Matching slides 60,568
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23,281-23,310 of 60,568

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The table serves as a track record of the firm's influence on corporate leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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The slide uses the word 'FAIL' as a watermark over the outcome column for several entries.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
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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 Worlds1 hit
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The slide uses a narrow y-axis scale (0-8%) to emphasize the flatness of the growth trend.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a table to establish credibility by showing a history of successful activist campaigns resulting in CEO departures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
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Uses a hub-and-spoke diagram to connect the target company to historical precedents.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
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Includes a specific callout on Price / Adj Book Value and Estimated Organic Growth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
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Uses a red box and arrow to visually anchor the comparison between the 2007 baseline and the 2018 current state.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
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The slide uses a table to build a narrative of poor corporate governance and questionable M&A activity.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The table demonstrates that reported growth is driven by acquisitions and price hikes rather than volume.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The slide uses a combination of bar and line charts to demonstrate deteriorating operational efficiency.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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Uses a combination of a bar chart and a table to highlight the discrepancy between reported explanations and financial metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The slide highlights how capital leases can be used to inflate EBITDA and free cash flow, potentially to influence management bonuses.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The slide uses a 'bad' to 'extremely bad' qualitative assessment of the company's forecasting accuracy.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The slide uses a visual block to indicate where data is no longer disclosed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The chart shows a massive divergence between capital expenditure and physical asset growth, supported by a data table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
31
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
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The slide uses a 'revolving door' narrative to imply management or oversight failure.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a table to profile three specific board members, highlighting negative associations to argue for a lack of committee depth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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Uses red arrows to visually highlight trends in the table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses the contrast between analyst 'Buy' ratings and the activist's bearish thesis to frame the market as misinformed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a peer benchmarking table to argue that USCR's seemingly attractive valuation is misleading.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses red arrows to indicate downward revisions and a green arrow for a slight revenue increase.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Includes detailed footnotes explaining the overcapitalization adjustment methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses red boxes and arrows to highlight specific data points that contradict management's narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
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Uses a red box and arrow to draw attention to the lack of depreciation for the 'Corporate activities' segment.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
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Uses a 'Smartest Guy In The Room' callout to highlight Goldman Sachs' lower price target.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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Uses red arrows to map specific line items in a valuation table to critical commentary boxes.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide highlights the discrepancy between KTOS's high valuation multiples and its peer group, arguing the premium is unjustified.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
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The slide uses a bearish thesis to justify a significant downside in stock price based on multiple valuation metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit