slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 10,081-10,110
Pages 3,225
Rows per page 30
Component
10,081-10,110 of 96,741
09
The slide uses a table to demonstrate a mathematical impossibility in the company's reported financial data.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
20
Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
31
Includes a red box annotation highlighting the -25% and -1% growth figures for Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
34
Uses a 'CEO Quote Contradiction' framework to undermine management's narrative.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
37
The slide uses a Q&A format to present a negative customer sentiment regarding the company's value proposition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
27
Includes annotations highlighting key markets for Sunnova and markets with expected growth.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
33
Includes a bar chart showing market share growth from 2016 to Q1 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
51
Uses red boxes and arrows to highlight the discrepancy in interest expense placement.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
Uses a testimonial/quote from a former executive to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
59
The slide uses a comparison of two bar charts to show how changing the discount rate from 6% to 4% significantly inflates the reported CCV.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
67
The slide uses a combination of bar charts and trend lines to argue that revenue growth is structurally declining.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
74
Uses a visual '?' to point out the discrepancy between the official company bio and the LinkedIn work history.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
78
The slide highlights a governance risk (ISS score of 9) and contrasts the peer selection criteria of two companies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
86
The slide uses callouts to argue that Sunnova's high valuation is unjustified and likely to contract.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)2 hits
09
The slide uses a matrix-like structure to compare business segments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
11
The slide uses a callout box to frame the narrative and annotations to link specific negative events to the stock price history.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction2 hits
18
Uses a combination of historical CEO quotes and industry expert testimony to highlight a potential strategic omission by management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
28
The slide uses a red bracket to visually group the 2020 departures as 'Accelerated Departures'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
29
Uses screenshots of Glassdoor reviews to validate claims of operational chaos and poor management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
31
Includes a specific callout box citing a 2015 10-K regarding accounting errors.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test2 hits
37
Uses a red box and arrow to visually link the old and new terminology in the financial tables.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test2 hits
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test2 hits
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test2 hits
41
Includes a red 'X' annotation over the 2019 disclosure table to emphasize it is no longer provided.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test2 hits
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
67
The slide uses a series of biographical snippets and SEC filing excerpts to highlight the omission of a problematic past directorship.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
68
The slide uses a 'guilt by association' framework to undermine the credibility of a specific board member.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
73
The slide uses a red box and arrow to visually highlight the discrepancy in cash payments ($9.8m vs $26.0m) and the removal of 2015/16 data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
83
The slide uses a 'Bulls vs Bears' comparison frame to highlight the disconnect between market optimism and operational reality.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution2 hits