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Matching slides 60,557
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23,161-23,190 of 60,557
03
This slide serves as a credibility-building appendix, highlighting the firm's history, rankings, and specific past successes in forensic research.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses historical valuation charts to argue that current multiples are at all-time highs, supporting a bearish thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
11
The table serves to undermine the credibility of the company's reported backlog by showing historical project failures and lack of revenue conversion.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The table serves to cast doubt on the validity of the company's reported backlog by showing stalled or unverified projects.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a table to contrast 2017 negative cash flows against 2016 positive cash flows and rising debt levels.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a process flow to contrast stated business goals with actual operational status.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
19
Uses red flag icons to denote critical points of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
12
Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a bar-line chart and a table to show declining investment trends.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
41
Uses red dashed boxes and arrows to highlight the manipulation of EBITDA targets and weighting.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
43
The slide uses a red flag icon to emphasize the warning sign of compensation disconnect.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
46
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Includes a red box callout highlighting Q4 2013 operating margins.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a 'gotcha' approach by citing a specific job requisition to infer operational or compliance issues.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a side-by-side comparison to discredit the company's chosen peer group.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The slide uses red boxes to highlight specific high percentages of sales/marketing expense in 2012 and 2013.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The table includes financial metrics such as revenue growth, EPS growth, gross/EBITDA margins, and valuation multiples (P/E, EV/EBITDA, EV/Sales, P/B).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Includes patent value adjustments and debt/cash adjustments to arrive at equity value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide includes a detailed table of 111+ emerging Neocloud providers and 20 sovereign Neoclouds, highlighting the fragmented nature of the market.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
12
Includes a red dashed annotation highlighting the EBIT margin decline.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
13
The slide argues that apparent diversification is misleading because OpenAI is the true underlying customer.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
24
The slide presents a highly negative valuation analysis, projecting significant downside (88% to 95%) for the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
26
The table highlights the significant infrastructure footprint advantage held by hyperscalers compared to CoreWeave.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit