slides · global inventory
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Matching slides 118,471
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80,611-80,640 of 118,471
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Uses a combination of a screenshot of a traffic analytics table and a screenshot of a comparison website to build a narrative of competitive disadvantage.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a screenshot of a biography and a quote from a press release to establish the contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a 'villain' framing technique by juxtaposing historical data with conflicting management statements.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a Q&A format to frame the expert's testimony as a critique of company transparency and business health.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide highlights Remitly's aggressive use of stock-based compensation (12% of revenue, 78.2% of operating cash flow) compared to the peer average (4.1% and 26.1% respectively).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a table of analyst ratings and a pie chart to visualize the consensus bias.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The table details specific insider trading plans for executives including Pankaj Sharma, Josh Hug, and Matt Oppenheimer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The table compares Remitly against a basket of payment and money transfer companies, highlighting its high EV/FCF multiple compared to peers.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a red bar for Remitly to visually distinguish it from the peer group.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
Uses a comparison frame to highlight a lack of transparency in Remitly's financial reporting compared to a peer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
The design mimics an energy drink can, playing on the target company's brand identity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a list of bullet points to detail specific 'Recent Bearish And Concerning Developments' from 2021 to 2025.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses color-coded text (red/yellow) to emphasize negative sentiment and critical operational failures.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a two-row table structure to categorize interview insights.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses red and green arrows to emphasize the change in distribution count between two investor presentations.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a table to demonstrate how new, influencer-backed brands are entering the market and gaining traction, challenging the incumbent.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a red box to highlight negative QoQ growth in Q3 and Q4 2024, contrasting it with management's price increase strategy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses red lines to visually connect the contradictory statements in the CEO quote and the SEC filing text.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a combination of quantitative market share data and qualitative expert testimony to build a bearish case against Monster.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a two-row table structure to present qualitative insights.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses a comparison of quotes from different stakeholders to expose a potential discrepancy in Monster's reported channel exposure.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses photographic evidence to support the claim of aggressive private label pricing.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses visual evidence (screenshots and in-store photos) to demonstrate pricing strategy changes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a CEO quote to frame the promotional activity as a competitive threat.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses screenshots of e-commerce search results to support the thesis that Monster is losing shelf space/visibility in the dollar channel.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses a 'before-after' style juxtaposition to highlight a change in disclosure behavior.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses a table to contrast management quotes with employee testimony and maps new product launches to Amazon-only availability.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a screenshot of an Amazon search result page to illustrate the availability of SNAP-eligible energy drinks.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Highlights 2024 data in red to emphasize increasing intensity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit