slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 1,171-1,200
Pages 355
Rows per page 30
Component
1,171-1,200 of 10,645
11
Uses visual evidence (screenshots) to support claims of corporate misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
37
The slide uses a testimonial format to challenge Cintas's claims of a stable pricing environment.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
13
Uses red arrows and highlighted text to draw attention to the discrepancy between management's 'faster/stronger' claims and the implied revenue growth deceleration in the projections.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
76
Uses red flags as visual markers for negative citations.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade3 hits
15
The slide uses a combination of a line chart and qualitative expert quotes to build a case for margin compression.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
83
Uses call-and-response format to document specific claims made by management.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 3 hits
85
Uses a pie chart to visualize import concentration and pull-quotes to highlight management's downplaying of risks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction3 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 Victory3 hits
52
The slide uses testimonials from medical professionals to frame the company's regulatory actions as anti-competitive 'bully tactics'.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
27
Uses Gartner Magic Quadrant as a framework for competitive positioning.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)3 hits
72
Uses callout boxes to present a direct contradiction between shareholder proposals and management's formal response.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
89
Uses callout boxes to contrast management quotes with actual data shifts.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
29
The slide uses three distinct callout boxes to present expert testimonials.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 3 hits
23
The slide uses callout speech bubbles to contrast analyst questions with evasive management answers from Q1 FY 2016 and Q4 FY 2015 earnings calls.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
115
Uses direct quotes from earnings calls to highlight the contradiction between management's narrative and the acquisition timeline.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
127
Uses direct quotes from earnings calls to highlight discrepancies with external financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
58
The slide uses a red arrow to emphasize the -12.7% YTD 2018 organic growth decline.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms3 hits
07
Uses expert testimony to build a case against the technical viability of the company's product.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
17
Uses a 'quote-counter-quote' structure to expose a contradiction between management narrative and operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle3 hits
14
The slide uses negative customer feedback to challenge the company's value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster3 hits
15
Uses expert quotes to undermine the credibility of the company's technical claims.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster3 hits
19
The slide uses qualitative testimony to challenge the integrity of Eurofins' internal controls and financial reporting.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
11
Uses expert testimony to undermine the company's core business narrative.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem3 hits
17
Uses a Q&A format to highlight a specific accounting/reporting discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem3 hits
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
13
Uses a series of quotes from industry experts to undermine the target's financial claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
16
Uses authority-citation framework to undermine the company's technical claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
23
Includes transcript excerpt and multiple expert quotes to undermine the bull case for Pure Storage.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
26
Contains multiple expert testimonials/quotes used to support the investment thesis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction3 hits
27
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage, followed by a brief summary of financial concerns.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction3 hits