slides · global inventory
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Matching slides 10,645
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7,681-7,710 of 10,645
11
The slide uses a 'Warning' callout to establish a pattern of behavior by the CEO, referencing a specific SEC case.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
23
Uses visual evidence (screenshots) to highlight a shift in corporate messaging.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
34
Includes a CEO quote callout at the bottom.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
39
Uses a direct quote from the CEO to frame the contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
49
Uses a 'Company Promotion' vs 'Spruce Point Reality' comparison frame to expose a contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
56
Uses a red flag icon to denote a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
57
Uses screenshots of a live chat transcript to demonstrate lack of product knowledge by Microsoft sales staff.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
59
Uses a red flag icon to denote a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
61
Uses red flag icon and red boxes to highlight the contradiction between management claims and public data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
77
The slide uses a combination of tables and a quote to suggest a contradiction between the CEO's stated mission and his personal financial behavior.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
23
Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
04
The slide uses a 'before-after' logic applied to short-selling outcomes.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
28
Uses a red flag icon and red boxes to highlight the contradiction between the CEO's narrative and the tax delinquency records.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
29
Uses a combination of accounting data and management quotes to suggest aggressive accounting practices.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
40
The slide uses a red box to highlight the 'Over (Under) Spend' row, specifically emphasizing the negative variances in 2020 and 2021.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
54
Uses a 'red flag' visual metaphor to highlight the contradiction.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
59
The slide uses a direct quote from a JPM conference to establish the expectation, followed by a table of quarterly financial results to demonstrate the failure to meet that expectation.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
64
The slide uses a quote to bridge the previous critique of technology systems to the upcoming critique of inventory reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
65
Uses a red flag icon to denote a warning or red flag finding.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
67
The slide uses a table to demonstrate that after adjusting for the reclassification of loaner instruments, the 'Days Inventory' metric remains largely flat, contradicting the CEO's statement.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
86
The slide uses a Q&A format to highlight internal deal-making flaws and subsequent performance failures.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
102
Uses a quote from the Microsoft/Nuance deal call to frame the competitive threat.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
111
Uses a red flag icon to signal a warning/contradiction. Includes a table of investing activities and two specific callouts for external sources.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
150
Uses a direct quote from a competitor's 10-K to highlight the contrast in accounting practices.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
152
The slide uses a 'CEO Quote vs. Reality' structure, common in activist short reports.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
157
The slide uses a table to link specific physicians to payments from both OrthoSensor and Stryker, highlighting potential conflicts of interest.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
162
Uses a red box to highlight the core argument and a callout box for the CEO quote.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
37
The slide uses a red flag icon to highlight the discrepancy between AMR's narrative and the data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
89
Uses a red flag icon to signal a warning about management's claims.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
96
Uses a combination of management quotes and internal data tables to derive a revenue estimate that challenges the sustainability of the revenue stream.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit