slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 2,311-2,340
Pages 3,225
Rows per page 30
Component
2,311-2,340 of 96,741
29
Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
31
Uses quotes from the Wall Street Journal to validate the thesis that the leasing business model is in a 'vicious cycle'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
19
Uses a 'before-after' style comparison of a historical event vs a hypothetical scenario to imply management deception.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
26
Uses a timeline-based narrative to highlight discrepancies in disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
32
Uses a 'before-after' style comparison between a historical event (Q3 FY19) and a hypothetical/suppressed event (FY20 Q1).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
35
Uses a timeline-like structure to juxtapose a corporate deal announcement with a government pandemic warning.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
38
The slide uses a split-column layout to contrast Forescout's declining relevance with the comprehensive offerings of competitors.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
40
Uses two industry-standard analyst frameworks to create a 'before and after' narrative of decline.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
49
Uses three tables to demonstrate the discrepancy between management's optimistic guidance and the analyst's more conservative projections.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
55
The slide uses a two-part valuation framework (Deal-Agnostic vs. Complete) to demonstrate downside risk.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
31
Uses red arrows to map relationships between individuals in photos.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
36
Uses callout boxes to present negative press coverage as evidence of character/operational risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
46
Uses a 'GFL Claim' vs 'Spruce Point Reality' structure to highlight the contradiction.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
55
Uses red boxes to highlight specific data points that have been restated between the two source documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
62
Uses a red box and arrow to visually link the two conflicting data points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
11
Uses a direct quote from an analyst to set up the contradiction with the company's own proxy statement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
16
Uses red flags and arrows to point out specific omissions in corporate reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
38
The slide uses red highlighting for the target company (Prestige Brands/PBH) to emphasize its outlier status.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
50
Uses red flag icon and callout boxes to highlight financial red flags in the data table.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
72
Uses red bounding boxes and callouts to highlight shelf placement issues.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
75
Uses screenshots of news articles as evidence to support the thesis that generic drugs have no competitive advantage.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
76
Uses visual evidence (photos with callouts) to demonstrate poor product placement/visibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
77
The slide uses photographic evidence of retail shelves to highlight poor shelf positioning (bottom row) and mixed product placement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
79
Uses 'Spruce Point View' callouts to frame external news articles as evidence for their thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
82
The slide uses visual evidence (screenshots) to show how retailers manipulate search rankings to favor their own brands.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
92
The slide uses a combination of a bar chart (FCF Conversion) and a line chart (FCF Yield) to contrast financial metrics with the narrative of 'best-in-class' performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
103
Uses red flags and arrows to point out specific omissions in corporate reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
112
Uses red callouts to highlight contradictions between proxy statements and reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
114
Highlights how proxy statement changes incentivize revenue growth over margin growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits