slides · global inventory
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Matching slides 110,471
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19,951-19,980 of 110,471
07
The slide uses a sidebar-body layout to present three distinct pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
06
This is a classic activist short-seller thesis slide, structured around the ESG framework to highlight specific governance and operational failures.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
08
This is a classic activist short thesis summary slide, structured into three thematic pillars.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
08
Uses a vertical process flow to highlight three distinct areas of concern.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain3 hits
09
Uses a vertical red arrow visual to connect three distinct areas of concern.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain3 hits
31
Uses red-bordered callouts to highlight negative sentiment or critical data points regarding the competitor.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline3 hits
08
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
11
The slide uses a CEO quote to highlight potential issues with 'contra-relationships' or 'value-in-kind' revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
91
Uses a red flag icon to signal a critical observation or 'red flag' for the company's strategy.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
108
Uses a combination of callouts, a table, and direct quotes to contrast company claims with historical data and executive statements.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
28
Uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
22
Uses red flag iconography to denote warning signs.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal3 hits
69
Uses red text and callouts to highlight incriminating connections.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
25
Uses a timeline-style layout to contrast historical statements against later management commentary.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal3 hits
46
The slide uses a 'Spruce Point Reality' callout to frame the contradiction between analyst claims and market reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
18
Highlights specific accounting policy language from company filings to contrast methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg3 hits
47
The slide uses a two-column layout to present evidence of counterparty risk through news clippings and DOJ press releases.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
65
Highlights the specific accounting policy differences between the target and its peers using excerpts from company filings.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
72
Uses a timeline-like sequence of events to imply opportunistic behavior by an insider.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
31
Uses a timeline-based argument to expose a contradiction in the board's disclosure process.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
46
The slide uses a timeline structure to link the release of negative financial forecasts to the subsequent reduction in acquisition price offers.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
10
The slide uses a structured layout to contrast the company's narrative with the activist's skepticism.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment3 hits
105
Uses a three-column layout to contrast index rules with GFL's actual security structure.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
08
The slide uses a 'villain' narrative by linking the current CFO to a past failed company (Boulder Brands) analyzed by the same firm.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication3 hits
07
The slide uses a dense, text-heavy format typical of activist short reports to build a multi-faceted argument against the company's valuation.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)3 hits
08
The slide uses a 'thesis-headline' structure followed by three distinct 'problem-statement' bullets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
21
Uses a 'villain critique' style to highlight the risks of customer concentration in the packaging industry.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
30
Uses a combination of historical acquisition context, executive turnover, and competitive landscape screenshots to build a bearish case.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
09
Uses a traffic-light color coding system (Green/Yellow/Red) to represent risk levels.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
06
Uses 'Red Flag' as a recurring visual anchor for specific points of contention.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits