slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,580
Current window 21,571-21,600
Pages 3,986
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21,571-21,600 of 119,580
01
The imagery depicts a burning laundry facility with rats, visually reinforcing the 'bad business practices' thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
14
Uses a 'before-after' or 'contradiction' framing to undermine the company's stated business strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
16
Includes a letter from the City of Aurora Law Department and a sample complaint form.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
01
The image uses dark, visceral imagery (decaying patient, rats) to imply the company is in a state of terminal decline.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
17
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish a negative correlation between the executives' past roles and company performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
19
Uses Glassdoor-style employee reviews to validate the thesis of poor management and M&A execution.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
67
The slide uses a grid of Glassdoor-style reviews to build a narrative of toxic management.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
73
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish guilt by association.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
01
The visual metaphor of 'damaged chips' and rats suggests operational or quality control issues at the company.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
18
Uses red circle annotations to highlight the change in signature from Brian McDonald to Jim Moyer (labeled as Jim Christoffersen in the document).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg2 hits
66
Uses a sales history table and a civil plan document to prove the company flipped land instead of developing it.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
68
Uses investigative findings to cast doubt on company disclosures regarding property assets.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
86
Uses visual evidence (photos) and public records (sales history, FAA data) to build a narrative of executive enrichment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
01
The visual metaphor of a decaying patient in a hospital bed with rats is intended to convey the firm's negative thesis on the company's health.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The slide uses visual metaphor (the hammer and the 'displeasure' branding on the product boxes) to convey a negative investment outlook.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction2 hits
26
Uses red arrows to connect specific text in financial filings to the activist's claim of undisclosed acquisition activity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
34
Uses Amazon price tracker screenshots to demonstrate price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
36
Includes Spruce Point Capital Management branding and page number 36.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
37
Uses photographic evidence to undermine management's strategic narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
39
Uses photographic evidence to debunk a management claim.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
49
Uses SEC Form 4 filings and Bloomberg data to contrast corporate deal narrative with insider behavior.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
58
Uses Amazon search results and price history charts to demonstrate brand dilution and price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
76
Uses red arrows and boxes to visually connect the absence of the name in the proxy table to the presence of the name on the Form 144.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
80
Includes a table comparing reported vs. adjusted EPS and a secondary table showing bonus performance metrics.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
01
The image uses a medical surgery metaphor to imply the company is in critical condition or being 'operated' on by the short seller. A rat is visible on the medical equipment, a common trope in short-seller reports to imply corruption or 'rat-like' behavior.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
06
The slide emphasizes the proprietary/exclusive nature of the data to build credibility for the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
16
Includes medical illustrations of a brain clot and a leg vein clot.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
37
Highlights FDA approval documents for Medtronic React 68 and Stryker AXS Catalyst to show direct comparison to Penumbra's predicate devices.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
49
Uses screenshots of LinkedIn and a clinical study abstract to undermine management's strategic decision-making.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
45
Uses a red arrow and question mark to highlight the discrepancy between analyst assumptions and actual historical revenue data.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits