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 28,081-28,110
Pages 10,126
Rows per page 30
Component
28,081-28,110 of 303,780
06
The slide uses a strong 'villain' narrative regarding the G&K acquisition and management's financial reporting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
07
The slide uses a strong 'villain' framing by highlighting fraud and safety risks to justify a short thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
08
The slide uses a 'villain' framing by linking the auditor to a past accounting scandal at Papa John's and questioning the independence of the audit committee.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
09
The slide uses a strong 'villain' framing by attacking the company's billing practices, governance, and acquisition strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
34
The slide uses customer testimonials as evidence of operational dysfunction to support a short-selling thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
36
Uses a contrast-pairs framework to highlight the discrepancy between Cintas's 'no change' stance and Unifirst's 'disruption/tightening' stance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
46
The slide uses a callout box to emphasize the outlier status of Dropbox (highlighted in orange) compared to the peer group.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
01
The visual metaphor uses a smoking industrial machine with a 'PANIC' button and a 'DANGER' skull-and-crossbones sticker to imply corporate distress.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
19
The slide uses a 'villain' narrative (customers pressuring the company) to explain poor financial health.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
24
Uses a before-after style framing to highlight the trade-off between cash preservation and equity dilution.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
07
Uses a line chart to show divergence between legacy and acquired locations, with a callout box explaining the 'net effect' on reported growth.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
18
Uses a line chart to show divergence between legacy and acquired locations, with a callout box summarizing the 'net effect' of the accounting treatment.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
22
Uses direct quotes and earnings supplement data to frame management as incompetent.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
01
The imagery uses a dark, ominous tone to suggest financial distress or 'sinking' performance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
35
Uses a direct quote from management to set up the contradiction.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
88
Uses direct quotes from earnings calls to establish a pattern of management behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The image uses dark, visceral imagery (decaying patient, rats) to imply the company is in a state of terminal decline.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
37
Uses a bar chart to show growth and a product grid to show the 'launch' timeline, followed by a callout noting the cessation of disclosure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
01
The visual metaphor of 'damaged chips' and rats suggests operational or quality control issues at the company.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
01
The visual metaphor of a decaying patient in a hospital bed with rats is intended to convey the firm's negative thesis on the company's health.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The slide uses visual metaphor (the hammer and the 'displeasure' branding on the product boxes) to convey a negative investment outlook.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction2 hits
35
The slide uses a 'Here's What Management Wants You To See' framing, which is a classic activist short-seller technique to set up a contradiction.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
01
The image uses a medical surgery metaphor to imply the company is in critical condition or being 'operated' on by the short seller. A rat is visible on the medical equipment, a common trope in short-seller reports to imply corruption or 'rat-like' behavior.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
09
The slide provides a narrative history of the company's evolution from TASER to Axon, supported by revenue growth charts and key performance indicators.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster2 hits
24
Uses a direct quote from a 2006 10-K to undermine the credibility of the business being discussed.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
35
The slide uses a combination of visual data (stacked bar) and textual evidence (10-K excerpts) to build a narrative of corporate mismanagement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
60
The slide uses red underlining to draw attention to specific phrases in the 10-K excerpt that support the activist's thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
99
Uses red boxes and arrows to link the table data to the 10-K text excerpt.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits