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Preempt Rebuttal
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 645
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Framework
241-270 of 645
34
Uses testimonials and a bottom-up capacity calculation to support the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
41
Uses a combination of qualitative expert testimony and a quantitative 'materiality' table to build a bearish thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
66
The slide uses a table to contrast high penetration among orthodontists with lower penetration among dentists to highlight limited growth runway.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
71
Uses a combination of news headlines and practitioner quotes to build a case for continued business disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
28
Includes a quote from an analyst (Mark Mahaney) that the slide author is preemptively refuting by highlighting the high cost per customer.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
55
Includes two expert quotes and a comparison table of two precedent transactions (Intralinks and Carbonite).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
25
Uses three news clippings as evidence to support the argument that warrant deals are common practice for Amazon.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The slide uses a 'villain critique' style by contrasting the reality of credit metrics with the optimistic view of sell-side analysts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
86
The slide uses a comparison table to highlight the gap between consensus estimates and the reality of underlying earnings growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
13
The slide uses a comparison table to contrast consensus estimates with Spruce Point's own estimates, highlighting a projected growth shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
43
The slide uses a scenario table to show two different cannibalization/incremental contribution assumptions, leading to a projected growth rate that is highlighted as unrealistic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the thesis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
47
The slide uses a two-column layout to categorize criticisms into 'Foreign Markets Are Protective' and 'Foreign Markets Are Less Profitable Than U.S.'Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
53
The slide uses a bridge-like logic to isolate 'organic' margin expansion requirements.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
28
The slide uses a table of analyst ratings and price targets to demonstrate that the market's optimism is based on a flawed understanding of the company's long-term business model.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
133
The slide highlights a disconnect between market price and analyst consensus to argue for a short position.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
17
The slide uses a red box to highlight the two most recent acquisitions as the primary focus of the critique.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses red 'X' marks to visually emphasize Axon's lack of activity in key software segments.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses the correlation between retail client base and bullish ratings to discredit the consensus price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
66
The slide uses a comparison table to expose a contradiction in management's narrative regarding operating leverage.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Includes a red box highlight on the total budget decline percentages.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
09
Includes visual indicators (red arrows) for downward price target revisions.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a 'How This Goes To Zero' framework, common in short-seller activist decks.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
98
This is a classic activist short thesis slide outlining the 'path to zero' for a target company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
22
The slide uses a red arrow and circle to highlight WD-40 in the FAA table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
66
Includes a chart showing rising Days Inventory Outstanding and a transcript excerpt highlighting the 90-120 day lag in cost benefits.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit