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Preempt Rebuttal
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361-390 of 1,189
18
The slide uses historical performance data to validate the investment thesis that spin-offs are a favorable asset class.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
32
The slide uses red arrows to visually emphasize recent analyst downgrades, contrasting with the overall 'Buy' consensus.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
22
Uses Bloomberg terminal charts to illustrate precedent for stock price reactions to accounting issues.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
52
Uses a 'satellite industry heuristic' to derive a $225m annual recurring capex figure, contradicting management's $300-350m guidance for 2018.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
53
Includes a quote from a former CFO to support the argument that historical spending was maintenance-heavy.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
54
The slide uses a table to calculate the implied price per km2 of the NGA contract to challenge the bull case thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
55
Uses a scatter plot to show price vs resolution and a line chart to show declining cost trends over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
57
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
64
The slide uses a table to contrast current analyst consensus with the author's bearish thesis, specifically highlighting the 'accounting magic' and 'legacy Canadian broker' bias.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
66
The slide uses a direct comparison table to dismantle the bull case point-by-point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
34
The slide uses a table to show the trend of marketing costs and FCEs, with callout boxes emphasizing the reversal of cost efficiency.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
37
The slide uses analyst consensus data to argue against the market's bullish sentiment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
38
The slide uses an 'imputed consensus model' to break down revenue expectations, contrasting them with historical performance data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
45
The slide uses a table to list specific dates, companies, and the outcomes of regulatory crackdowns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Uses a classic 'contrast-pairs' framework to systematically dismantle the bull case.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
The slide uses the contrast between analyst 'Buy' ratings and the activist's bearish thesis to frame the market as misinformed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
14
Charts show specific dates of guidance revisions and the resulting stock price drops.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
39
The slide uses a red box and blue arrow to draw attention to the outlier analyst (Goldman Sachs).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
15
Uses a contrast-pairs framework to dismantle specific analyst claims.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
20
Uses specific company announcements to demonstrate market self-correction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a table to systematically list customer-specific expansion projects.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
28
The slide uses a red flag icon to emphasize the warning nature of the content.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
33
The slide uses historical precedents to cast doubt on the viability of MGPI's brand strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
20
The slide uses a checkmark/cross matrix to expose the aggressive accounting practices of Kratos compared to industry peers.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
43
Uses a 'Smartest Guy In The Room' callout to highlight Goldman Sachs' lower price target.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit