Claim vs. Reality' structure common in activist short reports.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
14
Uses a direct quote from a Sportradar Strategy Director to undermine the value proposition of the Genius-NFL deal.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
17
Uses CEO quotes to frame the narrative of aggressive growth targets.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
18
Uses expert testimony and competitor data to cast doubt on the sustainability of Genius's growth.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
19
The slide highlights the discrepancy between revenue growth and persistent operating losses, questioning the sustainability of EBITDA improvements.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
The slide uses red boxes to highlight specific trends in accounts receivable and deferred revenue as a percentage of revenue/cash revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
The slide highlights Genius Sports in a red-bordered row to draw attention to the negative working capital metrics.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide highlights potential financial strain or accounting anomalies by benchmarking Genius Sports against industry peers.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
Uses a process-flow diagram on the left mapped to specific rebuttals on the right.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
The table uses a 'Reality Case' framework to challenge consensus estimates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses red 'X' marks to visually emphasize contradictions.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses external news citations to frame the competitive landscape between Genius Sports and Sportradar.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
The slide uses a direct quote from a Sportradar Strategy Director to validate the thesis that the deal was overpriced.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Uses external quotes and earnings call transcripts to cast doubt on management's narrative.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses a Q&A format to provide qualitative evidence supporting the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
36
Includes a callout box highlighting the 2015 equity stake as a key piece of evidence.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
38
Uses a Q&A format to present qualitative evidence from industry insiders.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
40
Uses news headlines as evidence of financial ties.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
41
Uses a 'villain' framing technique to highlight a discrepancy between corporate messaging and market perception.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
113
This slide is part of an activist short report by Spruce Point Capital Management, framing the company's innovation as a response to market pressures.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
117
Spruce Point activist deck slide highlighting Oatly's lower R&D investment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a comparative valuation framework to justify a bearish thesis on Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
124
Uses a 'red flag' icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit