slides · global inventory
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Matching slides 78,129
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15,931-15,960 of 78,129
36
Uses linear regression to justify a specific price target based on peer multiples.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
08
The slide uses historical valuation charts to argue that current multiples are at all-time highs, supporting a bearish thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter2 hits
59
The slide uses a grid of line charts to show historical valuation volatility compared to a flat 'Average Valuation' line.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
24
The slide uses two bar charts to illustrate negative trends in Same Store Sales (SSS) and high volume of store closures/relocations.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
25
The slide uses two bar charts to illustrate operational decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
27
The slide uses a red arrow to emphasize the decline in EBITDAR/Rent and a Bloomberg stock chart to show the ~64% decline in share price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
34
The slide uses a combination of a combo chart (bar/line) to show internal decline and a bar chart to show peer under-investment.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
36
Uses two charts to illustrate financial weakness: cumulative FCF and debt/revolver dependency.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
37
The chart uses a dual-axis combo format (bar + line) to show absolute sales vs growth rates.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
40
The slide uses a contrast-pair framing to highlight the discrepancy between operational metrics and financial reporting.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Uses a 'before and after' comparison of charts to demonstrate data inconsistency.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
48
Uses a dual-axis chart combining bar charts for absolute dollar values and a line chart for percentage of net income.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
51
Uses red flag icons to visually emphasize negative financial indicators.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
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 · Agitate2 hits
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 Circle2 hits
20
The slide argues that 'first tool' shipments are currently sitting in inventory and will convert to revenue, providing a buffer for future performance.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
08
The slide uses external data from Cox Automotive to support a thesis about vehicle pricing trends and their impact on company financial reporting.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect2 hits
09
The slide contains two distinct appendix sections.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction2 hits
10
The second chart includes vertical yellow bars indicating 'IRC launches' and state-specific labels.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction2 hits
02
The slide uses two charts from Datawrapper to highlight Tesla's growth trajectory relative to competitors.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
03
Citron Research note highlighting Tesla's market leadership in Q3 2018.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
23
The slide uses a combination of line charts and bar charts to highlight discrepancies in workforce distribution and personnel costs.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
29
The chart shows a dual-axis representation of autonomous fee per mile vs. trip length and autonomous driver proportion of total cost.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
05
The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
15
The slide contains two distinct charts: a stacked bar chart for capacity growth and a line chart for price correlation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 2 hits
02
Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits