slides · global inventory
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Matching slides 78,129
Current window 16,021-16,050
Pages 2,605
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16,021-16,050 of 78,129
23
Includes a callout box highlighting the competitive advantage of APi over Cintas.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
67
The slide uses a Bloomberg terminal screenshot to validate the valuation thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
08
Uses historical data to predict future negative outcomes for the company.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
19
The slide uses a 'villain' narrative (customers pressuring the company) to explain poor financial health.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
17
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish a negative correlation between the executives' past roles and company performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
25
Includes screenshots of Glassdoor-style reviews and LinkedIn employee/hiring metrics.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
35
Uses a before-after style comparison of unrounded vs rounded data to expose accounting manipulation.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
45
Uses a 'What reinvestment?' callout to highlight the gap between corporate messaging and financial reality.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
55
Uses red arrows to visually connect the DIO chart to a warning callout box.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
64
The slide uses a 'villain' framing by accusing management of 'sweeping costs under the rug'.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
73
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish guilt by association.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
34
Spruce Point Capital Management activist short report slide.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
35
Uses a combination of corporate disclosure text and financial charts to imply accounting manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
27
The slide uses two line charts to demonstrate long-term benchmark underperformance and recurring seasonal declines.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
34
Uses Amazon price tracker screenshots to demonstrate price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
86
Includes a table of recent sales and two charts: one showing flat ownership percentage and one showing stock price with sell indicators.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
11
Includes hand-drawn red annotations on the left chart highlighting a discrepancy in the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
25
The slide uses two bar charts to illustrate the 'unsophisticated' nature of sell-side projections for patient volume and market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
27
The slide uses two 100% stacked bar charts to visualize the contradiction between analyst estimates and company claims.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
41
The slide uses a stacked bar chart to show market growth and a grouped bar chart to compare market share estimates between sell-side and Spruce Point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
53
Includes a red hand-drawn annotation on the left chart highlighting the exclusion of 'Vascular Access' from the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
23
The slide uses a before-after framing to contrast the post-acquisition performance of two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
27
Uses Gartner Magic Quadrant as a framework for competitive positioning.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
28
Uses a side-by-side comparison of company-reported data vs. third-party platform data to highlight a discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
32
Spruce Point Capital Management activist deck slide.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
79
Uses a before-after comparison of reported vs. adjusted metrics to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
87
The slide uses a before-after framing to expose accounting discrepancies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
104
Uses a contrast-principle framework to highlight the discrepancy between growth and valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits
107
Includes a table of specific insider trades and a stock price chart annotated with sell icons.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits