slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,341-2,370
Pages 3,680
Rows per page 30
Component
2,341-2,370 of 110,387
13
Uses visual evidence of media appearances to frame the company's narrative as superficial.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
23
Uses a timeline-based forensic analysis to link corporate entities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
88
The slide uses two tables and two bar charts to demonstrate the divergence between reported adjusted metrics and GAAP/cash flow metrics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
93
Uses a stock chart with red sell markers and a table showing declining ownership percentages over three fiscal years.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
26
Uses the 'Déjà vu' framing to establish a pattern of behavior in failing companies.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
27
The slide uses a combination of a press release screenshot and a financial table to highlight the poor performance of the acquired entity.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
31
Includes a direct quote from a 10-K filing to support the argument.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
42
Includes a screenshot of a Sumzero investment post and excerpts from SEC press releases.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
79
Uses a combination of a stock price chart with insider transaction markers and a bar chart showing the decline in percentage ownership.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
23
The slide uses a side-by-side comparison of official SEC bios versus a company profile from Gust.com to highlight the omission.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
88
The slide uses a table to link financial contributions to potential conflicts of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
18
The slide uses stock charts to visually demonstrate the 'implosion' of companies that reported bank overdrafts, a common red flag in forensic accounting.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
23
Uses a Q&A transcript from an earnings call to highlight management's bonus metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
32
Uses a red box to highlight the discrepancy between the organic revenue adjustment and the actual FX loss reported in the 10-K.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
36
Uses red boxes to highlight missing or changed data points between two reporting periods.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
53
Uses screenshots of company websites to establish the link between the individual and the two companies.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
14
The slide uses a 'Spruce Point Adj Estimates' column to contrast against 'Street and DOX Figures', illustrating the firm's thesis on inflated earnings and hidden debt.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
31
The slide uses a red bar to highlight the 2018 record low in insider ownership.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
36
Uses a red box and arrow to visually demonstrate the deletion of text between the two versions.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
38
The slide uses a visual before-after comparison to highlight a specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
39
Uses a red box and arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
40
Uses a red arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
09
The slide uses a combination of a bar chart for debt maturity, a pie chart for debt structure, and a line chart for interest rate trends to build a case for financial risk.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
17
Includes a Bloomberg EQS screen capture and two custom charts showing margin divergence.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
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 · Agitate2 hits
11
The slide uses a 'before-after' comparison of Kornit's own marketing materials to expose the repetition of a failed strategy.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
25
Uses bill of lading data to estimate unit counts and total revenue, comparing against reported figures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
26
Uses a table to contrast GAAP revenues and inventory levels across 2018 quarters to suggest aggressive revenue recognition.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
37
Uses red underlining to highlight specific claims in analyst reports that the activist intends to refute.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits