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Matching slides 110,471
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19,921-19,950 of 110,471
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
08
The slide uses a three-part structure with callout boxes on the left and detailed bullet points on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
21
Uses a testimonial from a former engineer to anchor the thesis of a diminishing moat.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
39
Uses a callout-style comparison to highlight the discrepancy between stated strategy and financial outcomes.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test3 hits
06
The slide uses a 'villain' framing technique to highlight governance and accounting risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal3 hits
53
The slide uses red underlines and arrows to draw attention to specific dates and financial figures in SEC filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table3 hits
07
The slide uses a vertical stack of three callout boxes to structure the argument.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
08
The slide uses a three-part structure with red arrows to highlight specific areas of concern (Flawless acquisition, financial strain, and related party JV).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
42
Uses a call-and-response structure to highlight management obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
61
Uses a 'CEO quote contradiction' framework to undermine management credibility.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
04
This is a classic activist short thesis slide, framing the company as a 'Strong Sell' with specific downside targets.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes3 hits
05
This is a classic activist short-seller thesis slide, focusing on accounting irregularities and operational failures.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes3 hits
93
The slide uses red text to highlight specific allegations and findings of misconduct.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
22
Uses a timeline-like structure to present evidence of company history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
36
The slide uses a structured list format to synthesize previous arguments into three thematic pillars.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
05
The slide uses a classic activist short-seller format: headline thesis, summary of missed metrics, and a rhetorical question regarding management transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call3 hits
06
This is a classic activist short thesis slide, structured as a list of red flags.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication3 hits
07
This is a classic activist short thesis slide, structured as a list of grievances.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication3 hits
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
06
Spruce Point Capital Management research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle3 hits
15
The slide uses a split-box layout to contrast the benefits of the two resulting entities.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter3 hits
40
This is a standard 'risks' slide in an activist short report, acknowledging potential counter-arguments to the long thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)3 hits
12
Uses geographic maps to illustrate competitive saturation and store footprint differences.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
36
Uses direct quotes from proxy statements to expose management behavior.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 3 hits
24
Includes a screenshot of a website and a flow chart showing ownership structure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
29
Includes a photo of the alleged building and a callout box for the address.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
54
The slide uses a 'demand list' structure to highlight information asymmetry.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
63
The slide uses primary research (interviews) to expose negative sentiment and competitive disadvantages for Momo.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
39
The slide uses a red flag icon and red text boxes to highlight suspicious language in the company's disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax3 hits
40
The slide uses a 'villain critique' style to highlight management's inconsistent messaging regarding their ability to forecast warrant impacts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax3 hits