slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,580
Current window 9,781-9,810
Pages 3,986
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9,781-9,810 of 119,580
11
Uses visual evidence (screenshots) to support claims of corporate misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
11
The slide uses screenshots of competitor pricing pages to illustrate the 'free' or low-cost storage threat.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
13
Uses screenshots of news articles and a mobile UI to demonstrate the loss of a key distribution channel.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
14
Uses visual evidence (screenshots) to support the claim of slowing growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
31
Uses a side-by-side comparison of quotes and news clippings to highlight the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
25
Uses three news clippings as evidence to support the argument that warrant deals are common practice for Amazon.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
20
Uses a timeline-style comparison of two press releases and a 10-K excerpt to illustrate value erosion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
98
Includes photographic evidence of the registered address showing other companies and an abandoned office.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 3 hits
35
The slide uses a 'Here's What Management Wants You To See' framing, which is a classic activist short-seller technique to set up a contradiction.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
55
Uses a dialogue-based contradiction format between an analyst and a CEO.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
62
Uses screenshots of 8-K filing, FDA recall notice, and a law firm announcement to build the case.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
69
The slide uses red arrows and boxes to highlight discrepancies in employee counts and corporate affiliations.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
70
Uses red boxes and arrows to highlight address overlaps and copyright notices.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
57
Uses an org-chart style diagram to illustrate family connections and roles.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory3 hits
60
Uses a three-column layout to present case studies of alleged corruption.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory3 hits
36
Uses visual evidence (screenshots) to highlight operational silos.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)3 hits
40
Uses screenshots of website and LinkedIn as evidence of the acquisition.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)3 hits
89
The slide uses a visual mapping technique to link specific individuals (Alexander, Kreinberg, Sorin) across Verint's early governance documents and SEC fraud charges.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
90
Uses red arrows and dashed lines to visually connect the timeline of the SEC charges to the Verint CFO transition announcement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
22
Uses a timeline-like structure to present evidence of company history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
45
Uses screenshots of LinkedIn and SEC filings to build a case of non-disclosure.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
51
Uses a visual comparison to highlight operational differences between two business models.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
53
The slide uses a 'villain' framing by highlighting a competitor (Essentials PetCare) that Walmart prefers over the subject company (PetIQ).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
61
Uses a visual timeline/flow of news articles to demonstrate management's failure to execute.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
85
The slide uses a 'villain critique' approach by aggregating historical legal documents to establish a pattern of behavior.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory3 hits
19
Uses a press release screenshot as evidence of XPO's capital commitment to a warehouse facility.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg3 hits
28
Uses a collage of news clippings and a central callout to synthesize a narrative of management misdirection.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle3 hits
28
Uses a visual comparison of store aesthetics and pricing models to frame Dollarama as the 'worst of both worlds'.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 3 hits
19
The slide uses external social proof (YouTube content) to validate the thesis of merchant frustration.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof3 hits
34
Uses a three-column layout to present evidence of lack of infrastructure (distributors, management, hiring).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax3 hits