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 2,941-2,970
Pages 2,019
Rows per page 30
Component
2,941-2,970 of 60,568
24
The slide uses callouts to point to specific rows in the tables, questioning management's discretion in expense classification.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
36
The slide uses a '?' to imply that HTA's data is missing or requires the same forensic adjustment as BRX.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
25
The slide uses red boxes to highlight the specific data points that contradict each other.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
40
Includes a specific quote from a Q3 2017 earnings call to highlight the contradiction.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Uses a before-and-after comparison of corporate disclosure text to highlight a change in accounting methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
28
The slide uses a comparison table to highlight the discrepancy between USCR's depreciation schedule and its peers, followed by a historical table of USCR's own disclosures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
43
The slide uses a before-and-after comparison to illustrate the 'passive investing' thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
22
The slide uses a red box to highlight the restated EPS figure and a callout arrow to link the restated EPS to the reconciliation table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg2 hits
34
Includes a specific callout on PP&E breakdown suggesting excessive spending on office fixtures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
07
Includes a callout box highlighting the 75.6% retail ownership and 6.6% institutional ownership.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter2 hits
16
The slide uses two tables: one for value chain composition and one for production metrics.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
25
Includes a table of central government subsidies and a table of specific fuel cell subsidy examples.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
07
Includes capitalization table on the left and financial/valuation tables on the right.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
18
The slide uses a bridge-style reconciliation to expose that the company's reported SSR figures mask underlying vacancy issues.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate2 hits
33
Uses a pro-forma adjustment to strip out interest rate benefits.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
40
Includes a specific callout table for KIM, BRX, and DDR to illustrate multiple compression.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution2 hits
17
The slide uses a 'villain' framing by highlighting the age and operational risks of the company's core assets to undermine its valuation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
53
Includes two tables: one comparing Street vs. Spruce Point estimates, and one calculating price targets based on P/E and EBITDA multiples.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
47
Uses red boxes and arrows to highlight specific accounting inconsistencies in SEC filings.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
57
The slide uses a red box to highlight the 2014 conference schedule as a point of comparison against historical data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
16
The slide uses a 'bridge' logic to compare historical acquisition performance against current financial deterioration.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
25
The slide uses a red border to highlight Kratos's low market share and low average share of DoD budget.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
41
The slide uses a combination of tables and a combo chart (bar + line) to visualize the recurring nature of the charges.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
45
The slide uses a 'before-after' comparison of shareholder composition to support the thesis that fundamental interest has waned.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
21
Includes two tables: one for 2024/2025 revenue analysis and one for multi-year forecast variance vs consensus.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
27
Contains two financial tables showing cash flow, EBITDA, and IRR projections over a 6-year period.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory2 hits
31
Includes a peer comparison table and a specific price target derivation table.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction2 hits