slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 24,481-24,510
Pages 2,019
Rows per page 30
Component
24,481-24,510 of 60,568
04
The slide uses a comparative table structure to establish credibility through past performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
05
The slide uses a comparison table to establish credibility by showcasing past successful activist interventions.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
13
Uses a classic 'Claim vs. Reality' structure common in activist short reports.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
Uses a dialogue-style contrast between the activist and a former employee to frame the problem.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
18
Uses expert testimony and competitor data to cast doubt on the sustainability of Genius's growth.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
19
The slide highlights the discrepancy between revenue growth and persistent operating losses, questioning the sustainability of EBITDA improvements.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
The slide uses red boxes to highlight specific trends in accounts receivable and deferred revenue as a percentage of revenue/cash revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
The slide highlights Genius Sports in a red-bordered row to draw attention to the negative working capital metrics.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide highlights potential financial strain or accounting anomalies by benchmarking Genius Sports against industry peers.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
The table uses a 'Reality Case' framework to challenge consensus estimates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses red 'X' marks to visually emphasize contradictions.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
The slide argues that comparing Genius to DraftKings is inappropriate due to fundamental differences in growth trajectory and business model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a 'preempt_rebuttal' strategy by highlighting the discrepancy between company guidance and actual incremental margin performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Uses external quotes and earnings call transcripts to cast doubt on management's narrative.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
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 · Agitation1 hit
35
The slide uses a Q&A format to provide qualitative evidence supporting the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
38
Uses a Q&A format to present qualitative evidence from industry insiders.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
39
The slide uses callouts to interpret the table data, framing Genius's market position as limited.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
45
The slide uses historical precedents to frame the target company's business model as inherently risky and prone to regulatory scrutiny.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
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 · Agitation1 hit
48
Uses a dialogue table to highlight a discrepancy in industry norms.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
49
The slide uses a table to list dates and league names to demonstrate the volume of partnerships, contrasting this with the claim of low revenue potential.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
50
Uses a dialogue-style contrast between Spruce Point and a former manager to highlight the absurdity of the valuation.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
51
The slide uses a red arrow and underlining to highlight the 'no cost' clause in the contract.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
52
Uses a table to itemize services and their costs, with a red arrow highlighting the VIK clause.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
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 Victory1 hit
119
The slide uses a red flag icon to signal a warning about the company's valuation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a comparative valuation framework to justify a bearish thesis on Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit