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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 11,641-11,670
Pages 1,064
Rows per page 30
Loop: 27 Cost Of Inactionclear collectionreset all
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11,641-11,670 of 31,900

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50
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
51
Uses a red flag icon to signal a warning or contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Uses a red flag icon to denote a warning or skepticism.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses a red flag icon to signal a warning/threat to the target company (Heska).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
85
Spruce Point Capital Management branding (pine tree logo).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
86
Uses a comparison frame to contrast traditional dairy production with DIY oat milk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
87
Uses a combination of a stacked area chart and excerpts from financial filings to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
88
Uses a 'Warning' callout to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
89
Uses a comparison framework to contrast current market leaders (soy, almond, oat) with the emerging pea milk category.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
90
Uses a visual 'X' mark and arrow to show displacement of Oatly by NotMilk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
57
Uses a screenshot of a Craig Hallum research report to highlight the specific claim being challenged.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
58
Uses a red flag icon to denote a warning/critical point. Highlights the EV/Revenue and EV/Gross Profit rows in a red box.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses historical financial data to justify a valuation multiple for a target company.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
Includes a red flag callout regarding accounting reclassifications.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
61
Includes Spruce Point's own adjusted valuation for Porch.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
The slide highlights that market data providers (Capital IQ, Yahoo Finance, Bloomberg) are undercounting shares, leading to an understated market capitalization.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a variant valuation approach to argue that the equity could be worthless.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
Uses a red flag icon to signal warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
Uses screenshots of official regulatory documents to build a case against the company's choice of auditors.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Spruce Point Capital Management branding (tree logo).American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
Includes a red flag callout regarding CEO selling activity.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
The slide uses a peer group analysis to argue that ABML is overvalued relative to industry peers.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
The slide uses a comparative framework to highlight the disparity between a SPAC-backed entity (Li-Cycle) and the target (ABML).American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
71
Uses the Spruce Point Capital Management logo (pine tree) as a visual anchor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
72
Uses a red underline and arrow to visually connect the target claim with the activist's rebuttal.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
73
The slide uses a screenshot of a third-party research report as a base, with red callout boxes added by the activist to point out contradictions and missing risks.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
74
The slide uses a red arrow to visually connect the disclosure text to the balance sheet data, emphasizing the accounting nuance.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
75
The slide uses a table of analyst price targets to highlight the gap between market consensus and the activist's bearish thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
76
Includes 'Spruce Point Adj' row to highlight the impact of accounting adjustments on OCF and valuation multiples.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
77
The slide argues that Leidos's premium valuation is unwarranted due to accounting distortions and management issues.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit