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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 3,661-3,690
Pages 328
Rows per page 30
Slide function
3,661-3,690 of 9,820
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The slide uses a classic 'pros vs cons' framing to justify a short thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
The slide highlights Genius Sports in a red-bordered row to draw attention to the negative working capital metrics.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide highlights potential financial strain or accounting anomalies by benchmarking Genius Sports against industry peers.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
The slide argues that comparing Genius to DraftKings is inappropriate due to fundamental differences in growth trajectory and business model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
62
The slide uses a red flag icon to highlight the warning callout.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 1 hit
99
Uses red boxes to highlight comparable follower metrics on Facebook and Instagram.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
104
The slide uses a red flag icon to signal a warning about market saturation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
105
The slide uses a 'Warning' callout box to frame the competitive threat.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
117
Spruce Point activist deck slide highlighting Oatly's lower R&D investment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
56
Uses a red flag icon to signal warning/fraud exposure; highlights a specific peer group segment for comparison.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · 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
37
The slide uses a 'villain' framing by highlighting ABML's lack of progress compared to established players.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle1 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
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
31
Includes a red box annotation highlighting the -25% and -1% growth figures for Magnite.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
The slide uses a table to contrast current market sentiment (analyst targets) with the activist's bearish thesis.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
The table highlights Magnite's 23.9% sales growth and 13.6x forward sales multiple compared to peer averages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
The slide highlights a governance risk (ISS score of 9) and contrasts the peer selection criteria of two companies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide highlights Sunnova's outlier status in compensation metrics compared to industry peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide highlights that Sunrun includes financing/leasing companies in its peer set, which the activist argues is more relevant for Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The slide highlights the valuation discrepancy between Sunnova and its peers, suggesting an overvaluation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
86
The slide uses callouts to argue that Sunnova's high valuation is unjustified and likely to contract.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
87
The table highlights that Avery Dennison (AVY) trades at higher multiples compared to the average of its peers, with Spruce Point's adjusted figures showing an even higher premium.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
88
Spruce Point Capital Management activist deck slide.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses red dashed callouts to quantify the basis point spread between Danimer's guidance and peer averages.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit