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 1,201-1,230
Pages 355
Rows per page 30
Component
1,201-1,230 of 10,645
26
Uses expert testimonials to debunk the bull case thesis regarding revenue share percentages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
30
The slide uses external news citations to frame the competitive landscape between Genius Sports and Sportradar.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
41
Uses a 'villain' framing technique to highlight a discrepancy between corporate messaging and market perception.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
32
Uses a combination of pull-quotes and a data table to build a narrative of mismanagement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
88
Uses a 'Warning' callout to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
15
Uses a series of CEO/CFO quotes to demonstrate a shift in narrative over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
25
Uses a timeline-style layout to contrast historical statements against later management commentary.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal3 hits
45
Uses direct quotes to establish a precedent of industry leaders favoring direct sales over independent dealers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
22
Uses a call-and-response structure to undermine company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
23
Uses expert testimony to undermine management's growth narrative for the RFID segment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
48
Uses callouts to contrast quotes from different quarters to show lack of precision.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 3 hits
38
The slide uses a split-column layout to contrast Forescout's declining relevance with the comprehensive offerings of competitors.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
76
Uses a side-by-side comparison of claims vs. evidence to highlight potential regulatory risks.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
44
Uses quotes from earnings calls to highlight the contradiction between management's narrative and the quantitative evidence.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
74
Uses a dialogue-style format to contrast Spruce Point's inquiry with expert testimony.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
81
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management claims and operational reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
12
Includes three distinct charts and three qualitative testimonials from industry participants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
13
Uses a combination of qualitative quotes and a quantitative table to build a 'risk' narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
14
Includes two bar charts and three testimonials from dental professionals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
29
Uses testimonials and news headlines to frame the threat of commoditization.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
41
Uses a combination of qualitative expert testimony and a quantitative 'materiality' table to build a bearish thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown3 hits
44
Includes two bar charts and three testimonial callouts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown3 hits
60
The slide uses a combination of narrative analysis, a historical press release, and testimonial quotes to build a case against Align's strategic decision.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
65
The slide uses a combination of management quotes and market landscape tables to build a bearish thesis on Align's pricing power.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
77
Uses a combination of financial data, CEO quotes, and expert/orthodontist counter-quotes to expose a contradiction in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
13
Uses a table to adjust reported revenues for divestitures to arrive at organic revenue figures.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
34
Uses a mix of Amazon reviews and primary research quotes to build a case for product superiority.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
36
The slide uses a testimonial format to validate the activist's thesis through an anonymous insider source.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 3 hits
42
The slide uses a 'preempt_rebuttal' strategy by drawing a direct parallel between a failed historical peer (Metabolix) and the current subject (Danimer).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg3 hits
49
Features two distinct expert quotes (a competitor and an industry expert) to build a bearish case against Danimer's PHA business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 3 hits