slides · global inventory
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Matching slides 118,471
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17,491-17,520 of 118,471
22
Includes a press release excerpt as evidence for the technological parity of the Libre 2.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 3 hits
21
Uses a two-part table to contrast the bank's perspective vs the shareholder's perspective on a specific financial transaction.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
28
The slide uses direct quotes from regulatory filings to build a case for financial manipulation or business deterioration.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
53
Uses a direct quote from FASB Accounting Standards Codification to highlight a discrepancy in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
54
Uses red arrows and callouts to highlight the change in line item description while the underlying accounting figures remain consistent.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
10
The slide uses a timeline to build a case for imminent regulatory or industry-wide action.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
31
The slide uses four bar charts to demonstrate the inverse relationship between forex gains and underlying margins, highlighting a 'convenient' stabilization.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 3 hits
47
The slide highlights that despite price target adjustments, the implied upside remained constant at 14% on average, suggesting analysts are not adjusting their long-term outlooks sufficiently.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution3 hits
22
Uses a two-column layout to contrast executive governance issues with operational team composition.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
29
The slide uses a table to demonstrate the impact of reclassifying vendor credits on gross margin figures.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction3 hits
30
The slide uses a side-by-side comparison of two cash flow statements to demonstrate the impact of the accounting reclassification.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction3 hits
33
The red box highlights the 2015-2016 period where receivables past due and notes receivable increased significantly.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction3 hits
08
Uses a before-after-bridge style logic to contrast challenges with their investigative approach.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment3 hits
35
Uses rhetorical questions to cast doubt on the company's IP strategy.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
54
Uses a red flag icon and a red arrow to visually connect the CFO's history to the 3Com litigation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
13
The slide uses a chronological structure to frame the company's history as a series of pivots or 'hypes'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
22
Uses a 'before-after' style juxtaposition to highlight hypocrisy/fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
08
The slide uses a table to demonstrate that Neocloud providers face significantly higher capital costs compared to hyperscalers like Oracle, primarily driven by networking expenses.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 3 hits
13
The slide argues that apparent diversification is misleading because OpenAI is the true underlying customer.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 3 hits
19
The slide uses quotes to frame CoreWeave's business model as a temporary 'bridge' for Microsoft's infrastructure needs.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 3 hits
22
This slide serves as a detailed critique of a specific financial model, likely presented in a previous slide (referenced as 'this chart').CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 3 hits
23
The chart uses a custom waterfall-like structure to show debt, equity, EBITDA, and debt service over 6 years.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 3 hits
09
The slide uses a quote from a former AWS architect to undermine the company's strategic narrative.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction3 hits
17
Includes a testimonial from an AI Architect at a leading hyperscaler.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
22
The slide uses a skeptical tone to dismantle the 'hyperscaler software' narrative, highlighting the lack of transparency in the Meta deal and questioning the long-term viability of the QLC-based strategy.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
23
Includes transcript excerpt and multiple expert quotes to undermine the bull case for Pure Storage.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
26
Contains multiple expert testimonials/quotes used to support the investment thesis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction3 hits
27
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage, followed by a brief summary of financial concerns.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction3 hits
30
The slide argues that Pure Storage is overvalued compared to its true peers (NetApp) and does not deserve SaaS-like multiples.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction3 hits