slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 721-750
Pages 2,019
Rows per page 30
Component
721-750 of 60,568
17
The slide uses red boxes to highlight the cost savings advantage of in-house printing over third-party labs and Align's list prices.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
38
Includes a tier-based discount table for Align and a total annual cost comparison across different membership tiers.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
52
Includes three distinct tables: cost-per-case, additional equipment expenses, and a total annual cost comparison by tier.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
37
Uses a 'villain' framing (management) vs 'naive' market participants (bloggers/analysts).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction3 hits
10
The slide uses a red arrow to connect the 'Total Potential Dilution' figure to a callout box emphasizing the 80% increase in share count.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
12
Uses a combination of a Bloomberg ownership table and a historical SEC litigation release to frame the company's investor base negatively.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
29
Uses a combination of financial tables and callout boxes to build a narrative of accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
96
Uses a red arrow to visually connect the company's reported STIP earnings to the adjusted calculation, highlighting a $44 million delta.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
37
Uses red arrows to highlight the missing 'Raw materials' line item in the 2013 disclosure compared to the 2014 disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test3 hits
53
The slide uses peer data to imply that the subject company's precision in gross margin guidance is suspicious or anomalous.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
22
The slide uses a scenario-based comparison to argue for an immediate exit strategy.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
36
The slide highlights Mettler-Toledo in orange rows to contrast its high margin ranking with its low sales and EBITDA per employee rankings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
61
Uses a red box and arrow to visually connect US revenue data to US earnings data, highlighting the discrepancy.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table3 hits
97
Uses red boxes and arrows to highlight missing or inconsistent information in SEC filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 3 hits
07
Uses red arrows to connect management's guidance changes to the 'cookie jar' reserve calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment3 hits
69
Uses red arrows and boxes to visually link specific line items across different financial tables to demonstrate the 'magic' accounting.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
19
Uses red arrows to connect entities across different source documents (PwC analysis, Idaho Secretary of State, and court filings).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
78
Uses a combination of credit agreement data and pro forma financial statements to derive an implied negative Q4 EBITDA for VIP.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
12
Includes a mix of product imagery, financial tables, and a competitor mapping table.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster3 hits
16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
50
Uses red boxes and blue lines to visually connect contradictory data points across different financial sources.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
50
Includes three distinct data tables: Diabetes Statistics, Market Shares, and Market Penetration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
37
The slide uses red boxes to highlight specific errors in analyst models (EPS calculation, net debt usage, and share count).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax3 hits
44
The slide uses red boxes and arrows to highlight the discrepancy between intangible asset values and fixed asset values in the financial tables.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
45
Uses financial statement excerpts to point out accounting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
127
Uses direct quotes from earnings calls to highlight discrepancies with external financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
25
Includes a callout box highlighting growth metrics for cohorts.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal3 hits
19
The slide uses a 'villain' framing by contrasting the target company's (Maxar) lack of disclosure with the transparency of its peers.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms3 hits
23
Uses shipping data (Bill of Lading) to calculate implied unit pricing and compares against financial guidance and inventory levels to highlight discrepancies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof3 hits