Matching slides 60,557
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24,331-24,360 of 60,557

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Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses a precedent table to establish credibility by showing past successful short campaigns.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
09
Uses a red flag icon to signal danger/fraud risk.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Uses a red flag icon to signal warning/contradiction. Employs a 'before/after' style comparison of revenue models.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes a red flag icon and a block quote from a legal document.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
13
Uses a red flag visual metaphor to signal warning to investors.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a red flag icon to signal danger/warning. It explicitly links the current target (Porch) to a historical failure (Active Network) to build a bearish case.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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Uses a red flag icon to signal warning; structured as a comparative audit of past vs present.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a red flag icon to emphasize the fraud allegation against Porch.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
27
Uses a red flag icon to signal warning/negative sentiment.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
35
The slide uses a table-like structure to pair specific topics with direct quotes from a third-party interview.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
41
Uses a red flag icon to signal warning/fraud risk. Contrasts specific quotes from SEC filings.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
43
Uses a 'Porch Warning' callout to highlight internal control weaknesses.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
45
Uses a red flag icon and callouts to highlight specific accounting inconsistencies.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
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Uses a combination of CEO quotes, customer testimonials, and a quantitative liability buildup table to expose a potential accounting discrepancy.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a red flag icon to signal warning; employs a side-by-side comparison of internal claims vs. external evidence.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
51
Includes a red flag icon and a direct excerpt from a legal filing.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a red flag icon to signal warning/fraud exposure; highlights a specific peer group segment for comparison.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
58
Uses a red flag icon to denote a warning/critical point. Highlights the EV/Revenue and EV/Gross Profit rows in a red box.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
The slide uses a Q&A format to undermine the 'bullish' narrative surrounding Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a Q&A format to present negative sentiment regarding Magnite's competitive moat and sales force quality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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Uses a combination of biographical data, a primary source excerpt, and a stock price chart to build a narrative of management incompetence/dishonesty.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a comparison table to contrast Frankenberg's roles at AOL and Daw Technologies, emphasizing his failure to disclose the latter.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a 'Spruce Point Reality' callout to frame the contradiction between analyst claims and market reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses visual metaphors (golden goose vs. dog) to contrast company performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses red 'sell' icons overlaid on a stock price line chart to visually correlate insider selling with price movements.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a table to contrast current market sentiment (analyst targets) with the activist's bearish thesis.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The table highlights Magnite's 23.9% sales growth and 13.6x forward sales multiple compared to peer averages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The table calculates price targets based on 6.5x-8.5x revenue multiples, resulting in a 27-46% downside from the current price of $27.30.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit