slides · global inventory
Callout
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Matching slides 96,741
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9,541-9,570 of 96,741
01
The slide uses a satirical visual metaphor (chalk outline on a golf course, ambulance, 'Broken Medical Trust' sign) to frame the company negatively.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
03
The table serves as a track record of the firm's influence on corporate leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
12
The slide uses a hub-and-spoke diagram to link the CEO to multiple failed or controversial business entities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds2 hits
16
The slide uses a callout box to synthesize the narrative of deep-seated conflicts between Thompson and Peters.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds2 hits
20
The slide uses a comparison frame to highlight how the definition has become more permissive over time, facilitating potential earnings management.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
21
Includes a red flag icon on the HTA data point to signify suspicion or anomaly.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
29
Uses screenshots of media appearances to undermine CEO credibility.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 2 hits
25
The slide highlights how capital leases can be used to inflate EBITDA and free cash flow, potentially to influence management bonuses.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
27
The slide uses a visual block to indicate where data is no longer disclosed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
29
The chart shows a massive divergence between capital expenditure and physical asset growth, supported by a data table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
37
Uses red arrows to visually highlight trends in the table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
39
The slide uses a bar chart to correlate fee spikes with auditor changes, and includes biographical callouts to cast doubt on the auditor's credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg2 hits
24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction2 hits
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
34
Includes a specific callout on PP&E breakdown suggesting excessive spending on office fixtures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
36
Uses linear regression to justify a specific price target based on peer multiples.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
39
The slide uses a 'fraud-exposure' framework to contrast company claims with empirical data.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
01
The image uses visual metaphor (vacant store, downward arrow, rat) to convey a negative outlook on the company's performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
13
Uses a 'not equal' symbol to visually represent the contradiction between valuation and operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
18
The slide uses a bridge-style reconciliation to expose that the company's reported SSR figures mask underlying vacancy issues.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
01
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
10
The slide uses a mix of capital structure data and valuation multiples to argue that the company is overvalued.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment2 hits
19
The slide uses red borders to highlight negative trends in the data table.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
43
Uses a 'Smartest Guy In The Room' callout to highlight Goldman Sachs' lower price target.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
46
The slide argues that the valuation expansion is unjustified due to poor business performance metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
49
The slide uses a bearish thesis to justify a significant downside in stock price based on multiple valuation metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution2 hits