slides · global inventory
Diagram
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 23,622
Current window 9,451-9,480
Pages 788
Rows per page 30
Component
9,451-9,480 of 23,622
104
The slide uses a combination of a corporate structure diagram and a chronological list of transactions to build a case for self-dealing.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
Uses a red flag icon to highlight the thesis and a testimonial to support the claim.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
12
The slide uses a hub-and-spoke style diagram to show the flow of data, payments, and software between three entities.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
Uses a process-flow diagram on the left mapped to specific rebuttals on the right.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
89
Uses a comparison framework to contrast current market leaders (soy, almond, oat) with the emerging pea milk category.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
14
Uses a red flag icon and red boxes to highlight the contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
32
Uses a red flag icon to signal a warning/critique.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
11
Uses a red flag icon to signal warning/danger. The timeline structure highlights the professional overlap between the two executives.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a vertical timeline structure with red arrows indicating the 'reality' check against the initial claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
Uses a scenario-based logic to argue that both outcomes (renewal vs. no renewal) are negative for the company.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a 'decomposition' style to show how a complex metric is built on 'unproven assumptions'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a timeline-based narrative to highlight discrepancies in disclosure practices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a vertical process flow (red arrows) to connect three distinct pillars of the short thesis: management integrity, business model viability, and accounting/financial health.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a vertical red arrow process flow to connect specific criticisms to detailed descriptions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
The slide uses a hub-and-spoke diagram to visualize 'guilt by association' and complex web of relationships.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
21
The slide uses a 'hot potato' metaphor to suggest instability and poor quality of the asset being sold to public investors.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
29
The slide uses a hub-and-spoke diagram to visualize 'guilt by association' through red boxes and bidirectional arrows.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
82
Uses a vertical timeline structure to contrast corporate messaging with legal reality.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
Includes a timeline-style diagram showing the shift in terminology and a table comparing revenue definitions over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses red boxes and arrows to highlight specific patterns of association (Boulder Brands, EY, college) to imply potential conflicts of interest or cronyism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
94
Uses a 'before-after' framing to contrast stated priorities with actual behavior, highlighting a potential conflict of interest or strategic failure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Uses a split-screen diagram to contrast market views; includes callouts for specific competitive threats.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
The slide uses a flow diagram to illustrate the company's value creation model, then overlays a critical callout box to challenge the validity of the 'Reinvestment' figure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
90
Uses a red arrow to visually link the 'Acquisitions and/or buy-backs' box in the model to the text highlighting the $500m buyback.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
12
Uses a hub-and-spoke diagram to show how a single industry event (PDGM ruling) influenced multiple stock tickers, while the central callout challenges the market's interpretation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
64
The slide uses a custom flow diagram to highlight systemic risk, specifically labeling various flows as 'Credit Risk', 'Inventory Risk', and 'Tenant Risk'.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
89
The slide uses a red flag callout to highlight the contradiction between the stated accounting change and the later EPS benefit.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
Uses a 'CEO quote vs. Industry reality' structure to highlight a structural business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses a combination of corporate claims, market research, and anecdotal evidence to undermine the company's strategic focus.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a vertical red arrow as a visual anchor for the key pillars of the argument.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit