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slides · global inventory

Quote

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,645
Current window 7,471-7,500
Pages 355
Rows per page 30
Component: Quoteclear collectionreset all
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7,471-7,500 of 10,645

filter-aware
05
Uses a historical stock chart to validate the thesis by showing the decline of 2U after Spruce Point's report.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses screenshots of e-commerce product pages to challenge the 'high margin' narrative.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
62
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing internal Luxembourg documents with public SEC disclosures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
77
Includes a screenshot of a public records search and a table of lease expenses.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
87
Uses a quote-based contradiction framework.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
116
The slide uses a direct quote from a CFO to cast doubt on management's narrative.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
120
The slide uses a quote from the company to highlight the contradiction between 'objective financial criteria' and the actual metrics used.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
126
Includes a quote from a 10-K filing to contrast with the observed shipping volume data.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
23
Includes a direct quote from a CFO conference to contrast with the historical data trend.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
30
The slide uses a high-contrast yellow callout box to emphasize the negative quote.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a CEO quote to contradict the market's expectations for growth.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
51
Uses a callout box to contrast CEO quote with financial data; uses red brackets to highlight specific areas of concern in the table and text.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
47
Includes a quote from a Neurovascular Products Sales Director to reinforce the point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The image is stylized to look like police body-cam footage, with the subject's shirt edited to read 'BUY MY STOCK'.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
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 Moment1 hit
09
Uses a direct comparison of two sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
24
Uses a direct quote from a 2006 10-K to undermine the credibility of the business being discussed.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
37
Uses a combination of CEO quote, historical stock performance, and sales growth data to highlight a pattern of M&A failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
44
Uses a combination of bankruptcy filings and earnings call transcripts to highlight a discrepancy between reported organic momentum and acquired revenue potential.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses a comparison table to show that Verint is the only company in the peer group not reporting key cloud metrics.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a table to highlight the delta between reported figures and figures without the accounting change, alongside a quote from an earnings call to expose a contradiction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
Uses a combination of a bar chart, a CEO quote, and a valuation table to highlight the discrepancy in market valuation relative to growth performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
38
Includes customer reviews from Amazon and a market share table showing Frontline's decline.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses a combination of analyst commentary and direct quotes from company filings to expose a potential inconsistency in reported performance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Includes a quote from a UK peer (Pets at Home) to illustrate the difficulty of scaling veterinary practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Uses a combination of narrative text, a direct quote, and a press release snippet to build a case of corporate collusion.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Uses a table to adjust reported cash flow and highlight the discrepancy in growth rates.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
57
Includes a pig icon with 'Yup. Still A Pig.' caption, mocking management's rhetoric.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit