slides · global inventory
05 The Reveal
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06
The slide uses a vertical red arrow visual to connect the thesis summary to specific evidence points.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
07
Uses a vertical arrow process flow to contrast 'Pattern of Announcing Partnerships' with 'Limited Traction' and 'Baker Hughes Contract' issues.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
08
The slide uses a red arrow visual to denote a downward trajectory or negative critique of the company's financial health.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
20
Uses a red flag icon to signal a warning or contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
21
Uses a red flag icon to signal a warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
Uses red flag iconography to denote warning signs.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses red boxes to highlight specific company names in the biography text, likely to draw attention to his past affiliations.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
The slide uses a red flag icon to denote concerns, a common visual shorthand in activist investor decks.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
The slide uses a red-box callout to emphasize the specific allegations of mismanagement and self-dealing against the board.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
20
Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Uses a call-and-response format to contrast management's past statements with current reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
Uses visual evidence (red boxes and lines) to connect website footer links to specific login pages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses a series of visual 'cards' to present evidence of organizational separation.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
Uses a red callout box to highlight the mathematical inconsistency in the company's financial reporting.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
Uses a timeline-style layout to contrast historical statements against later management commentary.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
04
The slide uses a line chart to visualize the sharp decline in revenue growth, contrasting actual performance against consensus and preliminary guidance.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
05
This is an activist investor slide presenting legal and financial arguments for deal termination or price renegotiation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
This is a formal letter/closing page of an activist presentation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
07
Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
08
The slide uses a red box to highlight the 'Actual Q1 Results' column and a red box around the quote from the 10-Q to emphasize the contradiction.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
09
Uses red underlining and a red callout box to emphasize the specific change in risk disclosure language.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses red underlining to highlight the word 'restructuring' in the legal text, directly linking it to the 10-Q disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
11
Uses direct quotes from company filings and legal contract text to highlight a potential breach of contract.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
The slide uses a table to show historical margin trends and a quote from the 10-Q to contrast management's explanation with the activist's skepticism.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
20
Mettler-Toledo International, Inc. (MTD)Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
06
The slide uses a vertical red arrow as a visual anchor for the key pillars of the argument.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
07
Uses red arrows to connect specific executive allegations to the broader narrative of corporate malfeasance.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
08
Uses a vertical arrow structure to denote two distinct investigative pillars.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
09
Uses a vertical arrow structure to denote two distinct investigative threads.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
10
The slide uses a vertical red arrow on the left to visually anchor the 'downside' thesis, listing key risk factors as a sidebar.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit