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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,451-3,480
Pages 328
Rows per page 30
Slide function
3,451-3,480 of 9,820
25
The slide highlights how capital leases can be used to inflate EBITDA and free cash flow, potentially to influence management bonuses.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
30
The slide uses red boxes to highlight USCR's outlier status in three different comparative tables.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 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
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
33
Includes a specific adjustment for Globant's growth rate (14.8%) highlighted in a red box.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
34
Includes a specific callout on PP&E breakdown suggesting excessive spending on office fixtures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
35
Uses a 'not equal' symbol to visually represent the disconnect between valuation and performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
07
Includes a callout box highlighting the 75.6% retail ownership and 6.6% institutional ownership.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
16
The slide uses two tables: one for value chain composition and one for production metrics.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
28
Includes a red flag icon indicating a cancelled investment by a competitor (Broad Ocean) replaced by the subject company.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 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
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
40
Includes a specific callout table for KIM, BRX, and DDR to illustrate multiple compression.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
41
Uses a 'not equal' symbol to visually contrast high valuation with poor operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
49
The slide uses a peer group comparison to argue that MGPI is overvalued by bulls who misclassify it as a beverage company.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses a split-category bar chart approach to contrast MGPI's metrics against two distinct peer groups.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
51
The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
05
The slide uses a comparative stock performance chart to imply a bearish outlook on IRBT by drawing a parallel to the performance of DDD.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The chart highlights IRBT's significant outperformance relative to peers like AMZN, WMT, TGT, BBBY, SODA, and JCP.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a list-based narrative to build a case for competitive saturation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a 'villain' framing by suggesting IRBT is withholding information from investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The table includes financial metrics such as revenue growth, EPS growth, gross/EBITDA margins, and valuation multiples (P/E, EV/EBITDA, EV/Sales, P/B).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a 'villain' framing by highlighting IRBT in red against a peer group in blue.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a red border to highlight Kratos's low market share and low average share of DoD budget.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
35
Includes red arrows to emphasize the increasing trend in compensation percentages.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 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
47
The slide highlights the discrepancy between KTOS's high valuation multiples and its peer group, arguing the premium is unjustified.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
48
The slide uses a 'worst of breed' framing to argue against Kratos' market valuation.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
09
The slide includes a detailed table of 111+ emerging Neocloud providers and 20 sovereign Neoclouds, highlighting the fragmented nature of the market.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit