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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 18,554
Current window 12,661-12,690
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

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12,661-12,690 of 18,554

filter-aware
05
Uses a vertical list of five key arguments (the 'arrows' structure) to frame the short thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
06
Uses a dictionary definition as a rhetorical device to set up a 'gotcha' moment regarding the CEO's past statements.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
13
The slide uses a timeline-on-chart approach to correlate corporate news with stock performance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
14
The slide uses a red flag icon to highlight a risk factor disclosure and red boxes to emphasize the poor cumulative performance metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
19
Uses a press release screenshot as evidence of XPO's capital commitment to a warehouse facility.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
21
Uses a two-part table to contrast the bank's perspective vs the shareholder's perspective on a specific financial transaction.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
25
Includes a callout box referencing a 2008 SEC vs United Rentals complaint as a historical precedent for similar accounting improprieties.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
27
Includes a table of quarterly financial data and a comparison to a historical precedent (URI SEC complaint).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
29
Uses a comparison of old vs new disclosure text to demonstrate accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
34
Includes a precedent citation from a 2008 SEC complaint against United Rentals to establish a pattern of behavior.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
35
Includes a specific warning quote from an SEC URI complaint.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
42
Uses a matrix-like structure to compare United Waste Systems and United Rentals, focusing on the 'Jacob's Roll-up' strategy and subsequent 'Financial Outcome' (fraud/legal issues).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
12
The slide uses a Bloomberg terminal screenshot as the primary evidence to correlate specific corporate events with share price decline.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
15
Uses a visual 'before and after' comparison to demonstrate the removal of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
17
Uses a 'before-after' style comparison of press releases and website content to imply a cover-up.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
22
The slide uses a rhetorical question to cast doubt on the company's transparency and relationship status with government entities.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
23
The slide uses legal text excerpts to build a case for potential misrepresentation by the company to its lenders.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
Uses a table of analyst price targets followed by specific quotes from JP Morgan, Canaccord, and Jefferies to illustrate the 'consensus' view.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
04
The slide uses a precedent table to establish credibility by showing a track record of successful short-selling/activist campaigns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
10
Uses a 'Villain' framing by contrasting corporate optimism with bankruptcy/distress.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
12
The slide uses visual comparisons of brand-name products vs. Dollarama knock-offs to support the thesis.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
14
Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
19
The slide uses a table to categorize 'Revenue', 'Cost', and 'Accounting' levers across fiscal years 2013-2018 to support the argument that management is running out of ways to artificially inflate margins.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a transcript from an earnings call to contrast management's explanation of asset disposals with financial data.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
Uses a combination of a data table and news clippings to build a case for competitive pressure.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to compare implied lease terms and calculates the impact on EBIT if schedules were aligned.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
43
Uses red boxes and arrows to highlight the specific year (FY 2014) where the target was missed and the subsequent downward adjustment in FY 2015.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit