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 7,111-7,140
Pages 463
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7,111-7,140 of 13,863
39
Uses a red warning box to highlight the core thesis and a red box to highlight the calculated cost inflation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
56
Uses red arrows and circles to visually map conflicting data points across different source documents.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
23
Uses a screenshot of a website dropdown menu to visually demonstrate the missing years.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a 'before-after' or 'side-by-side' comparison of two different investor presentation slides to expose a contradiction in Porch's financial reporting.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a dual-axis chart to correlate TSA throughput with year-over-year change, highlighting a recent decline.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
42
The slide uses a red-box annotation style to highlight specific claims and adds critical commentary (e.g., 'Nonsense! Make No Sense') to expose management's shifting narrative.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
34
Includes a table showing historical SREC revenue and growth, with red boxes highlighting recent declines in 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
09
Uses red underlining and a red callout box to emphasize the specific change in risk disclosure language.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
63
The slide uses visual evidence of store-brand packaging (Equate) explicitly referencing Dramamine to support the thesis of competitive pressure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Uses 'Spruce Point View' callouts to frame external news articles as evidence for their thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance to insider selling and buyback activity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
76
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance with insider selling.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
15
Uses a table of analyst ratings alongside a screenshot of a prospectus supplement to visually link the $2.75 price target to the lead underwriter.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
28
The slide uses a pie-chart-based visual scale to represent competitive strength, ranging from empty (weakness) to full (strength).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
64
The slide uses a custom flow diagram to highlight systemic risk, specifically labeling various flows as 'Credit Risk', 'Inventory Risk', and 'Tenant Risk'.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
85
Uses a side-by-side comparison of two tables to show the addition of a footnote (Footnote 4) between 2017 and 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
57
The slide uses red stars to mark the timing of the activist's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
15
Uses visual evidence (photos) and official government records to contradict company filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
98
Includes photographic evidence of the registered address showing other companies and an abandoned office.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
32
Uses visual evidence from Amazon search results to highlight competitor dominance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
44
Uses testimonials from neurosurgeons and a sales director to undermine management's credibility.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
The slide uses a grouped bar chart to visualize the gap between market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
30
The slide uses red bars to highlight the final data point in each series, coinciding with the timing of the Spruce Point short call (marked by a star).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
101
Includes a bridge from total liquidity to net debt calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
32
Uses visual evidence of shelf pricing to demonstrate competitive threat from private label products.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a red circle annotation to highlight the ratio calculation between total cash from ops and total repurchases.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses a red flag icon to signal a warning/contradiction.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit