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Matching slides 110,471
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9,841-9,870 of 110,471
07
Uses a numbered flag list to structure a chronological argument.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain4 hits
09
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed evidence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes4 hits
95
Uses a 2x2 grid layout to categorize the core arguments against PGNY's business model sustainability.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown4 hits
09
The slide uses a 2x2 grid layout to categorize board members and auditors as 'red flags'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster4 hits
07
This is a classic 'villain critique' slide, establishing the target's poor fundamentals and manipulative behavior.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster4 hits
20
Uses a red flag icon to signal warning/risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment4 hits
10
The slide uses a classic 'pros vs cons' framing to justify a short thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation4 hits
09
This is a classic activist short-seller thesis slide, using a list-based structure to present multiple pillars of a bear case.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
29
Uses red flag iconography to denote 'red flags' in corporate governance/background.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
32
Uses red flag imagery and red boxes to highlight inconsistencies in executive bios and professional commitments.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
16
Uses a callout-style timeline to contrast management statements over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle4 hits
08
The slide uses a structured list format to present multiple pillars of an activist short thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem4 hits
47
Uses a chronological sequence of press releases to highlight a discrepancy in terminology.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory4 hits
102
The slide uses a checkmark list format to emphasize the severity of the four points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 4 hits
47
Uses a two-part structure to highlight the gap between reported results and management's forward-looking statements.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
09
Uses a vertical arrow structure to denote two distinct investigative threads.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal4 hits
09
The slide uses a two-column layout with key themes on the left and detailed supporting arguments on the right.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
60
Uses red boxes and arrows to connect table data to specific critical questions/contradictions.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
10
The slide outlines a bearish thesis on PowerSchool based on school district budget constraints.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 4 hits
91
Uses a direct quote from a Washington Post article to undermine the CEO's public statements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 4 hits
19
The slide uses a two-column comparison structure to categorize factors influencing BPH treatment decisions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction4 hits
06
The slide uses a sidebar-body layout to present four distinct pillars of the short thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle4 hits
09
The slide uses a 'red flag' icon to emphasize the nature of the discrepancies.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
10
Includes a red flag icon (8) next to the CEO share pledge section.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
20
The slide details the depth of primary research conducted to validate accounting concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment4 hits
21
This slide serves as a disclosure of research methodology and source credibility.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction4 hits
107
The slide uses direct excerpts from academic literature to establish the technical severity of the contamination issue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
44
The slide uses a 'villain' framing technique to highlight product deficiencies through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions4 hits
50
The slide uses a 'villain critique' style to highlight the failure of the product to achieve operational status within a major pharma account.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions4 hits
02
This is a page from a regulatory petition or report alleging corporate misconduct and safety risks.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication4 hits