slides · global inventory
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Matching slides 18,554
Current window 12,721-12,750
Pages 619
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12,721-12,750 of 18,554
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses quotes from Space News to build a case against the competitive viability of Aerojet Rocketdyne.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to illustrate the loss of market share to competitors like Orbital ATK and Blue Origin.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
21
Includes a red box highlight on the total budget decline percentages.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain critique' structure to frame the SLS program as a liability for the company.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
06
Uses a 'before-after' style contrast between financial distress and executive greed.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a third-party analyst report to validate the activist's own negative outlook on the company's financial performance and valuation.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
26
The slide uses a combination of visual screenshots and a feature-comparison matrix to argue that Carvana's business model is not unique.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
30
Uses Reddit and customer review screenshots as primary evidence to contradict management's growth narrative.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses red boxes and arrows to highlight specific complaints about pay and management.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a bar chart to highlight Carvana's outlier status in overhead costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
43
Includes a red box annotation on the table to draw attention to the 'Related Party' column.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses a grid of customer complaints to build a case against the company's inspection and disclosure claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
49
Uses customer testimonials to illustrate the 'lock-in' effect of the purchase process.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
50
Uses anecdotal customer service transcripts to highlight potential accounting/operational irregularities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
53
Uses screenshots of the checkout flow to demonstrate the lack of accessible terms.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
54
Includes a testimonial/anecdotal evidence section at the bottom left.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
58
Uses excerpts from 10-K and S-1 filings to contrast reported margins with actual costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
62
Uses direct quotes from 10-K filings to highlight the discrepancy in segment reporting between Carvana and CarMax.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
71
Includes a diagram of the loan sale process and a direct excerpt from the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
72
The slide uses a comparison table and document excerpts to contrast MPSA (Ally) and MTA (Trust) agreements.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
74
Uses news clippings to establish a timeline of Ally's financial commitment to DriveTime followed by the departure of Tim Russi.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
82
Uses a Q&A format to contrast management's vague responses with the activist's skepticism.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
85
The slide uses a 'villain critique' approach by aggregating historical legal documents to establish a pattern of behavior.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
97
The slide uses a 'bull vs. bear' framing to systematically dismantle the investment thesis for Carvana.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
93
The slide uses red boxes to highlight specific negative sentiments in employee reviews.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses SEC filing excerpts to demonstrate the obfuscation of beneficial ownership by company insiders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
119
The slide uses historical financial data from Comverse 10-Qs to challenge Amdocs management's narrative regarding the acquired assets' performance and revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit