Matching slides 1,296
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Slide function: Name Villainclear collectionreset all

Slide function

421-450 of 1,296

filter-aware
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The slide uses a 'villain_critique' structure to highlight management's alleged malfeasance and financial engineering.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
30
The slide uses a callout box to highlight the activist's concern regarding governance and internal controls.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
55
The slide uses a grid of screenshots from Glassdoor reviews to build a case against the company's operational ethics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a 'guilt by association' tactic, linking board members to past corporate failures (Miller Energy, United Industrial, School Specialty).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses quotes from Space News to build a case against the competitive viability of Aerojet Rocketdyne.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain critique' structure to frame the SLS program as a liability for the company.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a table to link specific directors to past failures, serving as a 'villain critique' to undermine the board's credibility.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
22
The slide uses a 'gap analysis' approach to discredit the management team's qualifications.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
86
The slide uses a table to systematically disqualify the management team based on specific professional criteria.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
19
Uses a press release screenshot as evidence of XPO's capital commitment to a warehouse facility.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
41
The slide uses a matrix structure to link individuals to specific companies and 'Serious Concern' categories.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a red flag icon to emphasize the critique.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
20
Includes a screenshot of a presentation title slide as evidence of the subject's former role.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
12
The slide uses visual comparisons of brand-name products vs. Dollarama knock-offs to support the thesis.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
41
Uses a historical lineage diagram to frame the CEO as a product of nepotism rather than merit.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
12
The slide uses a hub-and-spoke diagram to link the CEO to multiple failed or controversial business entities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
08
The slide uses a numbered list format to detail specific grievances, including accounting irregularities, management turnover, and failed business projections.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
37
The slide uses a red flag icon and bold text to emphasize negative outcomes (e.g., 'Shares decline as much as 35%').Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
35
Uses photographic evidence to support the claim of a gambling-themed corporate event.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
48
The slide uses a stacked bar chart to illustrate that revenue growth post-2012 is driven by new segments rather than organic growth.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
35
The slide uses a table to list executives and their backgrounds to support the 'Ivory Tower' narrative.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
17
The slide uses a 'villain' framing by highlighting the age and operational risks of the company's core assets to undermine its valuation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a 'villain' framing by highlighting safety failures to justify a lower valuation multiple.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
19
Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to systematically dismantle the company's growth narrative.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit