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This is a classic activist short thesis slide, focusing on the 'villain' (unsustainable economics) and the 'downside' (valuation gap).Premier, Inc. (PINC) · Spruce Point Capital Management

Activist deck Short seller 1 hit

The slide uses a dense, text-heavy format typical of activist short reports to establish the core investment thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management

Activist deck Short seller Beat · The Monster1 hit

This is a classic activist short thesis slide, focusing on 'catalysts' (share sales) and 'valuation gaps' (hidden liabilities).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler

Activist deck Short seller Beat · The Monster1 hit

This is a classic activist short thesis slide, utilizing a strong headline thesis followed by a summary paragraph and a bulleted list of supporting arguments.Dexcom, Inc. (DXCM) · Ben Axler

Activist deck Short seller 1 hit

The slide uses a bulleted list format to present four distinct pillars of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital

Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit

The slide uses a numbered list format (4) to structure the core arguments against the company.Maxar Technologies (MAXR) · Ben Axler

Activist deck Short seller Beat · Contradictions and Criticisms1 hit

This is a classic activist short thesis slide, combining qualitative reputational risks with quantitative data points on KOL abandonment and insider selling.Momo, Inc. (MOMO) · Ben Axler

Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit

The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital

Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit

The slide argues that 'first tool' shipments are currently sitting in inventory and will convert to revenue, providing a buffer for future performance.ACM Research, Inc. (ACMR) · Kerrisdale Capital

Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit

The slide uses a minimalist, high-contrast design to emphasize the core strategic pivot.Dialogue AI raises $6 million to automate market research · Dialogue

Pitch deck Strategy consulting Beat · ProblemLoop · Aha Moment1 hit

This is a classic activist investor thesis slide, using a combination of bulleted arguments and a strong summary callout at the bottom.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor Beat · Propose Solution1 hit

Includes a callout to an external 'Primer' document and mentions Green Street Advisors as a third-party validator.Darden Restaurants, Inc. (DRI) · Starboard Value

Activist deck Activist investor Beat · Propose Solution1 hit

The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research

Research note Short seller 1 hit

The slide uses a combination of stacked area charts, donut charts, and a process flow to illustrate the investment thesis.Sony Corporation (6758.T) · Third Point

Activist deck Activist investor Beat · Solution (Provide relief)1 hit

Includes a testimonial/quote from a former employee to support the thesis.AOL, Inc. (AOL) · Jeffrey C. Smith

Activist deck Activist investor Loop · Cost Of Inaction1 hit

Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value

Activist deck Activist investor 1 hit

The slide uses a contrast between quantitative data (pie chart) and qualitative value drivers (list) to support the thesis.General Electric (GE) · Trian Partners

Activist deck Activist investor 1 hit

The slide uses a 'What did we learn from X' framing to establish a core thesis.Vercel, previously known as Zeit, used this deck to raise $21 million · Vercel

Pitch deck Strategy consulting Beat · SolutionLoop · Golden Circle1 hit