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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

123,601-123,660 of 319,975

filter-aware
01
Slide 1
The visual uses a surrealist metaphor (cow licking a spilled carton of oat milk) to imply the product is unnatural or inferior to dairy.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
02
Oatly Group AB (OTLY)Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a precedent table to establish credibility by highlighting past successful short-selling campaigns.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
04
Oatly Group AB (OTLY)Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
05
Includes Spruce Point Capital Management logo (pine tree).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a two-row table structure to summarize key pillars of the activist thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a red-background sidebar for key claims and a white-background main column for detailed evidence.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
This is a classic activist short-seller slide presenting a list of grievances/contradictions.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
This is a classic activist short-seller thesis slide, using a list-based structure to present multiple pillars of a bear case.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
Uses a classic 'Bull vs Bear' framing to systematically dismantle investment theses.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Uses a red arrow visual metaphor to link specific corporate values to specific critiques.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a red flag icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
The slide uses red-boxed highlights to draw attention to specific incriminating text in the email and the overall thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a combination of a stacked area chart and screenshots of financial reports to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
Oatly Group AB (OTLY)Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
16
Uses a 'red flag' icon to signal the activist's critique.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a 'before-after' style comparison of Oatly's own marketing materials against a 2013 internal report to expose inconsistencies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses red boxes and underlines to emphasize contradictions between Oatly's public sustainability narrative and its actual operational data/local site applications.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
19
Uses red boxes and arrows to highlight discrepancies in data presentation between 2019 and 2020 reports.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
20
Uses a red flag icon to signal a warning or contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
21
Uses a yellow callout box to highlight the contradiction and product images to link the supplier to specific Oatly products.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide features the Spruce Point Capital Management logo (the pine tree).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a 'red flag' visual metaphor to highlight regulatory disclosures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Danimer Scientific (DNMR)Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Uses a red flag icon to signal a warning/red flag to investors.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses visual red flags and arrows to point out specific text deletions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses red flags as visual markers for contradictions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a screenshot of a Danimer press release with red callout boxes to highlight conflicts of interest.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Uses Wayback Machine as evidence of historical content removal.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a red flag icon to signal conflict of interest.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a combination of narrative text, a list of personnel, and a table of grant funding to establish a pattern of bias.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a 'villain' critique style to highlight management's shifting narrative.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a testimonial format to validate the activist's thesis through an anonymous insider source.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses a red flag icon to signal a warning/contradiction.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
Uses a side-by-side comparison of two primary source documents to expose a contradiction.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Uses a quote-based contradiction framework to highlight the gap between management's narrative and actual contractual commitments.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a red box highlight on the 'Percent Complete' column in the permit table.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
41
The slide uses a 'before and after' comparison of news clippings to highlight the discrepancy between initial projections and final outcomes.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
42
The slide uses a 'preempt_rebuttal' strategy by drawing a direct parallel between a failed historical peer (Metabolix) and the current subject (Danimer).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
43
Danimer Scientific (DNMR)Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
The slide uses an academic review to undermine the environmental value proposition of PHA bioplastics.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a table to contrast PLA and PHA degradation metrics, followed by a text excerpt highlighting the environmental risks of methane.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a red box to highlight specific PHA data rows. The source is cited as Emadian et al. [43].Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses a red flag icon to signal a warning/contradiction. Highlights specific text in red to emphasize the 'catch' in the technology.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a table-like structure to categorize historical applications and conclusions about PHA technology.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Features two distinct expert quotes (a competitor and an industry expert) to build a bearish case against Danimer's PHA business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a direct quote to undermine the target company's business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses a quote-based contradiction framework to challenge management credibility.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The chart shows a clear upward trend in commodity prices, used to argue against the company's margin stability.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses expert testimony to undermine the viability of the company's product by highlighting technical limitations (barrier properties, shelf life).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Spruce Point Capital Management branding.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The table uses a consistent 20% discount rate across all scenarios to highlight the impact of EBITDA and multiple assumptions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses red dashed callouts to quantify the basis point spread between Danimer's guidance and peer averages.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
Danimer Scientific (DNMR)Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
Uses red flags as visual markers for points of contention.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
Uses red flag iconography and callout boxes to emphasize the contradiction in reporting.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
62
Uses a screenshot of a tweet and a quote from a Seeking Alpha article to highlight the discrepancy between corporate messaging and potential financial reality.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
63
Uses LinkedIn profile screenshots and a Facebook post to document executive departures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit