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slides · global inventory

27 Cost Of Inaction

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Matching slides 31,900
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Pages 1,064
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11,281-11,310 of 31,900

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33
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The slide uses a Bloomberg terminal screenshot to visualize the stock drop event.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
Uses a visual '?' to imply that HTA's 'As If Adjusted' data is missing or hidden, drawing a parallel to BRX's restatement.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
The slide uses a '?' to imply that HTA's data is missing or requires the same forensic adjustment as BRX.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
The slide uses a dual-row timeline structure to contrast public company statements with internal events.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide uses a Bloomberg terminal screenshot to anchor the stock price drop to the specific date of the 8K filing.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
39
The slide uses a horizontal arrow timeline to map events from May 2014 to December 2015.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
Spruce Point Capital Management branding (pine tree logo).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
37
The slide uses analyst consensus data to argue against the market's bullish sentiment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
38
The slide uses an 'imputed consensus model' to break down revenue expectations, contrasting them with historical performance data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a table to break down revenue by cohort year, highlighting the aggressive growth assumptions for newer cohorts compared to mature ones.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a 'bridge' logic to derive the residual value of future growth expectations.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses a bar chart to visualize the multiple contraction risk, contrasting 2U's 12.6x multiple with 5.0x and 4.1x precedents.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide highlights 2U's premium valuation relative to its peers, suggesting a potential re-rating.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
64
Momo, Inc. (MOMO)Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
Uses a classic 'contrast-pairs' framework to systematically dismantle the bull case.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide argues that the lack of institutional ownership, particularly by tech funds, implies a retail-heavy investor base.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the 2017-2018 selling activity of key executives and directors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses a standard financial model buildup to justify a short thesis price target.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
42
The slide uses the contrast between analyst 'Buy' ratings and the activist's bearish thesis to frame the market as misinformed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
The slide uses a before-and-after comparison to illustrate the 'passive investing' thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
44
The charts compare current valuation multiples against a historical average line, suggesting the company is overvalued.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
The slide uses a peer benchmarking table to argue that USCR's seemingly attractive valuation is misleading.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
Uses scatter plots and bar charts to demonstrate USCR's outlier status in negative performance metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
Uses red arrows to indicate downward revisions and a green arrow for a slight revenue increase.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
Includes detailed footnotes explaining the overcapitalization adjustment methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
The slide uses a 'before-after' comparison of shareholder composition to support the thesis that fundamental interest has waned.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit