slides · global inventory
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Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 591
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Framework
121-150 of 591
51
Spruce Point Capital Management branding (pine tree logo).Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
19
This is a classic activist short-seller thesis slide, using a logo and a strong, declarative headline.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
This is a classic activist 'thesis' slide, setting the stage for the subsequent critique.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a strong 'villain' framing by attacking the company's billing practices, governance, and acquisition strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
05
The slide uses a classic activist short-seller structure: headline thesis followed by a detailed breakdown of fundamental business deterioration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
The slide uses bolded action-oriented headers for each paragraph to summarize the core investment thesis points.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
61
The slide uses a tree logo, likely representing Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
80
The slide uses a tree logo, likely a branding element for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
The slide uses yellow highlighting to draw attention to specific parts of the CEO's quote regarding regulatory compliance and consumer choice.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
99
The slide uses a red box to highlight the discrepancy between historical performance and projected growth/margins.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
75
The slide uses the Spruce Point Capital Management logo (the pine tree) as a visual anchor.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
This is a classic 'thesis' slide used in activist investor presentations to anchor the argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a yellow background box to highlight the core thesis of the activist short report.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
83
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
10
The slide uses a red border to emphasize the activist nature of the content.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
20
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
New Pacific Metals (NUAG)New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
117
Harmony Biosciences (HRMY)Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
28
The slide uses a 'low bar' argument to suggest upside potential for investors.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
21
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
48
This is a classic Muddy Waters 'thesis' slide, setting up the argument that the business is failing fundamentally, not just through fraud.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
33
The slide presents evidence of aggressive share selling/pledging alongside compensation metrics that favor short-term EBITDA targets over cash-based performance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
175
Uses expert testimony to frame the company's situation as dire.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
198
The slide uses a 'villain critique' approach by framing the company's growth story as 'false' and 'misguided' while citing external regulatory bodies to validate the bearish thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
51
Includes a quote from a former Unilever executive to validate the market attractiveness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
49
The slide uses a green-tinted photographic background with a minimalist design, typical of an activist investor deck setting the stage for a growth-focused argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
The slide uses a stock performance chart to validate the success of the CEO's strategic focus on skincare.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
133
The slide uses red annotations and arrows to highlight the lack of comprehensive data in QuantumScape's Q4 2020 shareholder letter.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit