slides · global inventory
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9,511-9,540 of 96,741
01
The visual theme uses a digital circuit board motif with a central red globe, suggesting systemic risk or global connectivity issues.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg2 hits
01
The slide features a visual metaphor of a warehouse full of inventory with a person standing near a burning document, reinforcing the 'Strong Sell' thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
33
The slide uses red flag icons to emphasize negative strategic outcomes for the subject company (Ballard).Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
36
Uses a red flag icon to highlight the lack of commercial licensing.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
44
Uses photographic evidence to expose potential fraud, a common tactic in activist short reports.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways2 hits
58
Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
01
The visual metaphor uses skull-and-crossbones on barrels and a dead rat to imply toxicity or danger associated with the company's business.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
11
The slide uses a Bloomberg terminal screenshot as a base, annotated with callouts to highlight negative events coinciding with stock price movements.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
29
Includes a callout box highlighting the company's use of the word 'Potential' to cast doubt on their 3x value claim.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
21
Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
24
Uses a modified lifecycle diagram to visually refute the company's narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
25
Uses a before-after comparison to show the omission of a competitive landscape slide.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
30
Uses a 'villain' framing by suggesting IRBT is withholding information from investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Uses a 'before and after' comparison of charts to demonstrate data inconsistency.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
47
Uses red boxes and arrows to highlight specific accounting inconsistencies in SEC filings.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
48
Uses a dual-axis chart combining bar charts for absolute dollar values and a line chart for percentage of net income.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
49
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
53
The slide uses a red flag icon to signal caution regarding accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
54
Uses a red flag icon and a red arrow to visually connect the CFO's history to the 3Com litigation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
57
The slide uses a red box to highlight the 2014 conference schedule as a point of comparison against historical data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
61
The slide uses red boxes to highlight specific high percentages of sales/marketing expense in 2012 and 2013.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits