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Table

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Matching slides 60,557
Current window 23,311-23,340
Pages 2,019
Rows per page 30
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18 30 60

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23,311-23,340 of 60,557

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31
The slide uses red arrows for negative trends (insider) and green arrows for positive trends (institutional) to visually reinforce the activist thesis.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses red arrows to visually emphasize recent analyst downgrades, contrasting with the overall 'Buy' consensus.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a standard activist investor format to present a bearish thesis based on valuation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
08
The slide uses a piggy bank icon to visually reinforce the 'insider enrichment' narrative.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
The slide uses a 'scorecard' summary to highlight the bifurcation between successful and underperforming programs across different launch years.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
03
The slide serves as a credibility-building appendix, highlighting the firm's history and past successful activist campaigns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a 'villain' framing by highlighting how Momo exploits regulatory loopholes to disadvantage retail investors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment1 hit
09
The slide highlights concerns regarding the Tantan acquisition funding and potential shareholder dilution.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment1 hit
20
The slide uses a table to highlight the discrepancy between disclosed and undisclosed entities, supported by an organizational chart.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
21
The slide uses a red box to visually isolate the 'Undisclosed' entities from the 'Disclosed' ones.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
26
Uses red boxes to highlight specific mismatched figures in the tables.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
27
Uses visual evidence (brochure vs. Tianyancha registry) to prove undisclosed related party ownership.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
28
Includes a flow chart showing disclosed vs. undisclosed entities and a table highlighting suspicious financial figures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
30
Uses investigative photography to cast doubt on the legitimacy of a business entity.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Includes a red circle annotation highlighting the connection between Wuxi Jianguo and Wuxi Yilumi.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses WHOIS records and IP hosting data to link the company to gambling sites.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Uses quotes from earnings calls to highlight management's lack of integration plans and analyst skepticism.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
37
Includes a table of financing rounds and a diagram of the ownership structure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses red circles and lines to visually connect the conflicting share counts (22,272,730) attributed to both Matrix and Purple Sky.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses direct quotes from earnings calls contrasted with consultant interview findings.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a 'Red Flag' framing to highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a table to list specific dates, companies, and the outcomes of regulatory crackdowns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses a 'Spruce Point Interpretation' callout box to frame the transcript excerpts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The table provides primary research data supporting the activist thesis regarding Momo's business.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses a structured table to link specific business risks (Fee Sharing, Consolidation, Regulation) to financial outcomes.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Uses a classic 'contrast-pairs' framework to systematically dismantle the bull case.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide argues that the lack of institutional ownership, particularly by tech funds, implies a retail-heavy investor base.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the 2017-2018 selling activity of key executives and directors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses a standard financial model buildup to justify a short thesis price target.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit