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Callout
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Matching slides 96,741
Current window 2,371-2,400
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Component
2,371-2,400 of 96,741
15
The slide uses a screenshot of a Piper Sandler financial model to point out specific growth projections for 'Imaging' and 'OVP' segments.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment3 hits
18
Uses a 'scil' acquisition as a benchmark to derive implied North American operating expenses.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment3 hits
23
Uses direct quotes from BAML and Barclays conferences to frame the contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
38
Uses a 'before and after' comparison to undermine a CEO quote.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
39
Uses a red flag icon to denote a warning or contradiction. The slide structure uses a table to contrast CEO quotes with a regulatory filing.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
48
Uses a red flag icon to signal a warning/red flag in the activist thesis.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
61
The slide uses red boxes to highlight specific data points in the table that contradict the company's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
62
Uses a red flag icon to highlight the contradiction in data. Includes a detailed cohort analysis table and a summary comparison table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
66
Uses a red flag icon to denote a critical point of contention.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
70
The slide uses a combination of financial data and excerpts from SEC filings to undermine the strategic rationale of the acquisition.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
71
The slide uses a red flag icon to highlight the negative revenue trend and a callout box to emphasize the contradiction in goodwill allocation.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
73
The slide uses red boxes to highlight the specific margin figures being compared.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
74
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
75
Uses red underlines and a red arrow to draw attention to specific text in the proxy excerpt.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
79
Uses red 'X' marks and question marks to visually emphasize the departure of founders and the Co-CEO's dual employment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
81
Includes a specific callout regarding a co-founder leaving Lacuna for IDEXX.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
08
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
27
Uses customer testimonials to frame the 'disintermediation' thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
34
The slide uses two side-by-side callouts to present external evidence from Moody's and Sportico, supporting the thesis of poor monetization and high licensing costs.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
42
Uses red boxes to highlight specific legal claims and risks.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
46
The slide uses a table to show the growth of noncash revenue and callouts to highlight management's stated strategy.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
47
Uses a combination of logo grid, expert quotes, and analytical commentary to build a case against the company's reported revenue model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
17
The slide uses a 'before-after' style comparison of Oatly's own marketing materials against a 2013 internal report to expose inconsistencies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster3 hits
36
The slide uses a 'before-after' or 'claim-reality' structure to highlight management's failure to execute on promised infrastructure.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
47
Uses red arrows and circles to highlight the specific footnote addition in the investor presentation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
59
Uses a red flag icon and callout boxes to highlight financial reporting discrepancies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 3 hits
70
Uses a job posting screenshot as evidence of internal accounting practices.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 3 hits
72
The slide highlights a growing variance between two accounting sources, which the author interprets as a red flag for aggressive capitalization.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 3 hits
103
Uses photographic evidence to support the thesis of a 'brutally competitive' market environment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
115
Uses a 'before-after' narrative structure to discredit an analyst's current credibility.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits