slides · global inventory
Market Sizing
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121-150 of 434
35
Includes a disclaimer box preemptively addressing potential underestimation in their own model.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
59
The slide uses two charts to contrast the number of patients in developing countries with the actual healthcare spending power in high-income countries.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
60
Uses a red 'X' overlay on a chart to visually dismiss management's TAM projections.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
32
The slide uses a CEO quote to justify the $500k incremental revenue assumption in the table.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
53
Includes a testimonial/interview excerpt to support the claim of misapplied diagnosis codes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
75
Includes a valuation bridge/comparison table and a specific callout regarding Q2 2025 earnings.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
16
Uses a visual bridge/arrow design to connect 2016 TAM to 2025 TAM.arm | Investor Presentation Deck | 38 slides · Arm
Conference presentation Investor relations Loop · Why Now1 hit
09
Includes qualitative testimonials from industry experts to validate the skepticism regarding Astra's launch projections.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
14
The slide includes a critical annotation highlighting that the core assumption (2 million patients) is based on 'Company estimates'.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
Uses concentric circles to illustrate market sizing and fragmentation.BlackRock | Investor Day Presentation Deck | 188 slides · BlackRock
Conference presentation Investor relations Beat · Problem1 hit
59
Uses stacked bar charts to contrast 'Non-Alts' (grey) vs 'Alternatives' (blue) across AUM and Revenue metrics.BlackRock | Investor Day Presentation Deck | 188 slides · BlackRock
Conference presentation Investor relations 1 hit
25
This is a research note from Kerrisdale Capital criticizing CareDx's market sizing methodology.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
15
The slide uses a 'capture rate' calculation to show that only 24% of projected federal demand is needed to fill the company's entire capacity.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success1 hit
11
Includes a stacked bar chart showing market growth and competitor share, alongside a list of key value drivers and a customer logo grid.Toyota Industries Corporation (6201) · Elliott Investment Management
Activist deck Activist investor Beat · Agitation1 hit
22
This slide presents a contrarian view on market size, likely part of a short-selling thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
12
Uses a simple multiplication formula (TAM = Volume x LTV).Immigrant-focused bank Stilt used this pitch deck to raise Series A · Stilt
Pitch deck Strategy consulting Beat · Current State1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
30
The slide uses a bottom-up calculation to challenge Aurora's TAM claims by applying load-weight assumptions to FHWA ton-mile data.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
59
Uses bubble-style visualization to contrast Kao's smaller revenue footprint with major competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
59
The slide uses a bubble-style comparison to visualize the revenue gap between Kao's brands and major global competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
62
The slide uses a bubble-style comparison to show the revenue gap between Molton Brown and larger competitors like Jo Malone, Aesop, and Lancôme.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
Comparison of 2022 revenue figures to highlight growth potential for SENSAI.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
06
The slide uses a bold, high-contrast design to emphasize the massive scale of the market opportunity.Pitch deck: Capsule raises $4.75 million seed round · Capsule
Pitch deck Strategy consulting Beat · EvidenceLoop · Cost Of Inaction1 hit
72
Uses a combination of a stacked bar chart for subscriber growth and a stacked area chart for industry revenue to illustrate the thesis.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
13
Uses a bottom-up calculation approach to derive market size in dollars.The 15-slide pitch deck that Dandelion Energy used to raise $70M · Dandelion Energy
Pitch deck Strategy consulting Beat · Market Sizing1 hit
08
Includes a 2026 forecast bar and a specific CAGR callout for veterinary care.The 20-slide pitch deck vet startup Petfolk used to land $40 million · Petfolk
Pitch deck Strategy consulting Beat · Team1 hit
05
The slide uses a 'The Opportunity' header and a big number metric to frame the market size.Wasted: Startup turning human waste into fertilizer lands $7.5 million · Wasted
Pitch deck Strategy consulting Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit