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Slide 25 from an activist investor deck (Pershing Square).Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Rising SuccessLoop · Before After1 hit
37
This slide outlines the core pillars of an activist investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
07
This is a classic activist short thesis slide, structured as a list of key pillars supporting the valuation downside.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
04
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
05
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
08
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
05
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
15
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
09
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
15
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
05
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
10
The slide outlines a bearish thesis on PowerSchool based on school district budget constraints.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
This is a dense text-heavy slide summarizing the core arguments of an activist short report.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
07
The slide uses a strong narrative framing ('disconnected from reality') to set up a short thesis.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a timeline-annotated stock chart to highlight key corporate events and failures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
12
The slide uses a line chart with annotations to suggest that Bunge's stock performance is disconnected from operational reality.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
20
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
06
This slide is from the famous Pershing Square presentation on Herbalife.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
12
Uses a 'plus' sign diagram to represent the additive nature of the three pillars of the investment thesis.Carlyle | Investor Conference Presentation Deck | 26 slides · The Carlyle Group
Conference presentation Investor relations Beat · Problem & ComplicationLoop · Golden Circle1 hit
04
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
49
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
103
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
21
The slide uses a provocative thesis to challenge the market's valuation of the company as a restaurant operator.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a structured list format to present three core pillars of the investment thesis.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Visualization1 hit
01
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 1 hit
32
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
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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
05
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
20
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
09
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