slides · global inventory
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Matching slides 96,741
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9,721-9,750 of 96,741
01
The visual metaphor of rocket engines hanging in a warehouse suggests industrial failure or stagnation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
19
Uses direct quotes from a regulatory filing to highlight a conflict between the FTC's stated goals and the actual market outcome.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
21
Includes a red box highlight on the total budget decline percentages.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
24
The slide uses a table to highlight the deterioration of backlog quality over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
25
Uses a red box to highlight Q2 2018 and a red arrow to emphasize the decline in the following two quarters.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
27
The slide uses a combination of a press release screenshot and a financial table to highlight the poor performance of the acquired entity.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
31
Includes a direct quote from a 10-K filing to support the argument.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
34
The slide uses a 'pro-forma' style adjustment to show what the balance sheet would look like without the revenue recognition change.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
36
Uses a table to adjust reported cash flow and highlight the discrepancy in growth rates.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
38
Uses a 'Really?' callout to highlight the contradiction between past remediation claims and current audit status.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
44
The slide highlights the removal of strict financial thresholds for personal factor bonuses and the addition of vague 'Board approved modifications' to EBITDA.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
45
The slide contrasts the 2018 incentive structure (price-based) with the 2017 structure (financial metric-based).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
54
The slide uses a red box to highlight the 'Small Cap Peers' group and a blue line to strike through the comparison, indicating Spruce Point's disagreement with the market's valuation methodology.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
08
The slide uses a third-party analyst report to validate the activist's own negative outlook on the company's financial performance and valuation.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster2 hits
27
Uses visual juxtaposition of two similar tow trucks to imply business model failure.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
28
The slide uses error bars to represent one standard deviation, suggesting a statistical comparison of price and mileage dispersion.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
30
Uses Reddit and customer review screenshots as primary evidence to contradict management's growth narrative.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
35
Includes Stock-Based CompensationCarvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
41
Uses a call-and-response format between an analyst and the CEO to highlight a potential contradiction in business model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
48
The charts show a clear downward trend in average review scores over time, particularly in 2018 and 2019.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
49
Uses customer testimonials to illustrate the 'lock-in' effect of the purchase process.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
54
Includes a testimonial/anecdotal evidence section at the bottom left.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
58
Uses excerpts from 10-K and S-1 filings to contrast reported margins with actual costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
62
Uses direct quotes from 10-K filings to highlight the discrepancy in segment reporting between Carvana and CarMax.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
65
Uses a call-and-response format to expose management's lack of transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
79
Uses a 'Carvana 101' vs 'CVNA Q3 FY 2018 10-Q' structure to juxtapose management claims against official filings.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem2 hits
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
91
The slide highlights specific red-boxed areas showing the disparity between voting power and economic interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits