slides · global inventory
Argument From Analogy
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 521
Current window 271-300
Pages 18
Rows per page 30
Framework
271-300 of 521
10
This is a classic activist short-seller thesis slide, using a sidebar-body layout to structure arguments.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
114
The slide contrasts the stable Chilean economy with the distressed Argentine economy to frame the valuation benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
58
Uses a red flag icon to denote a warning/critical point. Highlights the EV/Revenue and EV/Gross Profit rows in a red box.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
21
The slide uses a 'precedent' strategy to build a case for a specific outcome.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a red arrow at the bottom to visually emphasize the deterioration of metrics over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
20
Uses an analogy to frame restricted cash as a negative indicator similar to high DSOs.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
69
Uses a precedent (Home Capital Group) to argue that CDIC insurance does not prevent bank runs.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
The slide uses a red box to highlight the DIO row, emphasizing the 'bloated' figures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
05
Uses a historical stock chart to validate the thesis by showing the decline of 2U after Spruce Point's report.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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 Struggle1 hit
74
Uses a legal precedent to establish a pattern of behavior (historical analogy).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
22
Uses Bloomberg terminal charts to illustrate precedent for stock price reactions to accounting issues.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
05
Uses a hub-and-spoke diagram to connect the target company to historical precedents.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
04
Uses a stock chart with annotated events to establish credibility through past successful short campaigns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
42
The slide uses a precedent to validate the thesis that WSP is engaging in similar accounting practices.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses historical analogy to argue against the current investment thesis for AMT (American Tower).American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
06
Includes references to Haaretz reporting and a credibility analysis conducted by a former CIA polygrapher.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
05
The slide uses a quote from Kenneth Lay (Enron) to frame the argument against Olam's reliance on E&Y.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
02
This is a research note from Muddy Waters, LLC regarding Olam International.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
11
The slide uses a comparative analogy to Sosei to frame PeptiDream's strategy as a failure-prone path.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses a comparison to Wirecard to frame the severity of the situation.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
23
The slide uses a historical precedent (Hospira) to argue for the necessity of a recall for STJ devices based on similar cybersecurity risks.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Benchmark Gap1 hit
10
The slide uses a historical precedent (New Beida Group) to expose the unreliability of valuation projections in companies linked to Magic Stone Fund.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
05
Uses an analogy to Netflix/DirectTV to highlight the perceived flaw in Peloton's pricing strategy.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
Includes a quote from a senior industry executive criticizing the sector's focus on growth over efficiency.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit