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slides · global inventory

Antagonist Introduction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,369
Current window 391-420
Pages 46
Rows per page 30
Framework: Antagonist Introductionclear collectionreset all
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Framework

391-420 of 1,369

filter-aware
08
The slide uses a 'villain' framing by linking the auditor to a past accounting scandal at Papa John's and questioning the independence of the audit committee.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a 'villain' framing technique to associate the company with a fatal negligence case.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
34
The slide uses customer testimonials as evidence of operational dysfunction to support a short-selling thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
12
Uses a combination of a Bloomberg ownership table and a historical SEC litigation release to frame the company's investor base negatively.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses social proof (negative sentiment) to argue that the retail investor base is losing faith in the company's management.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish a negative correlation between the executives' past roles and company performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Includes screenshots of Glassdoor-style reviews and LinkedIn employee/hiring metrics.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
67
The slide uses a grid of Glassdoor-style reviews to build a narrative of toxic management.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
70
Uses a 'villain' narrative style common in activist short reports to cast doubt on management stability.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
21
Uses a testimonial from a former engineer to anchor the thesis of a diminishing moat.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
The slide uses the 'villain' narrative by linking CEO compensation to 'aggressive tactics' and 'misallocation of capital'.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
27
The slide uses a 'villain' framing technique to undermine the credibility of the target company's auditor.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
115
Uses a combination of biographical background and SEC filing excerpts to build a case of self-serving behavior.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a quote from a proxy statement to contrast the board's stance with the activist's concern about overboarding.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
10
The slide uses a timeline-annotated line chart to correlate corporate events with share price performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a timeline format to establish a pattern of poor leadership and financial misconduct.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
The slide uses a 'villain critique' style to undermine the current management's strategy by citing internal dissent.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
40
Uses direct quotes to establish a 'villain' narrative regarding product quality.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
Uses testimonials from neurosurgeons and a sales director to undermine management's credibility.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
Uses an org-chart style diagram to illustrate family connections and roles.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses a 'villain' framing to discredit the individuals by linking them to legal and ethical misconduct.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The imagery uses the Pinocchio trope to imply dishonesty, a common tactic in activist short-selling reports.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
Uses a 'villain' narrative structure to highlight Verint's competitive disadvantage.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
34
Uses red callout boxes to highlight specific long-tenured employee feedback.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
38
Includes a detailed table of acquisitions and a summary table of financial impact.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
53
The slide uses a 'villain' framing by highlighting a competitor (Essentials PetCare) that Walmart prefers over the subject company (PetIQ).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a grid of screenshots from Glassdoor reviews to build a case against the company's operational ethics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
81
Uses callout boxes to highlight specific quotes from earnings calls to support the thesis that the intermediary model is becoming obsolete.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit