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Matching slides 118,471
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79,081-79,110 of 118,471
01
The slide uses a satirical visual metaphor (clown, 'SELL' signs, 'Mr. Irrelevant' reference) to frame the target company negatively.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
07
This is a classic activist short-seller deck slide, combining a strong headline with a dense narrative summary and supporting bullet points.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
10
The slide uses a classic 'pros vs cons' framing to justify a short thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
11
The slide uses a CEO quote to highlight potential issues with 'contra-relationships' or 'value-in-kind' revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
09
This is a classic activist short-seller thesis slide, using a list-based structure to present multiple pillars of a bear case.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a combination of a stacked area chart and screenshots of financial reports to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a 'red flag' icon to signal the activist's critique.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a 'before-after' style comparison of Oatly's own marketing materials against a 2013 internal report to expose inconsistencies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
19
Uses red boxes and arrows to highlight discrepancies in data presentation between 2019 and 2020 reports.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
27
Uses a 'Warning' callout box to frame the contradiction between investor claims and financial reality.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a Q&A format to present expert testimony as a form of investigative research.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a combination of pull-quotes and a data table to build a narrative of mismanagement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a red flag icon to highlight the warning callout.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a red warning box to draw attention to the contradiction between Barclays' capex modeling and management's guidance.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
50
Includes a footnote/note at the bottom regarding a second source.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
53
Uses a red arrow to visually connect the two conflicting data points.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
59
Uses a red flag icon and callout boxes to highlight financial reporting discrepancies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
68
Includes a specific callout to a board member's past involvement in an inventory inflation scheme at Green Mountain Coffee Roasters.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
69
Uses red arrows and question marks to highlight discrepancies between historical and current financial disclosures.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
87
Uses a combination of a stacked area chart and excerpts from financial filings to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
Uses visual evidence (screenshots) to support the thesis of poor product placement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
97
The slide uses screenshots of e-commerce search results to demonstrate that competitors rank higher than Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
101
Includes red flag icon, photographic evidence of shelf gaps, and direct quotes from distributors.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
Uses a combination of callouts, a table, and direct quotes to contrast company claims with historical data and executive statements.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
115
Uses a 'before-after' narrative structure to discredit an analyst's current credibility.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
116
Uses quotes from founder and former employees to establish a conflict of interest.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
118
Uses a 'before/after' or 'claim/reality' structure to expose a contradiction in corporate narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit