slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,251-2,280
Pages 210
Rows per page 30
Framework
2,251-2,280 of 6,294
11
The slide uses a checkmark/X matrix to highlight reporting discrepancies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
17
The slide uses a red box to highlight the 12/31/19 period across all three companies to emphasize the anomaly.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
23
The slide highlights a discrepancy between the target company's compensation metrics and those of its peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
Uses a comparison frame to illustrate the structural threat to the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
The slide uses a comparison table to argue that direct ownership is financially superior to leasing.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a three-column comparison framework to systematically dismantle company claims.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide highlights a governance risk (ISS score of 9) and contrasts the peer selection criteria of two companies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide highlights Sunnova's outlier status in compensation metrics compared to industry peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The slide highlights the valuation discrepancy between Sunnova and its peers, suggesting an overvaluation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
86
The slide uses callouts to argue that Sunnova's high valuation is unjustified and likely to contract.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
23
The slide uses a 'winners vs losers' framing to highlight the inequity of the deal.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
51
Includes a callout box highlighting the discrepancy between Forescout's performance and the peer group median.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
52
Includes a snippet of Avira's consolidated income statement and a comparative table of acquisition metrics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
14
The slide uses a comparison table to draw parallels between a current company (GFL) and a historical case of fraud (Philip Services).GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
100
The table includes a 'Spruce Point Adj' row to account for TEU impact on enterprise value.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a quote from an industry observer to support the thesis that GFL's acquisitions are largely failures, justifying the high intangible asset valuation as a risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Uses a comparison table to highlight shared negative traits between a past failed company and the current target.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
The table highlights Prestige Brands in red to emphasize its outlier status in working capital deterioration.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
38
The slide uses red highlighting for the target company (Prestige Brands/PBH) to emphasize its outlier status.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
58
The slide uses visual evidence (photos of shelf tags) to demonstrate that store brands are significantly cheaper than PBH products, with price premiums calculated for each.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses visual evidence of store-brand packaging (Equate) explicitly referencing Dramamine to support the thesis of competitive pressure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses red boxes to highlight the higher price of the branded product and green boxes for the lower price of the store brand.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
93
The slide highlights a lack of transparency regarding R&D spending for the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
110
Uses red 'X' marks to denote failure/misalignment and green checkmarks for proposed alignment.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
The slide highlights an increasing trend in Amcor's overdraft usage relative to sales.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
53
The slide highlights Amcor's 1.34% sales synergy and 9.43% EBITDA synergy against a peer average of 0.93% and 6.02% respectively.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
64
The slide uses arrows to visually represent the direction of capex spending (increase vs. maintenance).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
93
Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit