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slides · global inventory

27 Cost Of Inaction

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

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Matching slides 31,900
Current window 11,251-11,280
Pages 1,064
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Loop: 27 Cost Of Inactionclear collectionreset all
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11,251-11,280 of 31,900

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24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
54
Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
55
The slide uses a table to contrast analyst price targets with the current stock price to imply an overly optimistic consensus.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
56
The slide highlights that 83% of the company's value is based on 'potential' new business, which the author argues is unjustified given the company's history.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
57
The slide uses red boxes to draw attention to specific data points that represent aggressive changes in valuation assumptions.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
58
Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses a grid of line charts to show historical valuation volatility compared to a flat 'Average Valuation' line.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
The slide uses a valuation-based approach to argue for a significant downside in the stock price.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 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
42
Spruce Point Capital Management branding.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
43
Uses a 'Smartest Guy In The Room' callout to highlight Goldman Sachs' lower price target.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
44
Uses red arrows to map specific line items in a valuation table to critical commentary boxes.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
18
Includes a testimonial from a data storage product manager at a leading hyperscaler to support the argument.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
19
Contains multiple expert testimonials and references to specific industry studies (Microsoft, Alibaba, Meta).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
20
Includes a quote from a Solidigm marketing executive to support the skepticism regarding flash adoption.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
21
The slide uses a SanDisk chart to critique Pure Storage's reliance on Moore's Law as a guarantee for future cost reductions.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to dismantle the 'hyperscaler software' narrative, highlighting the lack of transparency in the Meta deal and questioning the long-term viability of the QLC-based strategy.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
23
Includes transcript excerpt and multiple expert quotes to undermine the bull case for Pure Storage.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
24
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage's competitive moat.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
26
Contains multiple expert testimonials/quotes used to support the investment thesis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
27
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage, followed by a brief summary of financial concerns.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
28
Includes a direct quote from the CEO regarding the subscription model transition.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
29
The slide uses a quote from a CTO to frame a discussion on accounting transparency and profitability metrics.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
30
The slide argues that Pure Storage is overvalued compared to its true peers (NetApp) and does not deserve SaaS-like multiples.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
31
Includes a peer comparison table and a specific price target derivation table.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
32
Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction1 hit