anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 60,568
Current window 23,851-23,880
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

Component

23,851-23,880 of 60,568

filter-aware
03
The slide serves as a track record/credibility builder for the activist firm.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
15
The slide uses a contrast-pairs framework to frame the current CEO as inferior to the predecessor.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a timeline format to establish a pattern of poor leadership and financial misconduct.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a red box to highlight the two most recent acquisitions as the primary focus of the critique.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually emphasize the decline in dividend growth rate in 2019.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a quote from a 2015 conference call to highlight management's initial transparency versus later obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
25
The slide uses a quote from the CFO to contrast with the data presented in the table, highlighting the 'perverse incentive' to overpay for acquisitions.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses red boxes to highlight the decline in Penumbra's market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The table models a 'race to the bottom' pricing strategy for Medtronic's aspiration products to gain market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
The table highlights the discrepancy between market consensus and the activist's bearish outlook, specifically using red boxes to emphasize the lower revenue and growth figures.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide highlights a contradiction between the company's regulatory pathway (510(k)) and its valuation relative to PMA-cleared peers.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Includes adjustments for lease payments, contingent consideration, minority interest, and cash/debt.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Includes a screenshot of the NEJM article header and a data table from the supplementary appendix.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The table uses red and green borders to highlight negative vs positive outcomes/trial status.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a table to demonstrate the timeline of FDA approvals for competitors, contrasting them with Penumbra's 2007 entry.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a table to show the inverse relationship between Penumbra's growth and Medtronic's market entry, with a callout box explaining why the Medtronic data is incomplete.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
Includes red box annotations highlighting the convergence of delta and growth trends.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses primary research (interviews) to corroborate quantitative market share loss.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
The table models five scenarios for Medtronic's aspiration pricing ($4k down to $0) and calculates the resulting financial impact.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
The slide highlights a red-bordered row for Penumbra, Inc. to emphasize the anomaly.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses testimonials from industry participants to support the claim of aggressive marketing tactics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
Includes a quote from a Neurovascular Products Sales Director to reinforce the point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
The slide uses a table to establish a pattern of behavior (distributor acquisitions) as a predictive indicator of corporate failure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The table uses red boxes to highlight the Spruce Point estimates that differ from the sell-side consensus.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide highlights Penumbra's valuation relative to its peers, specifically contrasting PMA vs 510(k) pathways.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The table segments peers by FDA pathway (PMA vs 510K) to highlight that PEN is trading at multiples inconsistent with its lower-tier 510K status and weaker fundamentals.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
The slide uses a Bloomberg terminal screenshot to provide 'objective' market data to support the activist thesis of insider dumping.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
The slide uses a table to demonstrate that despite 'Buy' ratings, the average price target implies negative upside.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
The table explicitly calculates the percentage change from current sell-side estimates to the activist's bear/bull cases across key financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit