slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 23,431-23,460
Pages 2,019
Rows per page 30
Component
23,431-23,460 of 60,557
07
The slide uses a short-seller thesis structure, highlighting specific operational failures (lack of CISO, reliance on Supermicro) to justify valuation compression.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
27
Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
Uses a table of analyst price targets followed by specific quotes from JP Morgan, Canaccord, and Jefferies to illustrate the 'consensus' view.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
34
The slide uses a short-seller research note format to justify a bearish thesis on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
03
The slide includes a specific thesis statement about Dollarama at the top, which seems slightly out of place for a general 'About' slide, suggesting it might be a template or specific to a Dollarama deck.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses a precedent table to establish credibility by showing a track record of successful short-selling/activist campaigns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a red box to highlight the specific data points (EBITDA Margin and Sales Growth) that the author finds contradictory.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
10
Uses a 'Villain' framing by contrasting corporate optimism with bankruptcy/distress.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
15
The slide uses a 'villain critique' style to undermine the company's core value proposition by citing public sentiment.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
16
Uses side-by-side comparison to highlight corporate messaging shifts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
17
Includes a Bloomberg EQS screen capture and two custom charts showing margin divergence.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses a table format to systematically list risks to the company's cost structure.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a transcript from an earnings call to contrast management's explanation of asset disposals with financial data.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
Uses a red box to highlight the 'First Half' data and a red arrow to connect the quote to the critique.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
The table quantifies the revenue benefit Dollarama received from specific competitor store closures between 2015 and 2018.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
27
Uses a combination of a data table and news clippings to build a case for competitive pressure.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses a red border to highlight Dollarama's row in the table.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to compare implied lease terms and calculates the impact on EBIT if schedules were aligned.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
35
The table highlights that peers (DLTR, BIG, DG, FDO) report store closures, while Dollarama does not. The slide uses this to frame management's lack of transparency as a red flag.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
37
Red boxes highlight the negative changes in working capital and the resulting year-over-year decline in net cash flow for FY 2019.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
39
Uses maps to show geographic concentration vs. competitor spread, and a table to show the scale of related-party payments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
40
Uses a combination of text excerpts from proxy filings and a table showing top tenants to prove the materiality of the relationship.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
42
The slide highlights a conflict of interest where management decisions (like purchasing warehouses) artificially boost EBITDA to trigger higher bonus payouts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
43
Uses red boxes and arrows to highlight the specific year (FY 2014) where the target was missed and the subsequent downward adjustment in FY 2015.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
45
The chart shows a clear divergence between the declining share position and the rising stock price, used to imply a lack of alignment or confidence from the founder.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
47
The slide highlights that despite price target adjustments, the implied upside remained constant at 14% on average, suggesting analysts are not adjusting their long-term outlooks sufficiently.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
44
The slide uses a peer benchmark table to argue that Weis Markets' suboptimal performance warrants a discount relative to industry M&A multiples.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a P/E multiple valuation approach to justify a significant downside target.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit