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 3,661-3,690
Pages 195
Rows per page 30
Slide function
3,661-3,690 of 5,849
24
The slide uses a spruce tree icon, likely a branding element for Spruce Point Capital Management.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
55
Includes a red flag callout box, a common Spruce Point visual trope.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
121
The slide uses a Spruce Point Capital Management logo (the tree) as a visual anchor.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
07
The slide uses a vertical arrow structure to categorize evidence into pre-IPO inflation and post-IPO deterioration.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
10
The slide uses a vertical list of red callout boxes on the left to summarize the key arguments, which are then expanded upon in the main body text.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
06
The slide uses a dense, text-heavy format typical of activist short reports to build a comprehensive case against the target company.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
33
This is a standard activist investor 'thesis' slide, often used as a section divider or opening statement.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a structured table format to present four distinct pillars of the short thesis, each linked to supporting slides.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The slide uses the Spruce Point Capital Management logo (the pine tree).Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
17
The slide uses a three-pillar argument structure to justify the demand for a lower deal price.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses media clippings to contrast the 'rags to riches' narrative with the activist's skeptical thesis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
103
The hockey puck is visually used as a zero symbol to imply the company's value is zero.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a dense, text-heavy format typical of activist short reports to build a multi-faceted argument against the company's valuation.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
72
The slide uses a combination of expert testimony and a Google Trends chart to establish a negative outlook for dental practices during the pandemic.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
10
Uses a hub-and-spoke diagram to illustrate the breadth of stakeholders affected by Cintas's alleged misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
36
Spruce Point Capital Management branding (pine tree logo).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
73
Spruce Point Capital Management branding (tree logo).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
23
Features the Spruce Point Capital Management logo (pine tree).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
04
This is a classic activist short thesis slide, focusing on the 'villain' (unsustainable economics) and the 'downside' (valuation gap).Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
The slide uses visual metaphor (the hammer and the 'displeasure' branding on the product boxes) to convey a negative investment outlook.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
10
The slide uses a timeline-annotated line chart to correlate corporate events with share price performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
05
The slide uses a dense, text-heavy format typical of activist short reports to establish the core investment thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
Spruce Point Capital Management branding (pine tree logo).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
13
Includes a process diagram of CAD systems and a market structure chart showing tier-based competition.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
105
The slide uses three charts to show stock price, EV/Sales, and EV/EBITDA trends relative to historical averages.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
04
The slide uses a two-column table to map specific concerns to the activist's perspective.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
08
This is a classic activist short thesis slide, focusing on 'catalysts' (share sales) and 'valuation gaps' (hidden liabilities).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a sidebar for key themes and a main body for the detailed investment thesis.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
06
Includes specific allegations regarding revenue recognition, management history, and operational failures (e.g., 'smell like vinegar').Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit