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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

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Slide collection

121,981-122,040 of 319,975

filter-aware
01
Slide 1
The slide uses visual metaphor (the hammer and the 'displeasure' branding on the product boxes) to convey a negative investment outlook.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
02
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
03
The slide serves as a track record/credibility builder for the activist firm.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
06
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a vertical stack of three callout boxes to structure the argument.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide uses a three-part structure with red arrows to highlight specific areas of concern (Flawless acquisition, financial strain, and related party JV).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a two-part structure: Governance/Compensation issues followed by Valuation/Risk issues.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 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
11
Uses callout boxes to systematically refute seven specific points from a Jefferies analyst report.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Aha Moment1 hit
12
The chart highlights a 'Near Term Debt Due' wall in 2019, while the text critiques the company's debt-to-EBITDA reporting and JV transparency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
13
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
Uses a before-after comparison framework to critique management.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a contrast-pairs framework to frame the current CEO as inferior to the predecessor.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
17
The slide uses a red box to highlight the two most recent acquisitions as the primary focus of the critique.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
The slide uses a 'Failure' label to characterize management's M&A strategy, contrasting deal performance with rising leverage.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
20
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses visual evidence (photos with red boxes) to undermine management's narrative regarding brand positioning and promotional intensity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually emphasize the decline in dividend growth rate in 2019.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
Includes a direct quote from a CFO conference to contrast with the historical data trend.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a quote from a 2015 conference call to highlight management's initial transparency versus later obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
25
The slide uses a quote from the CFO to contrast with the data presented in the table, highlighting the 'perverse incentive' to overpay for acquisitions.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses red arrows to connect specific text in financial filings to the activist's claim of undisclosed acquisition activity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
27
Includes specific citations from 10-K filings and critiques of Bloomberg/analyst methodologies.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a red box to highlight the specific clause in the credit agreement and the corresponding column in the financial table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
29
Includes Spruce Point Capital Management logo/branding.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
30
The slide uses a high-contrast yellow callout box to emphasize the negative quote.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
31
The slide uses a series of callout boxes paired with bulleted evidence to systematically dismantle the acquisition's narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
33
The chart uses a dual-axis combination (bar and line) to correlate revenue guidance raises with quarterly revenue beats.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
The slide uses a 'villain critique' approach to frame the company as a one-product firm with a vulnerable moat.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
The slide uses a series of testimonials from neurosurgeons to undermine the 'bull case' that Penumbra's market share is secure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
Highlights FDA approval documents for Medtronic React 68 and Stryker AXS Catalyst to show direct comparison to Penumbra's predicate devices.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
The slide uses testimonials to frame a competitive disadvantage for the subject company (Penumbra) regarding pricing power and bundling capabilities.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
The table models five scenarios for Medtronic's aspiration pricing ($4k down to $0) and calculates the resulting financial impact.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 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
41
The slide uses a stacked bar chart to show market growth and a grouped bar chart to compare market share estimates between sell-side and Spruce Point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
The chart highlights a divergence in growth expectations between the market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
Spruce Point Capital Management branding (tree logo).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
45
The slide highlights a red-bordered row for Penumbra, Inc. to emphasize the anomaly.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses testimonials from industry participants to support the claim of aggressive marketing tactics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
Includes a quote from a Neurovascular Products Sales Director to reinforce the point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The chart shows a clear upward trend in DSO from Q3-2016 to Q1-2019, supporting the thesis of artificial inflation.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
49
Uses screenshots of LinkedIn and a clinical study abstract to undermine management's strategic decision-making.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
The slide uses a table to establish a pattern of behavior (distributor acquisitions) as a predictive indicator of corporate failure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
The slide uses testimonials from medical professionals to frame the company's regulatory actions as anti-competitive 'bully tactics'.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
Includes a red hand-drawn annotation on the left chart highlighting the exclusion of 'Vascular Access' from the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
The slide uses a grouped bar chart to visualize the gap between market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The table uses red boxes to highlight the Spruce Point estimates that differ from the sell-side consensus.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide highlights Penumbra's valuation relative to its peers, specifically contrasting PMA vs 510(k) pathways.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The table segments peers by FDA pathway (PMA vs 510K) to highlight that PEN is trading at multiples inconsistent with its lower-tier 510K status and weaker fundamentals.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
The slide uses a Bloomberg terminal screenshot to provide 'objective' market data to support the activist thesis of insider dumping.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
The slide uses a table to demonstrate that despite 'Buy' ratings, the average price target implies negative upside.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
The table explicitly calculates the percentage change from current sell-side estimates to the activist's bear/bull cases across key financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit