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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,191-2,220
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
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Framework

2,191-2,220 of 6,294

filter-aware
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
64
The slide uses analyst consensus to argue for a bearish thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses a Bloomberg terminal screenshot to validate the valuation thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
69
The slide highlights that Cintas's valuation multiples (P/E, EV/EBITDA, Price/Book) are higher than the peer average despite similar growth and dividend profiles.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
70
The slide uses a consistent red color for the target company (CTAS) to emphasize its outlier valuation status relative to peers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
14
Uses excerpts from SEC filings (10-Q) to contrast loan terms.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a visual comparison framework to contrast two business models and highlight the accounting discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
09
Uses a traffic-light color coding system (Green/Yellow/Red) to represent risk levels.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses a pie-chart-based visual scale to represent competitive strength, ranging from empty (weakness) to full (strength).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
The slide uses red arrows to visually link the higher Canadian Tire price to the lower competitor price for each item.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
The slide uses a 'villain' framing by highlighting the lack of free shipping as a competitive weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
50
The slide highlights the contradiction between management's advertised leverage and the author's estimates, while citing Moody's credit rating as a constraint.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
The slide uses a comparison table to expose a discrepancy in market valuation perception.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
13
Uses a classic 'Street vs. Reality' contrast frame.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
31
The slide uses a red box to highlight the subject company (Monolithic Power Systems) and an annotation to explain a spike in NXP Semi's data.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
52
The slide highlights Monolithic Power's unusually narrow guidance ranges compared to peers, suggesting potential manipulation or artificial precision.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
The slide uses sarcasm to imply that Monolithic's consistent performance is suspicious or manipulated.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide highlights Monolithic's outlier status in cash management relative to the industry average.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
The slide highlights that Monolithic Power has the highest square footage per employee, which the author uses to imply suspicious margin stability.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
85
The table highlights Monolithic Power (1) with a red border to emphasize the discrepancy.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
91
The slide highlights that MPWR trades at a premium multiple compared to its peers, which the author argues is based on faulty assumptions.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
92
The slide highlights MPWR (in red) as an outlier compared to its peers (in blue) across four key financial metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
32
Uses visual evidence from Amazon search results to highlight competitor dominance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
89
The slide highlights that CHD's premium valuation is unjustified given its growth profile and dividend yield compared to larger, more established peers.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
90
Spruce Point Capital Management activist short thesis slide.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
42
The chart highlights a divergence in growth expectations between the market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
The slide uses a grouped bar chart to visualize the gap between market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The table uses red boxes to highlight the Spruce Point estimates that differ from the sell-side consensus.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide highlights Penumbra's valuation relative to its peers, specifically contrasting PMA vs 510(k) pathways.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The table segments peers by FDA pathway (PMA vs 510K) to highlight that PEN is trading at multiples inconsistent with its lower-tier 510K status and weaker fundamentals.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit