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 9,601-9,630
Pages 3,225
Rows per page 30
Component
9,601-9,630 of 96,741
01
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster2 hits
14
The slide uses a 'gotcha' tactic by counting keyword frequency to imply a discrepancy between marketing rhetoric and operational reality.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
21
Uses red arrows and callout boxes to link specific job description text to speculative management concerns.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 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 Victory2 hits
27
Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
01
Includes a visual metaphor of a rat on the shelf, suggesting a negative outlook.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
01
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)2 hits
19
The slide uses a table to show cross-ownership patterns among major institutional investors.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal2 hits
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal2 hits
32
The slide uses a CEO quote to justify the $500k incremental revenue assumption in the table.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)2 hits
35
The chart uses a blue horizontal line to represent the long-term average multiple of 13.4854x.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)2 hits
37
The slide highlights Vets First Corp's superior EBITDA growth projections compared to established industry peers.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)2 hits
38
The bull case is highlighted with a green box, emphasizing the potential upside based on a higher multiple for Vets First Corp.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)2 hits
01
The slide uses visual metaphor to critique the company's pricing strategy.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 2 hits
03
Includes a disclaimer about research contribution to Prescience Point LLC.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 2 hits
13
The slide includes a red box highlighting the 'Violation(s)' column and a detailed callout box showing specific inspector comments for one location.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
18
The table includes a specific callout for YoY average price change and a summary of the average premium for 2017 and 2018.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
31
The slide uses a comparison frame to highlight an outlier accounting practice.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
43
The slide uses red boxes to highlight Weis' negative organic sales growth and high valuation multiples relative to the peer group.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 2 hits
11
The slide uses a 'Fantasy vs. Reality' framing to discredit management guidance and analyst consensus.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment2 hits
25
Uses a peer benchmark to expose accounting aggressive behavior.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
27
The chart uses a red flag icon to draw attention to the MDA Communications line, which is significantly higher than the peer group.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
30
The slide uses a red flag icon to draw attention to the specific accounting practice being criticized.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction2 hits
38
Uses a red star and red callout box to highlight specific inaccuracies in the provided biography text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
40
Uses a direct quote from a conference call to set up a contradiction with official proxy filing text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown2 hits
42
Includes a callout box highlighting the discrepancy and a table showing pro-forma adjustments.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown2 hits
44
The slide uses a table to quantify the impact of accounting changes on revenue and EBITDA across seven quarters.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown2 hits
52
Uses a 'satellite industry heuristic' to derive a $225m annual recurring capex figure, contradicting management's $300-350m guidance for 2018.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
56
The slide uses a screenshot of a Morgan Stanley financial model to prove that historical commercial revenue targets were missed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits