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 28,111-28,140
Pages 10,126
Rows per page 30
Component
28,111-28,140 of 303,780
34
Uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 2 hits
04
The slide uses a 'precedent' framework to establish credibility by showing past successful short calls.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Call2 hits
14
The slide uses a red flag icon to denote concerns and an 'EXTREME WARNING' callout box to highlight a specific conflict of interest.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
15
The slide uses a screenshot of a legal complaint and a callout box to link the precedent to the current target.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
01
The slide uses a visual metaphor of rats and skull-and-crossbones symbols to imply that the company is ignoring significant risks.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
58
The slide uses a callout box to contrast a quote from a 10-Q filing against a calculation derived from an investor presentation.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 2 hits
72
Uses a red underline and arrow to visually connect the target claim with the activist's rebuttal.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
09
The slide uses a table to demonstrate a mathematical impossibility in the company's reported financial data.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
25
Includes two charts: a dual-axis combo chart showing capacity vs price, and a simple line chart showing cost drop for a 6kW system.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
31
Uses quotes from the Wall Street Journal to validate the thesis that the leasing business model is in a 'vicious cycle'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The slide uses a visual metaphor of pests (rat, cockroaches) crawling over a grid of 'Strong Sell: Avoid' warning labels to imply infestation or toxicity in the company's financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
06
The slide uses a classic activist short-seller structure: thesis statement, governance critique, and a list of 'headwinds' to justify the valuation downside.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
07
This is a classic activist short thesis slide, focusing on 'financial strain' and 'accounting manipulation'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
51
Uses two tables from different sections of the 10-K to highlight a discrepancy between reported tax rates and actual cash outflows.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
56
The slide uses a tree logo, likely representing Spruce Point Capital Management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
69
Uses screenshots of proxy statements and press releases to build a case of non-disclosure and guilt-by-association.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 2 hits
01
The slide uses a metaphorical image of a garbage truck and trash to imply the company is a 'dump' or failing, with a police car suggesting legal or regulatory trouble.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
06
The slide uses a strong, accusatory tone typical of activist short reports, specifically targeting the CFO and management team.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication2 hits
25
Uses a 'precedent' framework to argue for regulatory scrutiny of the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
79
Uses 'Spruce Point View' callouts to frame external news articles as evidence for their thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
85
The table highlights a trend of increasing deal sizes and multiples over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
01
The image uses visual metaphor (rats in a dental office) to imply a negative/unclean situation, typical of activist short-seller decks.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)2 hits
14
Includes two bar charts and three testimonials from dental professionals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
44
Includes two bar charts and three testimonial callouts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown2 hits
01
The slide uses visual metaphor (rotten food, rats, cockroaches) to frame the target company as toxic.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification2 hits
50
The table demonstrates the impact of changing accounting treatment for commission costs on operating income.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
68
The slide argues that inventory and demand issues will delay the benefit of lower crude prices for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 2 hits