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 2,191-2,220
Pages 3,225
Rows per page 30
Component
2,191-2,220 of 96,741
43
The slide uses a callout structure to show a dialogue between the SEC and Mettler-Toledo.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
62
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing internal Luxembourg documents with public SEC disclosures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table3 hits
99
Uses photographic evidence and SAIC record screenshots to support the claim of a 'ghost' entity.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 3 hits
102
The slide uses a line chart showing a decline in shipments post-2015, annotated with two callouts citing company 10-K filings to explain the context of the decline.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 3 hits
14
Uses a screenshot of the company website to highlight omission of negative history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
30
Uses Indeed.com reviews and Florida Department of Health screenshots to build a case of regulatory non-compliance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
39
Uses a combination of analyst commentary and direct quotes from company filings to expose a potential inconsistency in reported performance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
40
Uses a combination of corporate filings/quotes and a dual-axis chart to highlight the discrepancy between narrative and financial reality.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
41
Uses a combination of bar chart, line chart, and data table to frame the 'gap' as a contradiction in management guidance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
42
Uses visual evidence of product packaging alongside legal case headers to substantiate claims of IP infringement.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
52
Uses two news clippings to highlight the lack of synergy between Walmart's foot traffic and the specific needs of a veterinary clinic.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
53
The slide uses a 'villain' framing by highlighting a competitor (Essentials PetCare) that Walmart prefers over the subject company (PetIQ).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
68
Uses a red arrow to visually link the CEO's quotes to the financial data table, highlighting the contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
70
The slide uses financial tables to contrast standalone performance with combined pro-forma results to argue that synergies are not materializing.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
71
Uses red boxes and arrows to draw attention to specific accounting adjustments in financial tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
81
Uses callout boxes to highlight specific quotes from earnings calls to support the thesis that the intermediary model is becoming obsolete.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
82
Uses a before-after framework to illustrate structural industry change.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
94
The slide uses red boxes to highlight the premium valuation multiples of PetIQ compared to the peer groups.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
28
Uses a timeline to show declining sales/deal value ratios over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
51
Includes a table of revenue components and two bar charts comparing actual vs. hypothetical GPU.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
61
The slide uses stacked bar charts to contrast revenue and GPU composition between the two companies.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
66
Uses a combination of a stylized line chart and a pie chart to illustrate a discrepancy in loan pricing and credit quality.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
72
The slide uses a comparison table and document excerpts to contrast MPSA (Ally) and MTA (Trust) agreements.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
80
The slide uses a table to demonstrate that the remaining principal balances are insufficient to sustain the GPU (Gross Profit per Unit) growth seen in previous quarters.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem3 hits
82
Uses a Q&A format to contrast management's vague responses with the activist's skepticism.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
12
The slide uses red boxes to highlight 2018 figures that the author argues are anomalous or non-recurring.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof3 hits
33
Uses a combination of qualitative narrative and quantitative table data to undermine management's growth narrative.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax3 hits
42
The slide uses red circles and lines to draw attention to the Q4 2016 warrant expense and the corresponding percentage of revenue, contrasting it with Q4 2018.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
43
Uses a red line to visually connect the public statement to the fine print.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
56
Uses SEC filings to highlight the complete divestment of the largest shareholder.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits