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slides · global inventory

41 So What Cascade

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Matching slides 2,590
Current window 1,351-1,380
Pages 87
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Loop: 41 So What Cascadeclear collectionreset all
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1,351-1,380 of 2,590

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77
The slide uses a tree logo, likely representing Spruce Point Capital Management.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
The slide uses a combination of a stacked bar chart and a summary table to highlight operational decline and strategic risk.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Analyze DataLoop · So What Cascade1 hit
43
Highlights the addition of 'estimating future sales price' and the pluralization of 'adjustments' in the FY 2023 10-K.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
44
Uses a before-and-after comparison to highlight a change in reporting methodology.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
29
The slide uses a table to compare financial metrics and highlights Erie Insurance's performance with specific callout boxes.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
30
The table compares P/E ratios for 2024E and 2025E across a peer group of P&C companies with >$14bn market cap.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
31
The slide uses a red-bordered callout box to highlight specific rows in the table (DWP growth and Management Fee) that are being adjusted downward by Spruce Point.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
32
Uses a red 'not equal' symbol to visually emphasize the discrepancy between the two data sources.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
33
The slide uses a candlestick chart to illustrate the negative market reaction to a specific corporate decision.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
34
Uses a candlestick-style chart to show quarterly P/E ratio volatility.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
35
The slide uses a valuation bridge approach to justify a 35-55% downside by applying peer-comparable P/E multiples to 2025E EPS.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
42
Uses a comparison of Q1'25 vs Q3'25 SEC filings to show the evolution of risk disclosure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · So What Cascade1 hit
07
The slide uses a dense, text-heavy format typical of activist short reports to establish the core thesis.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · So What Cascade1 hit
08
The slide uses a 'villain' narrative by linking Viterra's history with Glencore's legal issues.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
09
The slide uses a 'villain' framing by contrasting Bunge's stated commitment to transparency with specific accounting practices.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
10
The slide uses a red border to emphasize the activist nature of the content.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
11
Uses a numbered list with red flag icons to emphasize negative points.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
13
Internal Apple document from 1996 regarding Microsoft strategy.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Solution & ApproachLoop · So What Cascade1 hit
14
Internal Apple document from 1996 regarding Microsoft's strategic interests.Apple | Internal Communication Presentation Deck | 18 slides · Apple
Other Investor relations Beat · Solution & ApproachLoop · So What Cascade1 hit
36
The table compares T2 Biosystems (implied) vs Accelerate Diagnostics (AXDX).Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
37
The slide uses a narrative-driven argument to discredit the 'insider buying' signal often used by retail investors.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
38
The slide uses a table to list holdings and concludes with a negative recommendation based on historical performance.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
39
The slide uses a narrative of corporate governance and executive hierarchy to predict a 'reset' of market guidance.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
40
Research note by White Diamond Research, page 40.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
43
The slide uses a 'preempt_rebuttal' strategy by explicitly stating that the current valuation is conservative and does not account for these potential improvements.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
44
The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
04
Uses a range-based visualization with actuals plotted as markers relative to the guidance bars.Netflix | Results Presentation Deck | 15 slides · Netflix
Conference presentation Investor relations Beat · FinancialsLoop · So What Cascade1 hit
10
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
11
The slide uses a side-by-side comparison to highlight the shift from an issuer-pay model to an investor-pay model.NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit
12
NRSRO Rating Agencies (Moody's, S&P, Fitch)NRSRO Rating Agencies (Moody's, S&P, Fitch) · Pershing Square Capital Management
Other Activist investor Beat · Impact & Next StepsLoop · So What Cascade1 hit