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Matching slides 96,741
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2,131-2,160 of 96,741
11
Uses a Bloomberg terminal screenshot to illustrate the correlation between a specific geopolitical event and stock performance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
18
Uses a 'before-after' style comparison of regulatory risk disclosures to imply hidden business risks.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle3 hits
13
The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
14
Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
21
Includes a line chart showing wage growth vs inflation and a bar chart showing EBITDA margin sensitivity to labor cost hikes.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
34
Uses two tables to demonstrate financial inconsistencies; includes a callout box questioning management's transparency.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 3 hits
49
Uses a reverse-valuation (implied growth) approach to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution3 hits
30
Includes specific callouts for methodology (survey results and vet practice onboarding rates).Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)3 hits
31
Includes specific footnotes regarding adjustments and margin estimates.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)3 hits
14
The slide uses a 'before-after' style framing to attribute poor stock performance to a specific individual's leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds3 hits
15
Uses red boxes to highlight specific directors with problematic historical ties to the CEO.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds3 hits
22
Uses a two-column layout to contrast executive governance issues with operational team composition.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
23
The slide uses a table to highlight discrepancies in reported NOI growth, implying HTA removes properties to maintain a consistent ~3% growth rate.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
28
The slide uses a before-after comparison to show that the company reverted to poor disclosure practices after an initial SEC intervention.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction3 hits
20
The slide uses a table to contrast company disclosures against the binary question of whether an exact annual charge was disclosed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath3 hits
22
Uses Bloomberg terminal charts to illustrate precedent for stock price reactions to accounting issues.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath3 hits
32
The slide uses a red arrow to visually emphasize the trend of increasing DSO over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction3 hits
26
Uses a FOIA email as primary evidence to validate competitive disruption.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test3 hits
34
The slide uses a table to show the trend of marketing costs and FCEs, with callout boxes emphasizing the reversal of cost efficiency.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test3 hits
57
The slide uses quotes from 'Large Agency #3' and 'Super Agency #7' to support the thesis of opaque and discriminatory practices.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
58
Uses direct quotes from anonymous agency sources to build a case against Momo's transparency.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
60
The slide uses testimonials from various agencies to build a case for Momo's declining market position and margin pressure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
62
The slide uses direct quotes from anonymous industry sources to damage the company's reputation and highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
53
Uses red flag icons to highlight key negative implications.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
17
Uses a before-after style comparison to highlight accounting manipulation.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate3 hits
21
The slide uses a table to show a deterioration in leasing fundamentals over time, supported by callout boxes highlighting specific negative trends.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate3 hits
41
Uses a 'not equal' symbol to visually contrast high valuation with poor operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution3 hits
38
The chart highlights a decline from 2015 to 2016E and a slight decline between YTD 2015 and YTD 2016.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 3 hits
42
Uses red circles and arrows to draw attention to the discrepancy between sales decline and margin growth.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 3 hits
39
The slide uses a combination of a line chart and two callout boxes to juxtapose anecdotal evidence against corporate disclosure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution3 hits