slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 12,571-12,600
Pages 619
Rows per page 30
Component
12,571-12,600 of 18,554
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
55
The slide uses a table to contrast analyst price targets with the current stock price to imply an overly optimistic consensus.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
56
The slide highlights that 83% of the company's value is based on 'potential' new business, which the author argues is unjustified given the company's history.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
58
Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
05
The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
36
The slide uses a 'guilt by association' framework to undermine the credibility of the audit committee.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
13
The slide uses a classic 'What they say vs. What we think' structure to undermine the bull case.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
14
Uses a classic 'They say / We say' structure to undermine bullish narratives.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
15
Uses a contrast-pairs framework to dismantle specific analyst claims.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
19
Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
21
The slide uses external media citations to validate the thesis of technological disruption in a traditional market.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a table to systematically list customer-specific expansion projects.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
28
The slide uses a red flag icon to emphasize the warning nature of the content.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to systematically dismantle the company's growth narrative.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a 'before-after' logic by comparing 'Stated Current Ratio' vs 'Adjusted Current Ratio'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red circles and arrows to draw attention to the discrepancy between sales decline and margin growth.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
47
Uses a red flag icon to signal risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
18
The slide uses a 'before-after' framing to contrast management's 2013 forward-looking statement with the 2013-2017 historical data.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
19
The slide uses red borders to highlight negative trends in the data table.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses a red border to highlight Kratos's low market share and low average share of DoD budget.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a table to contrast management claims with analyst skepticism, highlighting specific programs like LCASD, UTAP-22, SSAT, and Gremlins.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
31
The slide uses a 'What It Fails To Mention' column to expose contradictions in executive bios.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
34
The slide uses a combination of a bar chart, a pie chart, and bulleted lists to build a case against management's incentive structure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit