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 7,141-7,170
Pages 463
Rows per page 30
Component
7,141-7,170 of 13,863
14
Includes an annotation on the chart indicating a change in corporate policy/strategy.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
53
Uses red callout box to highlight the specific contradiction in the COO's math.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
83
The slide uses a red box to highlight the post-IPO period and a question mark to emphasize the lack of disclosure.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Includes a red callout box highlighting the discrepancy between penetration growth and market opportunity claims.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a 'villain' framing by highlighting Generac's low engagement compared to peers.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
107
The slide uses a table-like structure to contrast Domestic vs International segment performance and management's shifting narratives.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
25
The slide uses a red flag icon and a red border around the key metric row to emphasize the 'red flag' thesis.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
148
Uses a red flag icon to highlight the contradiction between executive quotes and financial reality.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
171
Uses a 'Huh?' callout to highlight the contradiction between management's claims and financial reality.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
99
Uses red boxes to highlight comparable follower metrics on Facebook and Instagram.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
11
Uses a 'Warning' callout to emphasize the lack of long-term purchase obligations from major customers.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
22
The slide uses four pie charts to segment churn drivers by product category (Index, Analytics, ESG & Climate, Private Assets).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
52
The slide uses a screenshot of a website pop-up with an added red arrow and callout box to emphasize the lead generation tactic.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
94
The slide uses a table to highlight long-tenured directors and committee overlaps.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a screenshot of an auditor's report to suggest potential accounting concerns.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses a 9.3x growth annotation to highlight the 2019-2021 spike.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a line chart comparing DIO across four companies and six photos of store interiors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses red boxes and arrows to highlight negative trends and link them to the company's 'Marketing Drives Awareness & Consideration' claim.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The chart illustrates the 'top-ticking' of a market cycle by highlighting the acquisition date against a declining valuation trend.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
116
The slide uses red shading to highlight performance gaps against long-term targets.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
17
The slide uses a red box to highlight negative QoQ growth in Q3 and Q4 2024, contrasting it with management's price increase strategy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
78
The slide uses a red callout box to visually emphasize the 'Exited' status of specific shareholders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
24
Uses a 'before-after' comparison to highlight a specific strategic omission.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
67
Uses a quote-based contradiction technique to imply management obfuscation.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses red arrows and a yellow callout box to draw attention to specific changes in corporate disclosure.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
197
The slide uses a specific example of a technical presentation to cast doubt on the credibility of Intel's mask inspection tool performance claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
19
Uses Wayback Machine data to compare 2023 vs 2026 metrics.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
03
Includes a stock chart with an annotation pointing to the report date.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
03
Includes a stock price chart with a callout annotation pointing to the research report release date.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
45
The slide uses a diagram to illustrate cash vs non-cash movements in a transaction, followed by a critique of the accounting treatment and legal compliance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit