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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

120,481-120,540 of 319,975

filter-aware
01
Slide 1
The slide uses a visual metaphor of a person being buried in concrete to imply financial wrongdoing.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
37
The slide uses a combination of a line chart and a data table to highlight the divergence between insider behavior and institutional index buying.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
38
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
39
The slide uses a red box and blue arrow to draw attention to the outlier analyst (Goldman Sachs).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
40
Includes a specific callout table for KIM, BRX, and DDR to illustrate multiple compression.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
41
Uses a 'not equal' symbol to visually contrast high valuation with poor operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
42
The slide uses a precedent-based valuation approach, comparing the target to REITs in financial decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
43
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
44
The slide uses a callout to highlight the specific event (guidance reduction) and the resulting stock price decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
45
The slide uses a line chart to correlate specific corporate guidance events with a downward trend in stock price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
46
The slide uses a red vertical line to mark a specific guidance reduction event and a red horizontal line to show the total percentage decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
01
Slide 1
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
02
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
Kratos Defense & Security Solutions (KTOS)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
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses excerpts from court documents to link the CEO to past fraud and the 'Andersen school of accounting'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The slide uses a mix of capital structure data and valuation multiples to argue that the company is overvalued.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
11
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
13
The slide uses a chronological structure to frame the company's history as a series of pivots or 'hypes'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
14
The slide uses a combination of bar and line charts to illustrate financial deterioration over two decades.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
15
The slide uses a heatmap-style color coding (yellow to red) to emphasize the worsening credit metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
16
The slide uses a 'bridge' logic to compare historical acquisition performance against current financial deterioration.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a side-by-side comparison to highlight the poor quality of assets acquired by Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a 'before-after' framing to contrast management's 2013 forward-looking statement with the 2013-2017 historical data.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
19
The slide uses red borders to highlight negative trends in the data table.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses a checkmark/cross matrix to expose the aggressive accounting practices of Kratos compared to industry peers.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
21
Uses a 'Here's What Kratos Says' vs 'Here's What The Evidence Suggests' framing to highlight hypocrisy.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a 'before-after' style juxtaposition to highlight hypocrisy/fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
23
Includes Spruce Point Capital Management logo (pine tree) and standard disclaimer footer.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses a red border to highlight Kratos's low market share and low average share of DoD budget.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses a table to demonstrate a pattern of behavior (hyping contracts) to support an activist thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a table to contrast management claims with analyst skepticism, highlighting specific programs like LCASD, UTAP-22, SSAT, and Gremlins.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
30
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
31
The slide uses a 'What It Fails To Mention' column to expose contradictions in executive bios.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
32
Uses legal document excerpts as primary evidence to link the CEO to past accounting fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
33
The slide highlights instability in key financial and operational roles to suggest poor governance or internal issues.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 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
35
Includes red arrows to emphasize the increasing trend in compensation percentages.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
36
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
37
The slide uses a red box to highlight the extreme misses in Free Cash Flow guidance for 2013 and 2014.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
38
Uses red boxes and arrows to highlight specific data points that contradict management's narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
39
The slide uses a combination of a line chart and two callout boxes to juxtapose anecdotal evidence against corporate disclosure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
40
Uses a red box and arrow to draw attention to the lack of depreciation for the 'Corporate activities' segment.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
41
The slide uses a combination of tables and a combo chart (bar + line) to visualize the recurring nature of the charges.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
42
Spruce Point Capital Management branding.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
43
Uses a 'Smartest Guy In The Room' callout to highlight Goldman Sachs' lower price target.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
44
Uses red arrows to map specific line items in a valuation table to critical commentary boxes.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
45
The slide uses a 'before-after' comparison of shareholder composition to support the thesis that fundamental interest has waned.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
46
The slide argues that the valuation expansion is unjustified due to poor business performance metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
47
The slide highlights the discrepancy between KTOS's high valuation multiples and its peer group, arguing the premium is unjustified.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
48
The slide uses a 'worst of breed' framing to argue against Kratos' market valuation.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
49
The slide uses a bearish thesis to justify a significant downside in stock price based on multiple valuation metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit