Matching slides 3,642
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Framework: Before After Framingclear collectionreset all

Framework

1,171-1,200 of 3,642

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Includes a quote from an Insulet earnings call as evidence of industry anticipation of interoperability.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
43
Uses red boxes and arrows to highlight specific cost comparisons and migration drivers.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
63
The slide uses a red box callout to highlight the cessation of patient base growth reporting in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a visual 'before and after' comparison to demonstrate the removal of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
16
Uses a before-and-after visual comparison to demonstrate the deletion of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
36
Uses a red box and arrow to visually demonstrate the deletion of text between the two versions.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
37
The slide uses a before-after comparison to highlight a suspicious change in corporate documentation.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
38
The slide uses a visual before-after comparison to highlight a specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
39
Uses a red box and arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
40
Uses a red arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
14
The slide uses a 'before-after' style framing to attribute poor stock performance to a specific individual's leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
25
Uses a 'Theory vs. Reality' framework to highlight financial discrepancies.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses a before-after comparison to show that the company reverted to poor disclosure practices after an initial SEC intervention.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
26
The slide uses a before-after comparison to highlight a shift in financial metrics following an acquisition.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
46
Uses a before-after comparison to highlight management's failure to meet leverage targets.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
10
Uses a before-and-after visual comparison of market maps to demonstrate industry saturation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
Includes a quote from Noodle Partners to reinforce the argument that traditional OPMs are desperate to maintain their high-margin contracts.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
21
Uses a before-and-after comparison of corporate disclosure text to highlight a change in accounting methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
43
The slide uses a before-and-after comparison to illustrate the 'passive investing' thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
10
The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
14
Charts show specific dates of guidance revisions and the resulting stock price drops.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
44
The slide uses a callout to highlight the specific event (guidance reduction) and the resulting stock price decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
45
The slide uses a line chart to correlate specific corporate guidance events with a downward trend in stock price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
46
The slide uses a red vertical line to mark a specific guidance reduction event and a red horizontal line to show the total percentage decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
26
Uses a before-and-after comparison to highlight corporate obfuscation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
25
Uses a before-after comparison to show the omission of a competitive landscape slide.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a before-after comparison of slides to show the removal of a specific product roadmap/timeline.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses a 'before and after' comparison of charts to demonstrate data inconsistency.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a 'before-after' comparison of shareholder composition to support the thesis that fundamental interest has waned.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit