slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
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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
123,781-123,840 of 319,975
01
The slide uses aggressive, derogatory imagery (cat in litter box, rat, cockroach) to frame the target company as 'filth' or a 'toxic' investment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a comparison table to validate the firm's track record by contrasting a short position (PETQ) with a long position (HSIC/CVET).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
This is a classic activist short-seller thesis slide, structured around the ESG framework to highlight specific governance and operational failures.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
This is a classic 'villain critique' slide, establishing the target's poor fundamentals and manipulative behavior.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is a classic activist short thesis summary slide, structured into three thematic pillars.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller slide designed to dismantle management's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a strong, accusatory tone typical of activist short-seller reports.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide features the Spruce Point Capital Management logo (the tree).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
12
Uses screenshots of press releases to highlight the discrepancy in reporting standards.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
Uses a red flag icon to signal a warning/contradiction. Includes specific 10-K disclosure callouts to challenge organic growth claims.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Uses a red box to highlight negative CAGR in the table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a screenshot of a Piper Sandler financial model to point out specific growth projections for 'Imaging' and 'OVP' segments.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
Includes a Google Trends chart comparing Tri-Heart vs HeartGard and a quote from Heska regarding their manufacturing facility.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
17
Uses a red flag icon to denote a warning/critique.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
19
The slide highlights the discrepancy between revenue growth and persistent operating losses, questioning the sustainability of EBITDA improvements.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
The slide uses red boxes to highlight specific trends in accounts receivable and deferred revenue as a percentage of revenue/cash revenue.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
The slide highlights Genius Sports in a red-bordered row to draw attention to the negative working capital metrics.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide highlights potential financial strain or accounting anomalies by benchmarking Genius Sports against industry peers.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
Uses a process-flow diagram on the left mapped to specific rebuttals on the right.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
The table uses a 'Reality Case' framework to challenge consensus estimates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses red 'X' marks to visually emphasize contradictions.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses expert testimonials to debunk the bull case thesis regarding revenue share percentages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses customer testimonials to frame the 'disintermediation' thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
The slide argues that comparing Genius to DraftKings is inappropriate due to fundamental differences in growth trajectory and business model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a 'preempt_rebuttal' strategy by highlighting the discrepancy between company guidance and actual incremental margin performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses external news citations to frame the competitive landscape between Genius Sports and Sportradar.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
31
Genius Sports Limited (GENI)Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
The slide uses a direct quote from a Sportradar Strategy Director to validate the thesis that the deal was overpriced.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Uses external quotes and earnings call transcripts to cast doubt on management's narrative.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses two side-by-side callouts to present external evidence from Moody's and Sportico, supporting the thesis of poor monetization and high licensing costs.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses a Q&A format to provide qualitative evidence supporting the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
36
Includes a callout box highlighting the 2015 equity stake as a key piece of evidence.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
37
Uses callouts to highlight the financial burden and the competitive nature of the rights acquisition.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
38
Uses a Q&A format to present qualitative evidence from industry insiders.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
39
The slide uses callouts to interpret the table data, framing Genius's market position as limited.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
40
Uses news headlines as evidence of financial ties.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
41
Uses a 'villain' framing technique to highlight a discrepancy between corporate messaging and market perception.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
42
Uses red boxes to highlight specific legal claims and risks.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
43
Spruce Point Capital Management branding.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
44
Uses a 'quote-contradiction' pattern to highlight aggressive accounting practices.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
45
The slide uses historical precedents to frame the target company's business model as inherently risky and prone to regulatory scrutiny.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
46
The slide uses a table to show the growth of noncash revenue and callouts to highlight management's stated strategy.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
47
Uses a combination of logo grid, expert quotes, and analytical commentary to build a case against the company's reported revenue model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
48
Uses a dialogue table to highlight a discrepancy in industry norms.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
49
The slide uses a table to list dates and league names to demonstrate the volume of partnerships, contrasting this with the claim of low revenue potential.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
50
Uses a dialogue-style contrast between Spruce Point and a former manager to highlight the absurdity of the valuation.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
51
The slide uses a red arrow and underlining to highlight the 'no cost' clause in the contract.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
52
Uses a table to itemize services and their costs, with a red arrow highlighting the VIK clause.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
53
The slide uses a direct excerpt from a legal agreement to support the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
54
Spruce Point Capital Management branding (pine tree logo).Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
55
The table uses a DCF-style approach to arrive at an implied share price and downside percentage.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
56
The slide uses a valuation bridge to argue that the current market multiple is inflated compared to peer-based guidance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
57
The chart uses a dual-encoding approach: bars for valuation multiples and bubbles for growth rates.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
58
Uses a bar chart to contrast revenue multiples and growth rates between Genius and various peer segments.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
59
The table highlights that Genius Sports (GENI) trades at high multiples despite lower margins and growth compared to the peer group averages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
60
Uses a Bloomberg terminal screenshot to show insider selling and a quote box to show management's previous public statements.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
61
The slide uses a screenshot of a tweet as evidence of unusual executive behavior.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit