slides · global inventory
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Matching slides 18,554
Current window 1,081-1,110
Pages 619
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Component
1,081-1,110 of 18,554
61
Uses a split-panel comparison structure with qualitative expert quotes to validate the strategic positioning of both firms.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown4 hits
17
Uses a testimonial/interview format to expose brand weakness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle4 hits
96
Uses a chronological sequence of quotes to demonstrate a failure to meet stated production targets.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
97
Uses direct quotes from conference calls to highlight the gap between management's narrative and the analyst's assessment of the situation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
25
Uses red arrows to link specific complaint categories to illustrative customer quotes.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
85
Uses a vertical arrow diagram to visualize the decline in market share over time.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 4 hits
100
Uses a series of CFO quotes to expose potential contradictions in management's narrative regarding clean energy revenue growth.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 4 hits
106
The slide highlights a discrepancy between the CFO's claims of margin growth and the actual downward trend in EBITDA margins.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 4 hits
108
Uses a table to compare Generac's missing data against 7 peers, followed by a chronological sequence of contradictory management statements.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 4 hits
98
The slide uses a red flag icon to denote a negative/critical insight.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
99
The slide uses a dialogue format to present expert testimony regarding competitive risk.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
147
Highlights the contradiction between the CEO's optimistic narrative and the underlying performance metrics.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
37
Uses executive quotes to establish the business model's reliance on buyer-agent leads.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence4 hits
68
Uses yellow highlighting to emphasize key critical points within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster4 hits
79
The table uses red shading to indicate missing data points, emphasizing the lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 4 hits
43
Uses a direct quote from a Tegus interview to undermine the company's value proposition.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
10
The slide uses testimonials to support the thesis that the company will shrink its user base to maintain premium service levels.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment4 hits
15
Uses a quote from a former senior TSA employee to highlight the regulatory barrier.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment4 hits
32
Uses yellow highlighting to emphasize key critical points in the text blocks.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence4 hits
51
Includes highlighted text within the testimonial for emphasis.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 4 hits
16
Uses direct quotes to highlight the CEO's promotional rhetoric.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter4 hits
22
Uses a specific employee testimonial to validate the activist's thesis regarding product development issues.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
12
The slide uses red highlighting to emphasize critical phrases within the expert quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
111
The slide uses Q&A format to frame expert testimony as a critique of competitors (Ushio/Isteq) versus ASML/KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
112
The slide uses a Q&A format to build a case against the reliability of Lasertec's equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
128
The slide uses expert testimony to frame Lasertec as a failure in reliability, contrasting it with the needs of major customers like TSMC, Intel, and Samsung.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
134
The slide uses a Q&A format to present expert testimony, highlighting specific operational failures (light source lifespan, tuning time, uptime) and economic implications (cost of redundant equipment).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
214
The slide uses a Q&A transcript format to validate the narrative that Lasertec is failing to meet production standards at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
227
The slide uses expert consultation quotes to validate a short thesis against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
232
The slide uses Q&A excerpts to validate claims about purchase volume, pricing, and technical light source defects.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits