slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,101-2,130
Pages 3,225
Rows per page 30
Component
2,101-2,130 of 96,741
39
The slide highlights a discrepancy between management's stated share repurchase programs and their actual selling behavior.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
42
Uses a red flag icon to draw attention to the narrative text. Highlights specific cells in the table with red boxes.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
44
The slide uses a red flag icon and a red dashed box to highlight the anomaly in Q1 2014.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
10
Uses screenshots of YouTube videos as primary evidence.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)Loop · The Reveal3 hits
10
Uses external press releases and media reports to corroborate internal investigative data points.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Preempt RebuttalLoop · Iceberg3 hits
09
The slide uses a 'FALSE' watermark over the left-hand table to dismiss the opponent's claims.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
29
The slide uses a 'villain' framing technique by highlighting potential legal non-compliance in corporate acquisitions.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 3 hits
10
The slide uses a comparison table to highlight qualitative differences (higher ed exposure, digital transition, NOLs, business mix) to justify a premium valuation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter3 hits
07
The slide uses a red dashed box to highlight the specific contradiction in HGV's claims.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In3 hits
09
Uses red dashed boxes to highlight specific contradictions in valuation multiples and offer price increases.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In3 hits
12
Uses red dashed boxes to highlight specific claims and corresponding rebuttals.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
03
The slide uses a 'precedent' argument to validate the activist's proposed board changes.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction3 hits
07
The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg3 hits
28
Uses screenshots of network traffic logs to prove cross-site tracking.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 3 hits
32
Uses specific loan groupings (Group A and Group B) to demonstrate the discrepancy between interest coverage ability and assigned risk ratings.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 3 hits
11
The text serves as a forensic accounting analysis, highlighting discrepancies between reported acquisition costs and actual market values.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Monster3 hits
12
The slide uses a narrative structure to expose corporate governance failures and potential self-dealing by FMCN management.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Monster3 hits
10
This is a text-heavy research note page from a short-seller report.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
87
Uses a before-after framing to justify a new retail strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
31
The chart uses a trend line to show the correlation between brand count and revenue, positioning Kao as an outlier with too many brands for its revenue scale.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
32
Oasis Management's critique of Kao's brand strategy, highlighting the underperformance of R8 brands and the need for consolidation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
56
The chart illustrates the gap between Kao's internal revenue forecast and the potential growth if they matched market rates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done3 hits
75
The slide compares current market price (5,676) against an intrinsic value (9,919) derived from segment valuations (Health & Beauty, Cosmetics, Hygiene & Living Care, Chemicals) minus net debt.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
84
Uses a before-after framing to contrast current marketing with a new experiential proposal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
85
The slide uses a 'before-after' structure to justify the expansion of sales channels.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
87
The slide uses a 'before-after' structure to contrast current retail limitations with a proposed experiential marketing solution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain3 hits
21
The slide uses a bar chart to contrast negative/low growth of the subject company against higher market and peer growth metrics.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change3 hits
51
The slide highlights a specific governance concern regarding peer group selection bias.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory3 hits
67
Uses a 'before-after' style layout to contrast public marketing claims with internal reality.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits