slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 9,571-9,600
Pages 3,225
Rows per page 30
Component
9,571-9,600 of 96,741
01
The visual metaphor of a burning satellite re-entering the atmosphere is a strong, aggressive visual hook.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction2 hits
10
Includes a specific callout on the Ukraine liability and debt maturity cliff in 2020.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment2 hits
01
The slide uses a satirical 'School of Hard Knox' diploma to mock the company's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
14
Uses red circles and arrows to highlight negative trends in the data tables.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
17
Uses a comparison of two text blocks to highlight a change in corporate strategy language.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
21
The slide uses a yellow callout box to highlight two main arguments regarding revenue decline.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
24
The slide uses a scenario table to illustrate the impact of market headwinds on EBITDA margins.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
27
Uses a callout box to highlight the 40% drop in tuition costs for newer cohorts.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
28
The slide uses a table to contrast the cost structures of two different business models in the OPM space.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
29
The slide uses a 'villain' framing (2U) vs 'disruptor' (Noodle) to undermine the incumbent's steady-state narrative.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
31
Uses a 'before-after' style framing to contrast corporate claims with empirical data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
32
The slide uses a combination of financial tables and qualitative callouts to debunk the scalability of 2U's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
38
The slide uses an 'imputed consensus model' to break down revenue expectations, contrasting them with historical performance data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
46
Contains two primary tables: '2015 Top Ten Programs Based On New Student Enrollment' and '2015 Revenues per Program Estimates'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
47
Contains two primary tables: '2016 Top Ten Programs Based On New Student Enrollment' and '2016 Revenues per Program Estimates'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
48
Includes two primary tables: Top 15 programs by enrollment and 2017 revenue estimates by program, plus a summary table of revenues by school.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
01
The slide uses a smartphone mockup to frame the report, featuring icons related to gambling, legal issues, and VIE structures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
07
The slide uses a 'villain' framing by highlighting how Momo exploits regulatory loopholes to disadvantage retail investors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment2 hits
11
The slide uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
17
Includes a screenshot of the official Chinese regulatory notice with English translation/annotation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
29
Includes a photo of the alleged building and a callout box for the address.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
36
Uses quotes from earnings calls to highlight management's lack of integration plans and analyst skepticism.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
37
Includes a table of financing rounds and a diagram of the ownership structure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
39
Includes a red oval annotation highlighting the divergence between reported and third-party data trends.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
40
Includes a specific quote from a Q3 2017 earnings call to highlight the contradiction.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
44
Uses testimonial-style quotes from anonymous agency sources to build a negative narrative.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
54
The slide uses a 'demand list' structure to highlight information asymmetry.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
59
Uses quotes from anonymous agencies to support the thesis of revenue manipulation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
61
Includes a red box highlight on the '% Rev to Platform' column in the bottom table.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
70
The slide uses a standard financial model buildup to justify a short thesis price target.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits