slides · global inventory
Frame Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,849
Current window 3,631-3,660
Pages 195
Rows per page 30
Slide function
3,631-3,660 of 5,849
05
The slide uses a classic activist short-seller structure: headline thesis followed by a detailed breakdown of fundamental business deterioration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses a structured list format to present multiple red flags, including executive turnover, M&A strategy, and aggressive revenue recognition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
This is a classic activist short thesis slide, utilizing a strong headline thesis followed by a summary paragraph and a bulleted list of supporting arguments.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
15
The slide uses a comparison frame to establish the technological advantage of CGMs over traditional methods.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
33
This is a title/thesis slide from an activist short report by Spruce Point Capital Management.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
13
This is a classic activist short thesis slide, using bold headers to categorize arguments into business model critique and accounting/governance concerns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 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
33
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · 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
04
Includes multiple hyperlinks to FOIA requests and competitive contracts as evidence.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
36
Spruce Point Capital Management branding (pine tree logo).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
This is a classic activist short-seller thesis slide framing the 'problem' as a lack of proper diligence by retail investors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
05
The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a two-part structure: the top half frames the 'bull case' and the bottom half frames the 'bear case' (risks).MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
21
The slide uses external media citations to validate the thesis of technological disruption in a traditional market.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
60
This is a classic activist short thesis slide, framing the company's core business as failing and its growth prospects as negligible.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses a medical diagram to explain the normal electrical function of the heart before introducing the concept of arrhythmia.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses a strong thesis-driven opening statement typical of short-seller research reports.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
27
The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
This is a classic short-thesis research note cover/summary page.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
07
This is a research note page from Kerrisdale Capital, acting as a short-seller thesis document.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
03
Uses a combination of legal definitions and emotional framing to establish the villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)1 hit
01
Includes a testimonial/marketing image from Apellis featuring Henry Winkler.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
01
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
01
The slide uses a 'Forbes 30 under 30' cover as a visual anchor for the 'curse' narrative.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · HookLoop · Cost Of Inaction1 hit
01
The slide serves as a short-seller research note update.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Situation & Context1 hit
02
The slide serves as an executive summary/introductory thesis for a short report.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
This is a classic short-seller research note cover/summary page.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit