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slides · global inventory

02 Pattern Hunter

Loop collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 5,253
Current window 3,781-3,810
Pages 176
Rows per page 30
Loop: 02 Pattern Hunterclear collectionreset all
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3,781-3,810 of 5,253

filter-aware
10
Includes a screenshot of an SEC press release and excerpts from an SEC order.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses callouts to point out specific categories of adjustments that the author deems inappropriate.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses two tables to demonstrate failure to meet aggressive targets and a callout box to highlight potential conflicts of interest.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
13
Uses a table-like structure to juxtapose contradictory statements from company filings and executive commentary.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
Uses a vertical red arrow as a visual anchor for the 'shady' narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
11
The slide uses a red arrow on the left to visually connect the two case studies as part of a broader critique of M&A strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
12
Uses a red arrow sidebar to visually anchor the 'villain' narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
13
Uses a vertical red arrow as a visual anchor for the thesis flow.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive promotion.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
15
Uses a 'call-out' box to frame the contradiction between corporate claims and forensic findings.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
Uses a red-arrow annotation on a board skills matrix to highlight the CEO's lack of M&A and clean energy experience.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
17
Spruce Point Capital Management branding (pine tree logo).Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
Uses a contrast-pairs framework to juxtapose market optimism against activist skepticism.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
07
The table uses a 'Before' and 'After' structure to show the impact of G6 release and G5 transmitter repricing on cost competitiveness.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
08
Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
09
Uses a dual-axis style chart to show historical vs estimated patient adoption trends, highlighting a management reporting change in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
10
The slide uses a red dashed box to highlight the divergence between sensor and transmitter revenue growth starting in Q2 2018.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
06
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
07
The slide uses a standard SOTP valuation structure to derive a 26% upside potential.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
08
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
The slide contains two distinct sub-sections (left and right) summarizing market position and sales data.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
10
The slide acts as a summary of three other slides (12, 13, 21) from the original deck.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
11
Includes a process flow diagram for Rx management and two feature-set breakdowns for clients and veterinarians.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
12
The slide uses a side-by-side comparison of two different branded versions of the same platform to demonstrate the white-label capability.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
13
Uses a simple additive equation visual to represent the merger.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
14
Slide 14 of an activist deck by Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
15
The slide uses a split-box layout to contrast the benefits of the two resulting entities.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
Uses a combination of a stock price chart with annotated events and two bar charts showing cumulative losses and share count growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit