slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 25,789
Current window 21,001-21,030
Pages 860
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Component
21,001-21,030 of 25,789
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a red arrow to link the company's stated goal (50-75 bps) to the executive's critique of that goal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
The slide uses a red flag icon and red borders to emphasize the excessive nature of the lease expansion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
97
Includes a quote from the CEO and a table highlighting low revenue per merchant.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a red box to highlight the contradiction between the company's 'non-vehicle' claim and the reality of the underlying revenue source (refrigerated trailers).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
Uses red flag icon and callout boxes to emphasize negative sentiment.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Uses a simple additive equation visual (A + B = C) to compare pre-acquisition headcount to post-acquisition headcount.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Uses Wayback Machine screenshots to highlight stagnant customer count claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a before-after comparison to highlight a new footnote disclosure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses external data (InGame analysis and former employee testimony) to challenge the valuation thesis of the target company.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
41
The slide compares NWC to EBITDA to suggest liquidation value might exceed operational value.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
29
The slide argues that the current multiple (9.8x) is undervalued relative to the historical pre-Lehman average (11.5x) given the improved earnings quality.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
47
The slide uses a process-like flow to map legal criteria to a specific financial outcome (Prime-plus 0.5% - 1.0%).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
07
The slide contrasts stock price appreciation with TEV growth to suggest a valuation discrepancy.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
19
The chart highlights a significant reduction in credit risk for major tenants.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
30
Uses a visual bridge/equation format to demonstrate the relationship between asset value, debt, and equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
31
The slide uses a visual stack to represent the balance sheet equation: Assets - Liabilities = Equity.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
32
The slide uses a simple arithmetic bridge (Value - Debt = Equity) to illustrate leverage.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
33
Includes a humorous 'Mr. Bill' character to emphasize the negative outcome.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
72
The slide includes footnotes clarifying that balances are assumed as of the reported date and that the debt is non-recourse.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
73
The table is organized into four columns of entity names and debt values, with a total sum provided at the bottom right.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
75
The table is split into two columns of properties with their respective debt figures.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor 1 hit
203
This is a screenshot of an email thread, not a standard research slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
58
The slide is used by an activist to expose the unrealistic nature of the MLM business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
86
The slide juxtaposes Herbalife's own marketing claims (left) with a critical framing of their '73% Payout Ratio' (right).Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
01
The slide uses aggressive, accusatory language typical of short-seller activist reports.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
13
The chart shows a clear upward trend from a low point in March 2009 to a value of $45 by December 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
01
This is a classic 'short-and-distort' activist deck cover page, utilizing aggressive, inflammatory language to frame the thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit