slides · global inventory
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Matching slides 78,129
Current window 1,831-1,860
Pages 2,605
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1,831-1,860 of 78,129
48
Uses LinkedIn headcount data as a proxy for business health of private partners.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal4 hits
19
The slide uses four distinct charts to illustrate a consistent negative trend across key geographic markets for the subject company.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter4 hits
79
Uses a 'ceo-quote-contradiction' framework to highlight the gap between public statements and internal reality.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
194
The slide uses red bars to highlight Stryker (Adj) in each chart for easy comparison against the peer group.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits
16
The slide uses a dual-axis approach (bar for annual, line for cumulative) to emphasize the scale of capital deployment vs. lack of FCF growth.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
88
Spruce Point Capital Management activist deck slide.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution4 hits
53
The slide uses four line charts to contrast performance trends.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
91
Includes a specific callout box highlighting a period of sustained negative sales growth for Bemis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution4 hits
21
The slide highlights a contradiction between MSCI's expensive acquisitions and the reality of increased competitive pressure in those specific segments.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
22
The slide uses four pie charts to segment churn drivers by product category (Index, Analytics, ESG & Climate, Private Assets).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
25
The slide uses a 'before-after' or 'expose contradiction' structure by juxtaposing Zillow's growth claims with historical data and operational metrics.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence4 hits
24
The slide uses a consistent dual-line chart format (red for staff, blue for students) to illustrate the 'scissors' effect of declining enrollment vs. increasing or flat staffing.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 4 hits
71
Uses IRS survey data to undermine Intuit's investor day claims regarding market penetration.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 4 hits
57
The slide uses Apptopia screenshots to contrast the performance of two competitors.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 4 hits
71
The slide uses red bars to highlight Bunge's position relative to the peer average line.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up4 hits
12
The slide uses red bars to highlight the target company (American Capital) against grey bars for market benchmarks.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Iceberg4 hits
288
Uses a 2x2 layout of bar charts to illustrate a trade-off between margin and volume.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 4 hits
11
BEA is highlighted in yellow in the charts. The slide argues that a lower proportion of customer deposits (specifically current/savings) leads to higher funding costs.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown4 hits
20
Uses Wing Lung Bank (WLB) as a precedent for successful acquisition-led performance improvement.Bank of East Asia, Limited (0023.HK) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Before After4 hits
08
The slide uses a 'Comparable Portfolio' benchmark to highlight consistent underperformance across multiple timeframes.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Problem & Complication4 hits
13
The slide highlights BMC's consistent underperformance relative to benchmarks and peers, using data from Capital IQ.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain4 hits
12
The slide uses a dual-axis comparison: historical commodity price charts (bottom) and peer production mix bar charts (top).Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter4 hits
15
The slide highlights the cherry-picking of peers by Hess in their own materials.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Expose ContradictionLoop · Pattern Hunter4 hits
06
The slide uses a 2x2 layout of charts to frame the argument that Hess is undervalued given its operational strengths.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Problem (Identify pain)4 hits
14
The slide uses a structured layout to map specific business segments to their respective valuation ranges and supporting market data.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction4 hits
06
The slide uses bar charts to visualize total return including dividends, emphasizing Juniper's consistently lower performance compared to benchmarks.Juniper Networks (JNPR) · Elliott Management
Activist deck Activist investor Beat · Problem4 hits
14
The slide uses a series of bar charts to demonstrate operational outperformance, contrasting Samsung's margins with specific competitors.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain4 hits
17
The slide uses a combination of bar charts to highlight that Samsung has the highest net cash position relative to market cap, low leverage, and low ROE compared to peers.Samsung Electronics Co., Ltd. (005930.KS) · Elliott Management
Activist deck Activist investor Loop · Logic Chain4 hits
125
The slide uses ASML's own conference presentation to contrast their high performance (96% availability, >1 year lifetime) against Lasertec's reported low performance (60% availability, few weeks lifetime).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 4 hits
52
The slide uses a 'smoking gun' narrative to allege data fabrication by comparing two sets of longitudinal clinical trial data.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 4 hits