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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 9,841-9,870
Pages 3,225
Rows per page 30
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9,841-9,870 of 96,741

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10
The slide uses a table of financial estimates alongside a snippet from the PINC S-1 filing to highlight a discrepancy between analyst expectations and contractual reality.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
16
The slide uses a combination of historical trend data and specific contract evidence to challenge the company's narrative on shareback growth.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
17
Includes a bar chart showing declining share ownership and a press release snippet as evidence of competitor poaching.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
19
Uses a bridge-like logic to compare current benefits vs. opportunity cost.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
20
The slide uses red arrows to link a calculated net gain from one table directly into the parity calculation of the second table.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
24
The slide uses a 'before-after' comparison table to demonstrate the financial impact of a hypothetical structural change in member owner sharebacks.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
26
The chart shows a clear downward trend in Class B share concentration over time, supporting the 'insider selling' narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
26
Uses red arrows to connect specific text in financial filings to the activist's claim of undisclosed acquisition activity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
32
Uses visual evidence from Amazon search results to highlight competitor dominance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
39
Uses photographic evidence to debunk a management claim.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
44
Uses a dialogue-style layout to contrast analyst questions with CFO responses and activist commentary.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Iceberg2 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 Inaction2 hits
67
The slide uses a primary document (Alabama business filing) to highlight the absence of Occidental executives in the initial leadership team.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
68
Uses red arrows and a warning callout to highlight the change in disclosure between 1995 and 2005 filings.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
71
The slide uses side-by-side comparisons of historical 10-K excerpts to demonstrate accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
72
The slide uses a before-and-after comparison of financial statements to highlight accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
73
Uses historical 1995 10-K data vs 2018 10-K data to highlight opacity and margin decline.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
06
The slide emphasizes the proprietary/exclusive nature of the data to build credibility for the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
09
The slide uses red boxes to highlight the decline in Penumbra's market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
10
The table models a 'race to the bottom' pricing strategy for Medtronic's aspiration products to gain market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
25
The slide uses two bar charts to illustrate the 'unsophisticated' nature of sell-side projections for patient volume and market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
28
The slide emphasizes the proprietary and exclusive nature of the data to bolster the credibility of the activist's analysis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
32
The slide uses primary research (interviews) to corroborate quantitative market share loss.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
37
Highlights FDA approval documents for Medtronic React 68 and Stryker AXS Catalyst to show direct comparison to Penumbra's predicate devices.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
38
The slide uses testimonials to frame a competitive disadvantage for the subject company (Penumbra) regarding pricing power and bundling capabilities.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
39
The table models five scenarios for Medtronic's aspiration pricing ($4k down to $0) and calculates the resulting financial impact.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
40
Uses direct quotes to establish a 'villain' narrative regarding product quality.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
51
The slide uses a table to establish a pattern of behavior (distributor acquisitions) as a predictive indicator of corporate failure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
53
Includes a red hand-drawn annotation on the left chart highlighting the exclusion of 'Vascular Access' from the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits