slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 7,851
Current window 2,431-2,460
Pages 262
Rows per page 30
Component
2,431-2,460 of 7,851
49
Uses callouts to highlight specific financial terms from SEC filings and press releases to build a narrative of self-dealing.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
01
The slide uses a visual metaphor of a TV interface populated with negative 'channels' (e.g., 'Strong Sell Network', 'Over Valued') and includes imagery of rats and cockroaches on the furniture to imply a 'repellant' investment.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
41
Uses a 'villain' (SunPower) to frame the competitive threat to the subject company (Sunnova).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a quote to validate the activist's thesis that the stock is expensive and insiders will sell.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
52
Uses a table to show the growth in tax risk disclosure word counts and a callout box to highlight specific concerning language from the 2018 10-K.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
54
The slide highlights a trend of rising tax compliance and planning fees paid to the auditor, suggesting potential aggressive tax accounting or governance concerns.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses a combination of product imagery and trend data to argue that Amazon is successfully encroaching on PBH's market share.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide highlights an increasing trend in Amcor's overdraft usage relative to sales.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
25
Uses color-coded text (green/blue/red) to highlight changes in legal disclosures between fiscal years.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The chart shows a clear downward trend in Class B share concentration over time, supporting the 'insider selling' narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
Uses a quote-based contradiction framework.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
18
Uses a red arrow to visually connect the CEO's claims to the eventual financial impairment.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
31
The slide uses a red box to highlight the discrepancy between total acquisition spend and incremental growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
02
A.O. Smith Corporation (AOS)A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
20
The slide uses a narrative structure to expose historical accounting fraud and link it to the current target company.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
90
Uses a 'before-after' style contradiction frame, comparing company claims against external audit records.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Includes a press release excerpt as evidence for the technological parity of the Libre 2.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
01
The slide uses a 'dashboard' metaphor to present critical financial warnings and questionable accounting practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
28
Includes a red flag icon indicating a cancelled investment by a competitor (Broad Ocean) replaced by the subject company.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
01
The slide uses visual metaphor (leaking product, pests) to imply poor quality or operational issues at the target company.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a sidebar for key themes and a main body for the detailed investment thesis.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
21
Uses a before-after comparison of regulatory text to expose a business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
01
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
28
ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller 1 hit
20
This is a research note page from Kerrisdale Capital, focusing on the lack of differentiation in Apollo Fusion's technology and the questionable background of Astra's leadership regarding satellite networks.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
26
Astra Space, Inc. (ASTR)Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller 1 hit
19
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
13
Includes standard conflict of interest and non-solicitation language.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
20
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
34
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit