slides · global inventory
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Matching slides 118,471
Current window 77,641-77,670
Pages 3,950
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77,641-77,670 of 118,471
01
The slide uses visual metaphor (rats, 'WTF Petcare' sign, danger sign) to frame the company as a toxic investment.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
04
This is a classic activist short-seller 'thesis' slide, combining character assassination with fundamental business analysis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
07
The slide uses red boxes to highlight the discrepancy between Street guidance and the adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Includes red-bordered callouts highlighting negative performance metrics in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses red boxes to highlight specific metrics where the Spruce Point estimate deviates from or challenges the consensus.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a 'villain critique' approach by linking the CEO's past professional history to current company financial practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide contrasts Street estimates with Spruce Point's own adjustments, specifically focusing on the impact of Non-GAAP add-backs on EBITDA and leverage ratios.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses visual evidence of media appearances to frame the company's narrative as superficial.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses a screenshot of the company website to highlight omission of negative history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a combination of narrative text, a financial table (PwC analysis), and a screenshot of business entity information to establish a link between the subject and fraudulent activity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a combination of narrative text, a data table from PwC, and a legal document excerpt to build a case of fraud.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses visual evidence (screenshots, Yelp reviews, state filings) to link a PetIQ executive to a business with poor consumer ratings.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a timeline-like structure to present evidence of company history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses a timeline-based forensic analysis to link corporate entities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a three-column layout to detail specific legal cases from 2003, 2007, and 2010.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses red boxes to highlight specific discrepancies in corporate filings and LinkedIn history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Includes excerpts from legal filings (Complaint and Counter-Allegations) to support the activist thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The slide uses a table to link specific directors to past failures, serving as a 'villain critique' to undermine the board's credibility.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a red box to highlight the discrepancy between the investor-reported figure ($225.4M) and the management-compensation figure ($232.7M).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
44
The slide highlights the removal of strict financial thresholds for personal factor bonuses and the addition of vague 'Board approved modifications' to EBITDA.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses a table to highlight the limited and potentially overly optimistic analyst coverage to set up a bearish thesis.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The table uses red arrows to emphasize the decline in ownership for most fundamental investors and the AJRD Savings plan.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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 Inaction1 hit
51
The slide uses a 'fraud-exposure' style argument by highlighting hidden liabilities to challenge market valuation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Uses star icons to highlight the 'Spruce Point Adjusted' valuation point.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The table includes a 'Max', 'Average', and 'Min' row for the peer group, followed by Aerojet's current and 'Adjusted' valuation metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
The slide uses a red box to highlight the 'Small Cap Peers' group and a blue line to strike through the comparison, indicating Spruce Point's disagreement with the market's valuation methodology.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
The slide uses a table to contrast historical performance with a recent negative outlier to suggest a trend of future disappointment.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
56
Includes detailed footnotes regarding real estate assets and liability adjustments.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 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