slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 9,811-9,840
Pages 3,683
Rows per page 30
Component
9,811-9,840 of 110,471
09
The slide uses a strong 'villain' framing by attacking the company's billing practices, governance, and acquisition strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster4 hits
08
Uses a vertical red arrow to indicate a causal or sequential flow of arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 4 hits
06
The slide uses a strong, accusatory tone typical of activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)4 hits
14
The slide uses a callout-style layout to link specific sources to their critical commentary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg4 hits
57
The slide uses a 'villain' narrative style common in activist investor decks to cast doubt on management's integrity.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table4 hits
31
The slide uses a series of callout boxes paired with bulleted evidence to systematically dismantle the acquisition's narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
65
The slide uses a structured list format to present evidence of control across four categories: Management, Location, Legal/Board, and Customer.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction4 hits
04
The slide uses a dense, text-heavy format typical of activist short reports to establish a comprehensive negative thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
06
The slide uses a structured list format to present multiple red flags, including executive turnover, M&A strategy, and aggressive revenue recognition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
14
This is a classic activist short thesis slide, focusing on 'villain' identification and governance red flags.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
06
This is a classic activist short thesis slide, structured as a summary of key arguments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 4 hits
06
The slide uses a list-based structure to present four distinct arguments against the current management and board.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 4 hits
16
The slide outlines the methodology and findings of a proprietary price check.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
57
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms4 hits
04
Includes multiple hyperlinks to FOIA requests and competitive contracts as evidence.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)4 hits
05
The slide uses a list-based structure to present four distinct arguments for a short thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 4 hits
19
Uses red flag icons to denote critical points of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 4 hits
40
The slide uses a red flag icon to emphasize the first point, indicating a warning or negative finding.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways4 hits
42
The slide uses red flag icons to denote critical findings or 'red flags' in the investigation.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways4 hits
49
Uses red flag icons to highlight specific competitive losses.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 4 hits
52
Includes a red flag icon to emphasize the contradiction in fleet size claims.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 4 hits
04
The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction4 hits
14
The slide uses a combination of a bar-line chart and a table to show declining investment trends.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction4 hits
05
The slide uses a list-based comparison rather than a table grid to contrast two product tiers.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In4 hits
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call4 hits
15
The slide explains the reliability of weight data based on maritime safety requirements and clarifies the exclusion of air freight.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle4 hits
35
The slide uses specific time periods to contrast insider selling behavior before and after a suspected accounting event.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
06
The slide uses expert testimony to challenge the company's reported revenue composition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment4 hits
19
CYA stands for 'Cover Your Assets' or 'Cover Your Ass', implying a defensive legal/regulatory maneuver.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem4 hits
33
The slide uses a 'claim vs. reality' structure to undermine the company's narrative.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 4 hits