slides · global inventory
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Matching slides 78,129
Current window 1,801-1,830
Pages 2,605
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1,801-1,830 of 78,129
70
The slide uses a consistent red color for the target company (CTAS) to emphasize its outlier valuation status relative to peers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory4 hits
40
Includes two charts showing financial health (FCF, Net Debt) and two charts showing valuation multiples (Price/Sales, EV/Sales).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 4 hits
32
The slide highlights Monolithic's upward trend in inventory compared to the relatively stable or fluctuating trends of its peers, with a specific annotation on the Renesas chart regarding an acquisition.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test4 hits
77
The slide presents historical stock performance for BCD Semiconductor, Oplink Communications, Vialta, and Marvell Technologies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)4 hits
92
The slide highlights MPWR (in red) as an outlier compared to its peers (in blue) across four key financial metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction4 hits
131
The target company (Mettler-Toledo) is highlighted in red across all four charts.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction4 hits
90
Spruce Point Capital Management activist short thesis slide.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction4 hits
08
Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter4 hits
54
The slide uses stacked bar charts to contrast incremental and total market share between two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 4 hits
56
Uses a combination of bar charts for market sizing and pie charts for incremental share to derive a final 'remaining patient' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 4 hits
32
Uses a before-and-after comparison to show how removing captive finance income brings CarMax's metrics closer to the peer average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle4 hits
48
The charts show a clear downward trend in average review scores over time, particularly in 2018 and 2019.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle4 hits
61
The slide uses stacked bar charts to contrast revenue and GPU composition between the two companies.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 4 hits
16
The slide highlights the dependency of Amdocs on a stagnating telecom sector.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
49
The slide uses a series of bar charts to visually demonstrate a correlation between two financial metrics to imply accounting irregularities.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction4 hits
71
Includes three charts showing Net OCF, OCF before working capital, Net Change in Working Capital, and Unbilled Receivables as a % of Revenue.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 4 hits
78
The slide uses a 'delta' bar to visually emphasize the lack of reconciliation between financial statements.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 4 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 4 hits
42
Uses red arrows to highlight underperformance of Weis Markets (WMK) relative to peers.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 4 hits
48
The slide uses a dual-axis combo chart (bar + line) to show the relationship between absolute volume and YoY growth/conversion rates.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
46
Uses scatter plots and bar charts to demonstrate USCR's outlier status in negative performance metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
50
The slide uses a split-category bar chart approach to contrast MGPI's metrics against two distinct peer groups.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 4 hits
52
The charts suggest that current valuation multiples are at historical highs, which the author characterizes as being based on 'illusion results'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 4 hits
62
Spruce Point Capital Management activist deck slide 62.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
63
The slide uses a 'villain' framing by highlighting IRBT in red against a peer group in blue.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction4 hits
05
The slide uses a four-quadrant layout to summarize the investment thesis.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)4 hits
32
Figure from SONAR trial report.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
13
Kao is highlighted with red boxes in each chart to emphasize its relative underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits
13
Kao segments are highlighted with red boxes. Data source: Bloomberg.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
117
Uses donut charts to visualize the composition of compensation metrics, highlighting a transition from current to proposed state for Kao.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 4 hits