slides · global inventory
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Matching slides 118,471
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9,031-9,060 of 118,471
06
This is a classic activist short-seller thesis slide, focusing on management integrity and business model viability.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster4 hits
25
The slide uses a red-box callout to emphasize the specific allegations of mismanagement and self-dealing against the board.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal4 hits
38
Uses a combination of expert quote, peer benchmarking, and incentive analysis to undermine management credibility.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
68
Uses a red arrow to visually connect the CAO's past role at SAIC to the fraud case description.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 4 hits
28
Uses red boxes to highlight specific text segments that contradict or omit information found in earnings calls.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle4 hits
31
Uses a timeline-based argument to expose a contradiction in the board's disclosure process.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory4 hits
13
The slide uses a 'before/after' style comparison of biographies to expose a hidden professional history.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment4 hits
79
Uses a 'Reality Check' framework to juxtapose management claims against third-party credit analysis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 4 hits
55
Uses excerpts from SEC filings to establish a narrative of auditor failure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory4 hits
20
Uses excerpts from SEC filings (8-K and NT-10Q) to contrast poor financial governance with executive compensation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg4 hits
14
Uses a 'before and after' structure to expose the flaw in analyst methodology regarding bundled vs unbundled contracts.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 4 hits
123
The slide uses a quote from a proxy statement to contrast the board's stance with the activist's concern about overboarding.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 4 hits
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
09
The slide uses a direct comparison of text from a 10-Q and a 10-K to point out accounting inconsistencies.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
40
The slide uses survey data to undermine the narrative of Dexcom's technological moat.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal4 hits
45
Uses financial statement excerpts to point out accounting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction4 hits
68
Uses red boxes to highlight the shift in language from 'roughly half' to 'a portion' of free cash flow.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test4 hits
23
The slide uses legal text excerpts to build a case for potential misrepresentation by the company to its lenders.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory4 hits
42
The slide highlights a conflict of interest where management decisions (like purchasing warehouses) artificially boost EBITDA to trigger higher bonus payouts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 4 hits
04
The slide uses a narrative-heavy structure to outline the investment thesis, including proprietary analysis, market dynamics, and historical precedent.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)4 hits
05
The slide uses bolded action-oriented headers for each paragraph to summarize the core investment thesis points.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)4 hits
59
Uses direct quotes from conference calls and industry reports to highlight the gap between management narrative and business reality.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms4 hits
05
This is a dense text-heavy slide typical of activist short-seller reports, using bold headers to structure the argument.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)4 hits
11
Uses a series of external citations to build a negative case against the subject company's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown4 hits
05
Uses a three-part color-coded framework to contrast perspectives.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 4 hits
47
The slide uses a narrative structure to frame the company's history as a series of growth cycles followed by fatigue, leading to the current critique of its business model.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
55
Uses red underlines and arrows to connect the CAO's background to specific historical accounting failures at her previous employer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
40
The slide uses a 'villain critique' style to highlight management's inconsistent messaging regarding their ability to forecast warrant impacts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax4 hits
28
Uses a carrot emoji as a visual metaphor for 'dangling a carrot' to investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction4 hits
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem4 hits