Matching slides 2,176
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Framework

931-960 of 2,176

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The slide uses a comparison table to establish credibility by highlighting past successful short calls.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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The slide uses a 'before-after' style visual (Case 1) to validate the efficacy of the uDesign software.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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Uses a mix of news clippings and expert testimonials to build a case for uLab's market disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
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The slide uses a combination of expert testimony and a Google Trends chart to establish a negative outlook for dental practices during the pandemic.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
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The slide uses a precedent table to establish credibility and track record.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
04
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
03
The slide uses a 'Quote From Ben Axler' as a framing device to establish the firm's contrarian thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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Uses a grid layout to pair expert/source labels with their respective critical quotes.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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Includes a callout box with a quote from Morningstar analyst John Barrett.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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Uses the 'Big Short' movie poster as a visual anchor to establish credibility via association with Steve Eisman.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
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Uses red flags as visual markers for negative citations.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
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The slide uses a case study approach to establish credibility for the firm's short-selling thesis regarding Chinese exposure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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The slide uses a series of excerpts from 10-K filings to illustrate accounting inconsistencies and operational risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
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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
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The slide uses a grid layout to present four distinct clinical study summaries, each with a title, article reference, and conclusion.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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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
50
The slide uses a 'cite_precedent' strategy to validate the activist's own thesis by highlighting that another institutional investor shares similar concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a press release excerpt as evidence of past governance failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses an academic abstract as a precedent to frame the target company (PetIQ) as a low-quality entity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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This slide serves as a credibility-building appendix page.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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Includes a screenshot of a Sumzero investment post and excerpts from SEC press releases.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to establish credibility by citing past successful activist campaigns.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
25
Uses a combination of clinical study citation and expert testimony to undermine the bull case for Dexcom's technical superiority.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses three distinct callout boxes to present expert testimonials.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
08
The slide uses a third-party analyst report to validate the activist's own negative outlook on the company's financial performance and valuation.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
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The slide serves as a track record of successful short-selling/activist research.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
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The slide uses a comparison table to establish credibility by highlighting past successful activist short campaigns.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
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The table uses a star icon to denote 'Spruce Point Successful Call', implying a track record of identifying these red flags.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit