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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 12,631-12,660
Pages 619
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Component
12,631-12,660 of 18,554
01
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
10
The slide uses a timeline to build a case for imminent regulatory or industry-wide action.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
Uses a Bloomberg terminal screenshot to illustrate the correlation between a specific geopolitical event and stock performance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
01
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
17
The slide uses a side-by-side comparison table to argue that Vets First Corp has a stronger growth story than the recently IPO'd Elanco.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
27
The slide uses direct quotes to build credibility for the activist thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
32
The slide uses a CEO quote to justify the $500k incremental revenue assumption in the table.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
01
The slide uses visual metaphor to critique the company's pricing strategy.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a list-based structure to present a thesis-driven argument for an activist short position.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
17
The slide uses a grid of product photos with price tags to refute management's claim that they cannot track retail pricing impacts.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses red boxes to highlight specific periods of performance decline.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
26
Uses red arrows to highlight the negative growth trends in 2017.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
29
The slide uses a table to demonstrate the impact of reclassifying vendor credits on gross margin figures.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
30
The slide uses a side-by-side comparison of two cash flow statements to demonstrate the impact of the accounting reclassification.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
34
The slide uses a table to cast doubt on the company's governance by highlighting auditor churn.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
36
Uses direct quotes from proxy statements to expose management behavior.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a table to highlight the lack of equity ownership among the executive team and board members.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
17
Includes a stacked bar chart and a pro-forma calculation table to demonstrate organic decline.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
20
The slide uses a table to contrast company disclosures against the binary question of whether an exact annual charge was disclosed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
33
The red box highlights the 2015-2016 period where receivables past due and notes receivable increased significantly.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
40
Uses a direct quote from a conference call to set up a contradiction with official proxy filing text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
42
Includes a callout box highlighting the discrepancy and a table showing pro-forma adjustments.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
44
The slide uses a table to quantify the impact of accounting changes on revenue and EBITDA across seven quarters.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
49
The slide uses a red box to draw attention to the 'Amortization of acquisition related intangible assets' line item.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
51
The slide uses a table to contrast disclosure methods (Press Release, Conf Call, etc.) against specific one-time items, with a supporting income statement snippet.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
11
Uses a series of external citations to build a negative case against the subject company's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
Uses a side-by-side comparison of a corporate presentation slide and a legal contract to expose a discrepancy.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a comparison table to highlight operational and accounting differences, specifically calling out 'Aggressive' revenue recognition in the short course segment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
26
Uses a FOIA email as primary evidence to validate competitive disruption.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit