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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 11,311-11,340
Pages 1,064
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Loop: 27 Cost Of Inactionclear collectionreset all
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11,311-11,340 of 31,900

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Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
This is a cover or section divider slide for a short-seller research report.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
05
The slide uses a structured list format to present multiple pillars of a short thesis.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
The slide uses a list-based structure to present a thesis-driven argument for an activist short position.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
07
The slide uses a mix of market data and Spruce Point's own forensic analysis to argue that the company is overvalued.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a stock price chart with callouts to highlight specific dates and events that the author claims are misleading or problematic.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
09
Weis Markets, Inc. (WMK)Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses a structured table to highlight competitive disadvantages across multiple operational areas.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a color-coded matrix to visualize performance across multiple categories, with Weis Markets highlighted by a red box.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
Uses geographic maps to illustrate competitive saturation and store footprint differences.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide includes a red box highlighting the 'Violation(s)' column and a detailed callout box showing specific inspector comments for one location.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
Includes images of FDA Form 483 inspection reports.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a table to highlight operational failures in food safety and labeling.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide outlines the methodology and findings of a proprietary price check.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The slide uses a grid of product photos with price tags to refute management's claim that they cannot track retail pricing impacts.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The table includes a specific callout for YoY average price change and a summary of the average premium for 2017 and 2018.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a table to show quarterly YoY growth across four metrics, with annotations highlighting specific periods of decline and acquisition impact.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
Data source: Earnest Research. Note on Lidl entry timing included.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
30
The slide uses a red flag icon to draw attention to the specific accounting practice being criticized.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
31
The slide uses a red box to highlight the 'Adjusted Free Cash Flow' row and a red arrow to highlight the 'Total Debt' row for the LTM 6/30/18 period.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
32
The slide uses a red arrow to visually emphasize the trend of increasing DSO over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
33
The red box highlights the 2015-2016 period where receivables past due and notes receivable increased significantly.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
34
The slide uses a timeline to suggest a pattern of leadership flight, implying internal issues or lack of confidence in the company's direction.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
35
The slide uses a collage of external analyst reports (CIBC, BMO, GMP Securities) to highlight the gap between analyst optimism and actual performance.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
43
Includes a callout box explaining the rationale for the peer multiple selection (5.0x-7.0x) based on student acquisition costs and program churn.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit