slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 25,789
Current window 14,071-14,100
Pages 860
Rows per page 30
Component
14,071-14,100 of 25,789
21
Uses a red arrow to visually connect the CEO's claim to the contradictory data point.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
22
Uses a red flag callout to highlight the competitive disadvantage.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
64
Uses a 'Warning' callout to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 2 hits
09
Uses a line chart to demonstrate the gap between reported growth and organic growth excluding new products under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment2 hits
41
Uses a line chart to demonstrate the gap between reported growth and estimated organic growth under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
05
The slide uses a comparative stock performance chart to imply a bearish outlook on IRBT by drawing a parallel to the performance of DDD.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
50
Uses direct quotes to expose potential inconsistencies in corporate reporting regarding headcount growth.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
25
The slide uses a case study of Farmers Insurance to expose a potential governance or fee structure issue at ERIE.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
17
The slide uses a red callout box to highlight the contradiction of splitting up interdependent businesses.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
09
The slide uses two pie charts to illustrate the shift in product sales mix over a four-year period.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 2 hits
04
Note: Facility EBITDA is before G&A.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Humble Origins2 hits
143
The slide uses a screenshot of a Ginkgo investor presentation to frame the company's narrative, then overlays it with critical commentary.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
13
The chart uses a shaded region to denote the LTM (Last Twelve Months) period.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Loop · Cost Of Inaction2 hits
17
The slide argues for further cap rate compression based on the historical spread between REIT cap rates and Baa yields.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
25
The slide uses a comparison frame to show the post-split structure of the company.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
54
The document is a printout of an email thread between a hotel representative and a client. It contains sensitive information regarding the legal status and origin of children being transported.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir2 hits
56
The content involves sensitive political and social topics regarding children from conflict regions.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir2 hits
20
The slide uses a dual-line chart to argue for further cap rate compression based on the historical spread between REIT cap rates and corporate bond yields.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
22
The slide uses a bottom-up calculation starting from total patient populations, applying penetration and market share assumptions, and dividing by device replacement cycles (years used).Inogen, Inc. (INGN) · Carson Block
Research note Short seller 2 hits
22
This is a verbatim transcript page from a corporate meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
34
Includes a recruitment ad for room managers and a dashboard screenshot showing high-volume gifting activity from a single user.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
67
The slide uses a visual size comparison (circle area) to emphasize the revenue gap between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
75
The slide uses a waterfall bridge to reconcile segment valuations and net debt to arrive at an implied equity value per share.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
67
The slide uses a visual size comparison (circle area) to emphasize the revenue disparity between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
107
The slide contrasts the proposed caps (780m total, 250m outside) against the existing 100m cap for external directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
18
The slide uses a hub-and-spoke diagram to illustrate the conglomerate structure and lack of synergy.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown2 hits
20
Uses Muddy Waters Research branding; highlights discrepancies in company-reported metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies2 hits
30
The slide uses a bridge-like comparison to show the accretion of Maintenance FCF/share.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
27
The slide uses a waterfall-style comparison to show how the DLC structure causes 'wasted' credits compared to a unified structure.Rio Tinto (RIO) · Palliser
Activist deck Activist investor Loop · Cost Of Inaction2 hits
34
Uses two line charts with bar overlays to highlight performance deltas.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 2 hits