slides · global inventory
Antagonist Introduction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,369
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Framework
361-390 of 1,369
01
The slide uses visual metaphor (rats, 'WTF Petcare' sign, danger sign) to frame the company as a toxic investment.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
04
This is a classic activist short-seller 'thesis' slide, combining character assassination with fundamental business analysis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
10
The slide uses a 'villain critique' approach by linking the CEO's past professional history to current company financial practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain critique' structure to frame the SLS program as a liability for the company.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a table to link specific directors to past failures, serving as a 'villain critique' to undermine the board's credibility.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
14
This is a classic activist short thesis slide, focusing on 'villain' identification and governance red flags.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
86
The slide uses a table to systematically disqualify the management team based on specific professional criteria.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a 'guilt by association' argument, linking political figures to corporate failures.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
16
Uses a Jim Chanos quote to frame the company as a potential Ponzi-like scheme dependent on continuous capital raising.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
41
The slide uses a matrix structure to link individuals to specific companies and 'Serious Concern' categories.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
42
Uses a matrix-like structure to compare United Waste Systems and United Rentals, focusing on the 'Jacob's Roll-up' strategy and subsequent 'Financial Outcome' (fraud/legal issues).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses the decline in ownership to imply that management is becoming more aggressive in accounting practices due to lower personal risk.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
29
The slide uses a 'villain critique' approach by citing past legal testimony to question current management integrity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
89
The slide uses the decline in ownership to imply a misalignment of incentives between management and shareholders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
41
Uses a historical lineage diagram to frame the CEO as a product of nepotism rather than merit.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
11
This slide is part of an activist short report, likely setting up a contradiction between the public narrative and the underlying reality of the CEO's performance or history.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
15
Uses red boxes to highlight specific directors with problematic historical ties to the CEO.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
08
The slide uses a numbered list format to detail specific grievances, including accounting irregularities, management turnover, and failed business projections.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
37
The slide uses a red flag icon and bold text to emphasize negative outcomes (e.g., 'Shares decline as much as 35%').Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
29
The slide uses a 'villain' framing (2U) vs 'disruptor' (Noodle) to undermine the incumbent's steady-state narrative.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
35
Uses photographic evidence to support the claim of a gambling-themed corporate event.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Uses testimonial-style quotes from anonymous agency sources to build a negative narrative.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The slide uses direct quotes from anonymous industry sources to damage the company's reputation and highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a 'guilt by association' framework to undermine the credibility of the audit committee.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
01
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
34
The slide uses a combination of a bar chart, a pie chart, and bulleted lists to build a case against management's incentive structure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit