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Diagnostic Test
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 351
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Framework
211-240 of 351
06
Uses a pie chart to visualize the capital allocation imbalance.Keisei Electric Railway (9009 JT) · Palliser Capital
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
33
The slide uses a red gradient arrow at the bottom to visually emphasize the 'increasing stress' trend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
53
Includes a mix of charts, press release excerpts, and a comparative table of expansion metrics.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
56
The slide uses a structured table to link specific business risks (Fee Sharing, Consolidation, Regulation) to financial outcomes.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a color-coded system (red for negative, blue for neutral) to summarize the outlook for each profit driver.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
35
The slide uses a combination of financial data and qualitative evidence (Glassdoor reviews) to support the thesis of underinvestment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
63
Includes a histogram of prostate sizes and a supporting quote from a urologist.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a diagnostic framework to justify a short thesis by mapping general red flags to specific company evidence.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Uses a list-based diagnostic framework to critique operational inefficiencies.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · Solution1 hit
09
The slide uses a structured column layout to categorize board failures, referencing specific evidence items.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Problem - Lack of Independence1 hit
91
Uses a 'problem-solution' framing where the problem is IT inefficiency. Includes quotes from stakeholders.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
21
The chart highlights a significant drop in days of supply for 2023 compared to previous years, specifically noting a -13% year-over-year change.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
18
The slide uses a comparison table to highlight performance gaps between Edgewater and its peers.Edgewater Technology, Inc. (EDGW) · Jim Chadwick
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
21
The slide uses a list-based diagnostic approach to frame the need for activist intervention.Southwest Airlines (LUV) · John Pike and Bobby Xu
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
The slide uses a diagnostic approach to frame the 2022 performance as a self-inflicted error rather than a structural market failure.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a four-quadrant layout to contrast company history/leadership with quantitative performance metrics.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
12
The slide uses a comparative bar chart to frame volume decline as a proxy for service quality, followed by a list of safety incidents.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
25
The slide uses a 'bad and worse' framing to highlight the lack of viable options for the company.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
27
The slide uses a table of clinical trial results to illustrate a methodological critique of composite endpoints.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
26
The text explicitly justifies the selection of Zhejiang province as a 'pro-NQ' bias to ensure the survey results are conservative.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
08
The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
16
The chart shows a clear downward trend in ROE from 2017 to 2023, dropping below the 5% threshold.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
63
Uses a three-column layout with numbered headers to structure the argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
112
Includes a waterfall-style chart showing historical FCF and the uncertainty of future years.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
115
The slide uses a 3x3 grid layout to present a list of strategic concerns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
34
The slide uses a structured list format to detail specific corporate governance and structural problems.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Agitate1 hit
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
14
The slide uses a scorecard format to systematically dismantle the leadership's credibility across talent, strategy, capital allocation, and execution.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit