slides · global inventory
Preempt Rebuttal
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421-450 of 1,189
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Uses a table to adjust cash and debt figures to derive an 'Adjusted Net Debt/EBITDAR' ratio.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
25
Uses three news clippings as evidence to support the argument that warrant deals are common practice for Amazon.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
66
The slide uses a 'villain critique' style by contrasting the reality of credit metrics with the optimistic view of sell-side analysts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses a table to build up the revenue calculation and a line chart to visualize the implied growth acceleration.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
13
The slide uses a comparison table to contrast consensus estimates with Spruce Point's own estimates, highlighting a projected growth shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
14
The slide uses a 'build-up' logic to calculate debt capacity and then translates that into revenue growth bps to show a shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
43
The slide uses a scenario table to show two different cannibalization/incremental contribution assumptions, leading to a projected growth rate that is highlighted as unrealistic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the thesis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
47
The slide uses a two-column layout to categorize criticisms into 'Foreign Markets Are Protective' and 'Foreign Markets Are Less Profitable Than U.S.'Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
53
The slide uses a bridge-like logic to isolate 'organic' margin expansion requirements.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
79
The slide highlights a disconnect between analyst qualitative commentary and their quantitative price targets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
07
Uses S-1 filing data to calculate the implied shareback percentage for non-owner members.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
The slide uses a combination of a line chart and qualitative expert quotes to build a case for margin compression.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
Includes a timeline diagram illustrating the opt-out window and equity vesting schedule.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses a table of analyst ratings and price targets to demonstrate that the market's optimism is based on a flawed understanding of the company's long-term business model.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a 'Source' vs 'Evidence' table structure to build a cumulative case for a bearish thesis.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
133
The slide highlights a disconnect between market price and analyst consensus to argue for a short position.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
17
The slide uses a red box to highlight the two most recent acquisitions as the primary focus of the critique.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
The slide uses a table to demonstrate the timeline of FDA approvals for competitors, contrasting them with Penumbra's 2007 entry.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses two tables to show implied market share by procedure count and dollar value, highlighting the decline in share over time as a point of skepticism.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Includes a process diagram of investigative case management and a funding table for Mark43.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses red 'X' marks to visually emphasize Axon's lack of activity in key software segments.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
66
The slide uses the correlation between retail client base and bullish ratings to discredit the consensus price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to establish credibility by showing past successful short calls.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Preempt Rebuttal1 hit
57
The slide uses a table to highlight that current market prices are already at or near analyst price targets, suggesting a lack of upside potential.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit