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Table

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Matching slides 60,568
Current window 23,341-23,370
Pages 2,019
Rows per page 30
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23,341-23,370 of 60,568

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03
The slide establishes credibility by highlighting the firm's history, rankings, and a table of historical successes.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
04
The slide uses a comparison table to validate the firm's track record by showing specific outcomes for four past campaigns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
06
Uses a 'Lemon + Lime = Lemon Aid' metaphor to mock the merger of DigitalGlobe and MDA into Maxar.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller 1 hit
10
Includes a specific callout on the Ukraine liability and debt maturity cliff in 2020.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
11
The slide uses a 'Fantasy vs. Reality' framing to discredit management guidance and analyst consensus.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
12
The slide uses a 'precedent' framework to establish credibility by linking current target (Maxar) to a past successful short campaign (NCR).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
14
The slide uses a classic 'Concern vs. Evidence' table structure common in activist short reports.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 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
15
The slide uses red text to highlight the specific programs that are the focus of the argument.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
16
Uses callout boxes to annotate tables and highlight the cessation of specific metrics in 2016.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a comparison table to highlight operational and accounting differences, specifically calling out 'Aggressive' revenue recognition in the short course segment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
Includes specific callouts highlighting the discrepancy between management's stated cash outflow expectations and the actual NPV calculations.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
The slide uses a scenario table to illustrate the impact of market headwinds on EBITDA margins.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
28
The slide uses a table to contrast the cost structures of two different business models in the OPM space.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
31
Uses a 'before-after' style framing to contrast corporate claims with empirical data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
34
The slide uses a table to show the trend of marketing costs and FCEs, with callout boxes emphasizing the reversal of cost efficiency.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
35
The slide uses data from semrush.com to demonstrate rising customer acquisition costs in the online education sector.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
37
The slide uses analyst consensus data to argue against the market's bullish sentiment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
38
The slide uses an 'imputed consensus model' to break down revenue expectations, contrasting them with historical performance data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a table to break down revenue by cohort year, highlighting the aggressive growth assumptions for newer cohorts compared to mature ones.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses a bar chart to visualize the multiple contraction risk, contrasting 2U's 12.6x multiple with 5.0x and 4.1x precedents.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide highlights 2U's premium valuation relative to its peers, suggesting a potential re-rating.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
Includes a callout box explaining the rationale for the peer multiple selection (5.0x-7.0x) based on student acquisition costs and program churn.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
45
Includes specific methodology notes regarding 2U's MD&A disclosures and cohort revenue imputation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
49
The table provides granular data across multiple years (2013-2017) for specific university programs.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 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