Matching slides 6,793
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Framework

3,001-3,030 of 6,793

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08
This is a classic activist short thesis summary slide, structured into three thematic pillars.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller slide designed to dismantle management's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
Uses screenshots of press releases to highlight the discrepancy in reporting standards.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Uses a red box to highlight negative CAGR in the table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a screenshot of a Piper Sandler financial model to point out specific growth projections for 'Imaging' and 'OVP' segments.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
18
Uses a 'scil' acquisition as a benchmark to derive implied North American operating expenses.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
26
The slide uses a red flag icon to highlight the contradiction between management's narrative and SEC filings.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses a red box to highlight the removed list of suppliers between the 2019 and 2020 10-K excerpts.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a red flag icon to signal warning/risk. The table structure directly maps company risk disclosures to specific business model critiques.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'before-after' or 'contrast' structure to highlight the gap between Heska's disclosure and industry reality.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a red flag icon to signal a warning/contradiction. Highlights Heska's low R&D spend relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a classic 'Claim vs. Reality' structure common in activist short reports.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
14
Uses a direct quote from a Sportradar Strategy Director to undermine the value proposition of the Genius-NFL deal.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
18
Uses expert testimony and competitor data to cast doubt on the sustainability of Genius's growth.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses two side-by-side callouts to present external evidence from Moody's and Sportico, supporting the thesis of poor monetization and high licensing costs.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
42
Uses red boxes to highlight specific legal claims and risks.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
47
Uses a combination of logo grid, expert quotes, and analytical commentary to build a case against the company's reported revenue model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
49
The slide uses a table to list dates and league names to demonstrate the volume of partnerships, contrasting this with the claim of low revenue potential.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
51
The slide uses a red arrow and underlining to highlight the 'no cost' clause in the contract.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
52
Uses a table to itemize services and their costs, with a red arrow highlighting the VIK clause.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
61
The slide uses a screenshot of a tweet as evidence of unusual executive behavior.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
87
Uses a combination of a stacked area chart and excerpts from financial filings to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
92
The slide uses a red callout box to emphasize the negative margin trend in Q1 2021.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
94
Uses visual evidence (screenshots) to support the thesis of poor product placement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
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Uses red boxes to highlight specific product changes in search results and price points.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
97
The slide uses screenshots of e-commerce search results to demonstrate that competitors rank higher than Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
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Uses photographic evidence to support the thesis of a 'brutally competitive' market environment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
115
Uses a 'before-after' narrative structure to discredit an analyst's current credibility.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit