slides · global inventory
Preempt Rebuttal
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 645
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Framework
271-300 of 645
121
Uses callouts to highlight the discrepancy between US and Israeli analyst targets.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
48
The slide uses a table to contrast historical performance with aggressive future margin targets, specifically highlighting the 17.4% to 19.5% jump.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to show price target changes and a pie chart to show analyst sentiment distribution.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
88
The slide uses a red box to highlight the 'All Other Customers' GM% row, emphasizing the mid-60% margin figure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
42
The slide uses a red flag icon to signal a warning/rebuttal.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
65
The slide uses a 'villain critique' style to undermine the company's core competitive moat argument.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
This slide serves as a legal disclaimer and framing device to justify using potentially biased or unproven legal discovery materials.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses screenshots of a press release and a scientific study to establish a competitive timeline and validation gap.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
175
The slide uses a red flag icon and red arrows to emphasize the negative nature of the factors.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
177
The slide uses the consensus bullishness as a setup to argue against the market's current sentiment.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
181
Uses two tables to highlight discrepancies in cash flow projections and the aggressive spread between sales and EPS growth.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
69
The slide uses a red flag icon and a yellow callout box to signal a warning to the reader.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
The table highlights a lack of overlapping analyst coverage across the three companies, which the author uses to justify their thesis of market inefficiency.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
121
The slide uses a table to show analyst ratings and price targets, highlighting the outlier status of Veritas.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses red arrows as a visual list marker to emphasize critical points.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a 'preempt_rebuttal' strategy by highlighting the discrepancy between company guidance and actual incremental margin performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
36
Includes a callout box highlighting the 2015 equity stake as a key piece of evidence.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
106
Uses a red flag icon to signal warning/risk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
Uses a red flag icon to signal warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
75
The slide uses a table of analyst price targets to highlight the gap between market consensus and the activist's bearish thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
37
Uses a series of quotes from industry executives to contradict the market's assumption of a favorable policy outcome.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses LinkedIn and PCAOB data to highlight the professional background of specific audit partners.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Includes a table showing the decline of SolarCity's market share post-acquisition by Tesla.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
The slide uses arrows to visually emphasize the upward trend in price targets despite negative operational indicators.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
44
Uses external news clippings and an expert quote to validate the thesis that customers are in cost-cutting mode.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
The slide uses a peer benchmarking table to expose a contradiction in the CEO's public statement.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses a 'Dividend Cushion' calculation to argue that the company's current dividend is unsustainable.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a 'preempt_rebuttal' strategy by drawing a direct parallel between a failed historical peer (Metabolix) and the current subject (Danimer).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit