slides · global inventory
Evidence Matrix
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 335
Current window 151-180
Pages 12
Rows per page 30
Framework
151-180 of 335
03
The slide uses a comparison table to establish credibility by showing past successful short calls.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses a 'before-after' or 'evidence-matrix' style to link official filings with anecdotal employee evidence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
29
The slide uses a Q&A format to present qualitative evidence of management and market-fit issues.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
42
The slide uses a red flag icon and a red box to emphasize the risk of dividend coverage.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide uses a red flag icon and red arrows to emphasize the negative sentiment and the 'downward' nature of the arguments.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
95
The slide uses a combination of tables and callout boxes to present market intelligence on coal import trends.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
03
The slide uses a precedent case to establish credibility for the current activist campaign.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses red boxes to highlight the specific line items where tax-affected pension contributions are added back to free cash flow.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
03
The slide uses a comparative table structure to establish credibility through past performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
36
Includes a table of Align pricing and a list of Voodoo terms; highlights the methodology of using primary source documents to validate the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
84
The slide contrasts a broad survey (median 30 cases) with the activist's targeted survey (median 210 cases) to establish credibility.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
Uses a red flag icon to signal warning/risk.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
52
The slide uses a combination of AHRQ NIS data and Dowling (CMS) data to triangulate procedure volumes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
55
Uses a table format to present primary source interview quotes as evidence against market growth assumptions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Includes a stock chart with a callout annotation marking the warning date.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
256
Uses expert interview transcripts to build a bottom-up revenue estimate for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
04
The slide uses a stock chart to visually anchor the 'Successful Outcome' of a previous activist short report.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
110
The slide uses a 'quote-analysis' structure to undermine the credibility of the product by highlighting that even a customer who bought the product does not endorse it for commercial use.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
97
The slide uses a '2 for 2 success rate' argument to build credibility for the proposed operating ratio target.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 1 hit
32
The slide uses a case study approach to demonstrate that equity value can be preserved or enhanced in specific bankruptcy scenarios.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses two screenshots of external analytics platforms (Google Trends and Appmagic) to support a bearish thesis.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Evidence1 hit
14
The slide uses a bearish tone, typical of short-seller research reports, highlighting declining metrics across key regions.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
26
The slide uses Google Trends data and organic traffic charts to argue that HelloFresh's M&A strategy has failed to sustain growth.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
264
The slide presents qualitative evidence (expert quotes) to establish a '1 unit per 5 ASML machines' ratio for market sizing.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
163
The slide uses direct quotes from Facebook groups to build a case against the drug's efficacy/safety profile.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
52
The slide uses expert testimony and industry intelligence to build a bearish case against Lasertec's product viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
14
The slide uses anecdotal evidence from customers, ex-employees, and competitors to build a case against the company's operational viability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
67
The slide uses a Q&A transcript format to build credibility and expose the fragility of the customer relationship.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit