slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 17,221-17,250
Pages 2,643
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Component
17,221-17,250 of 79,264
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
15
Uses a red arrow to link the company's stated goal (50-75 bps) to the executive's critique of that goal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
The slide uses a red flag icon and red borders to emphasize the excessive nature of the lease expansion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
80
Uses red boxes and arrows to visually demonstrate the contradiction between corporate claims and website data.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
97
Includes a quote from the CEO and a table highlighting low revenue per merchant.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 2 hits
42
Uses a red box to highlight the contradiction between the company's 'non-vehicle' claim and the reality of the underlying revenue source (refrigerated trailers).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
22
Uses red flag icon and callout boxes to emphasize negative sentiment.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 2 hits
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
30
Uses external data (InGame analysis and former employee testimony) to challenge the valuation thesis of the target company.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In2 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
41
The slide compares NWC to EBITDA to suggest liquidation value might exceed operational value.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
01
Uses emotional imagery to frame the company's sales practices as predatory.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller 2 hits
29
The slide argues that the current multiple (9.8x) is undervalued relative to the historical pre-Lehman average (11.5x) given the improved earnings quality.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement2 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
47
The slide uses a process-like flow to map legal criteria to a specific financial outcome (Prime-plus 0.5% - 1.0%).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test2 hits
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
19
The chart highlights a significant reduction in credit risk for major tenants.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
30
Uses a visual bridge/equation format to demonstrate the relationship between asset value, debt, and equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
31
The slide uses a visual stack to represent the balance sheet equation: Assets - Liabilities = Equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution2 hits
32
The slide uses a simple arithmetic bridge (Value - Debt = Equity) to illustrate leverage.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution2 hits
33
Includes a humorous 'Mr. Bill' character to emphasize the negative outcome.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution2 hits
72
The slide includes footnotes clarifying that balances are assumed as of the reported date and that the debt is non-recourse.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
73
The table is organized into four columns of entity names and debt values, with a total sum provided at the bottom right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 hits
75
The table is split into two columns of properties with their respective debt figures.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 2 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
01
The slide uses aggressive, accusatory language typical of short-seller activist reports.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 2 hits
13
The chart shows a clear upward trend from a low point in March 2009 to a value of $45 by December 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context2 hits
01
This is a classic 'short-and-distort' activist deck cover page, utilizing aggressive, inflammatory language to frame the thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues2 hits