slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 28,051-28,080
Pages 10,126
Rows per page 30
Component
28,051-28,080 of 303,780
01
The visual metaphor uses a rat on the 'Sell' side of a scale, implying a negative outlook or 'rat-like' behavior in the company's earnings reporting.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes2 hits
72
Red arrow connects the restated 2008 figure in the 2009 10-K to the original 2008 figure in the 2008 10-K.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
90
The slide uses a comparison table to demonstrate that the sum of assets from local tax filings is significantly lower than the consolidated figures reported in SEC filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
107
The slide uses red boxes to draw attention to the specific contradictory dates in the source documents.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
01
The image is stylized to look like police body-cam footage, with the subject's shirt edited to read 'BUY MY STOCK'.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes2 hits
01
The image of a leaking/steaming water heater serves as a visual metaphor for the 'Strong Sell' thesis.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 2 hits
01
The slide uses visual metaphor (rats, 'WTF Petcare' sign, danger sign) to frame the company as a toxic investment.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup2 hits
06
The slide uses an academic abstract as a precedent to frame the target company (PetIQ) as a low-quality entity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
82
Uses a before-after framework to illustrate structural industry change.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
94
The slide uses red boxes to highlight the premium valuation multiples of PetIQ compared to the peer groups.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
03
This slide serves as a credibility-building appendix page.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
05
The slide uses a classic activist short-seller structure: headline thesis followed by a detailed breakdown of fundamental business deterioration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
18
The slide uses a structured list format to detail the FTC's rationale and the specific conditions imposed on the acquisition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
38
Uses a 'Really?' callout to highlight the contradiction between past remediation claims and current audit status.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
01
The slide uses a visual metaphor of a Continuous Glucose Monitor (CGM) to imply the company is in an 'extreme sugar high' (overvalued) state.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
16
Includes diagrams of CGM sensor placement and a closed-loop system setup.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
05
The slide uses a classic activist short-seller format: headline thesis, summary of missed metrics, and a rhetorical question regarding management transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call2 hits
27
Uses visual juxtaposition of two similar tow trucks to imply business model failure.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
31
Uses a scatter plot and two bar charts to highlight the discrepancy between Carvana's targets and peer performance.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
32
Uses a before-and-after comparison to show how removing captive finance income brings CarMax's metrics closer to the peer average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
56
Uses a 'quote-and-critique' structure to expose potential regulatory and financial liability.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
66
The slide uses a 'precedent_table' to show that the target company's narrative is a common industry trope, undermining its value proposition.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
21
Uses a numbered callout system to map the flow of a specific Q&A exchange.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
27
The slide uses a grid of screenshots of acquired company websites to visually demonstrate the lack of integration.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits
29
The slide uses a 'villain critique' approach by citing past legal testimony to question current management integrity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle2 hits
01
The image uses visual metaphors (rats, vinegar, 'Strong Sell' shirts) to convey a negative sentiment toward the company.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Introduction to the thesis2 hits
07
The slide uses a series of bullet points to build a case for financial manipulation and aggressive accounting practices.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication2 hits
27
Uses a green checkmark for a matching calculation and a red X for a non-matching calculation to visually emphasize the discrepancy.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
36
The table uses a star icon to denote 'Spruce Point Successful Call', implying a track record of identifying these red flags.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits