slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 16,081-16,110
Pages 2,605
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16,081-16,110 of 78,129
32
The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
17
Uses a red flag icon to denote a warning/critique.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment2 hits
31
The slide uses a red bar for Heska to highlight its underperformance relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
40
Uses a red flag icon to denote a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
98
Includes a quote from a Q1 2020 conference call and two Google Trends charts.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 2 hits
140
Uses Bloomberg terminal charts to argue for valuation compression.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal2 hits
66
Uses a red flag icon to signal a warning/contradiction.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
176
The slide uses a red flag icon to highlight the core thesis statement.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
190
The slide uses two line charts showing EV/NTM EBITDA and EV/NTM Sales, both indicating current levels relative to historical averages.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
15
Uses red boxes to highlight the specific data points in the tables that contradict each other.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
24
Uses a combination of a quote from the IPO prospectus and two external charts to highlight a discrepancy in market positioning.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
25
Uses a red flag icon to draw attention to the callout box.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
17
The slide uses a 'before-after' style comparison of Oatly's own marketing materials against a 2013 internal report to expose inconsistencies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
19
Uses red boxes and arrows to highlight discrepancies in data presentation between 2019 and 2020 reports.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
41
Uses a red flag icon to denote a warning/contradiction. Includes two charts and analyst commentary.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
59
Uses a red flag icon and callout boxes to highlight financial reporting discrepancies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 2 hits
62
The slide uses a red flag icon to highlight the warning callout.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 2 hits
64
Uses a 'Warning' callout to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 2 hits
117
Spruce Point activist deck slide highlighting Oatly's lower R&D investment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
54
Uses a red flag icon to signal a warning/contradiction. Includes BBB reviews as qualitative evidence of low quality.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
37
Uses red arrows to visually emphasize the divergence/reversal trend in both charts.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg2 hits
40
Uses a 'before-after' style mapping of professional experience to stock performance and negative news events.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
52
Uses Bloomberg terminal screenshots to highlight valuation divergence.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
68
The slide uses a dual-chart layout to contrast GAAP performance with adjusted metrics, highlighting the discrepancy.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
85
The slide uses Bloomberg terminal-style charts to highlight valuation multiple expansion.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
80
The slide uses a red flag icon to signal the controversial nature of the founder's background.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 2 hits
104
Uses a red arrow to visually connect the 'China' label in the left map to a '??' marker in the right map.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction2 hits