slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
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Pages 3,950
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17,551-17,580 of 118,471
22
Uses a side-by-side comparison of a biography snippet and a company description to expose an omission.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
78
The slide highlights a governance risk (ISS score of 9) and contrasts the peer selection criteria of two companies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
06
This is a formal letter/closing page of an activist presentation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal3 hits
35
Uses a timeline-like structure to juxtapose a corporate deal announcement with a government pandemic warning.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
36
Includes two tables comparing actual vs consensus performance and a callout box highlighting management's awareness of the negative impact on offer prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
43
The slide highlights the removal of the phrase 'each of the sales representatives' annual cohorts are producing at levels at or better than in their prior year' and the change in tenure statistics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
89
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
98
Uses a side-by-side comparison of analyst text vs. activist rebuttal callouts.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
101
Uses a call-and-response format to highlight management obfuscation.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
55
Uses a 'CEO quote vs reality' structure to highlight management credibility failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet3 hits
33
Uses Glassdoor reviews as primary evidence to frame the company culture as dysfunctional.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
59
Uses press release excerpts to frame executive departures as suspicious timing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
61
Uses a 'callout' style to contrast company claims with investor transparency issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
01
The image uses a metaphorical visual (rats and cockroaches in an office) to imply a negative/infested state of the company.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call3 hits
14
Uses excerpts from SEC filings (10-Q) to contrast loan terms.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
53
Uses a 'villain' framing technique to discredit the executive by linking him to past corporate failures.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
22
Uses a 'before-after' comparison of 10-K facility lists to demonstrate that the divested assets are identical to the acquired Aspen Surgical assets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
26
Uses red dashed lines to connect press release claims to actual lower performance in tables.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
29
Uses excerpts from 10-K filings to contradict management's narrative of costless divestitures.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
22
Uses historical 10-K data to contrast current warranty provision spikes against past disclosures claiming immateriality.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
80
Uses a callout to highlight the omission of the Sipex scandal in the subject's biography.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
10
The slide uses a table of financial estimates alongside a snippet from the PINC S-1 filing to highlight a discrepancy between analyst expectations and contractual reality.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
23
Includes a timeline diagram illustrating the opt-out window and equity vesting schedule.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
36
The slide uses a series of testimonials from neurosurgeons to undermine the 'bull case' that Penumbra's market share is secure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
46
The slide uses a guilt-by-association argument linking the Audit Chair's past employment at Arthur Andersen to Axon's aggressive accounting practices.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory3 hits
90
Uses red arrows and dashed lines to visually connect the timeline of the SEC charges to the Verint CFO transition announcement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
92
The slide uses a press release excerpt as evidence of past governance failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
26
Uses a combination of channel check photo evidence and transcript excerpts to undermine management's explanation for regional underperformance.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
38
Uses two side-by-side text blocks to contrast the credit agreement terms with the company's stated rationale for the draw down.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
54
Uses a red arrow to link text describing the exclusion of expenses to the actual financial table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits