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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 3,481-3,510
Pages 328
Rows per page 30
Slide function
3,481-3,510 of 9,820
33
The slide uses red bars to highlight Mercury's outlier status in all three metrics.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
17
The slide uses a side-by-side comparison table to argue that Vets First Corp has a stronger growth story than the recently IPO'd Elanco.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
19
The slide uses a table to show cross-ownership patterns among major institutional investors.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
33
The slide highlights a discrepancy between sell-side analyst 'whisper' numbers and the activist's own projections.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
37
The slide highlights Vets First Corp's superior EBITDA growth projections compared to established industry peers.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
39
The table segments peers into 'Medical / Dental Distribution / Dental Supply' and 'Animal Health - Fast Growing'.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
21
Includes a red flag icon on the HTA data point to signify suspicion or anomaly.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 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
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
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
21
Data source: Earnest Research.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
37
The slide critiques the company's non-standard MROIC calculation (20x rent multiple) and uses it to demonstrate poor relative performance.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red arrows to highlight underperformance of Weis Markets (WMK) relative to peers.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses red boxes to highlight Weis' negative organic sales growth and high valuation multiples relative to the peer group.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a peer benchmark table to argue that Weis Markets' suboptimal performance warrants a discount relative to industry M&A multiples.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
23
The slide uses a red border to draw attention to the target company (MacDonald Dettwiler) and its outlier metrics.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
27
The chart uses a red flag icon to draw attention to the MDA Communications line, which is significantly higher than the peer group.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
63
The slide uses arrows to indicate ownership trends (green up, red down).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
67
Includes 'Spruce Pt Adjusted' row to contrast with 'Street' estimates.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
10
Uses a before-and-after visual comparison of market maps to demonstrate industry saturation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a comparison table to highlight operational and accounting differences, specifically calling out 'Aggressive' revenue recognition in the short course segment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
28
The slide uses a table to contrast the cost structures of two different business models in the OPM space.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 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
60
The slide uses testimonials from various agencies to build a case for Momo's declining market position and margin pressure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 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