slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,586
Current window 631-660
Pages 53
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Framework
631-660 of 1,586
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Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses quotes from the Wall Street Journal to validate the thesis that the leasing business model is in a 'vicious cycle'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a scenario-based logic to argue that both outcomes (renewal vs. no renewal) are negative for the company.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance to insider selling and buyback activity.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
73
Uses ICL epidemiological models to argue against a V-shaped recovery for elective dental procedures.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
08
Uses historical data to predict future negative outcomes for the company.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses two bar charts to correlate financial engineering (leasebacks) with revenue performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a causal chain/process flow to demonstrate how the accounting adjustment leads to a missed target if corrected.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
07
Uses a vertical arrow visual to connect two main problem areas: operational decline and credit/capital allocation issues.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
67
Uses a waterfall-style logic to calculate cash flow available for debt paydown and compares it to required paydown to reach target leverage.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
Uses a timeline-based process flow to demonstrate executive turnover.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
48
Uses a vertical process flow to link executive departures with a lack of corporate disclosure.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
The slide uses red arrows to visually depict the loss of market leadership over time.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
69
The slide uses a causal-chain framework to link management actions (price hikes, product rollouts) to customer behavior (stockpiling) and financial outcomes (revenue growth).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
77
The slide highlights a liquidity crunch by comparing historical and projected funding capacity against loan originations and retail sales.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
13
The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
15
Uses dual charts to show the correlation between industry cycles and company performance, highlighting the 2012 acquisition point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
32
Includes arrows to visually emphasize the negative correlation between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
36
Uses two charts to illustrate financial weakness: cumulative FCF and debt/revolver dependency.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red box highlight to draw attention to the increasing trend of Working Capital % of LTM Sales.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 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
01
The slide uses a 'connecting the dots' narrative structure to link VPG's design wins to Tesla's product roadmap.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
41
This slide details the mechanism of the alleged fraud/privacy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
09
The slide uses a process flow to illustrate a technical mechanism for tracking users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
28
Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit