slides · global inventory
Preempt Rebuttal
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Matching slides 1,189
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Slide function
481-510 of 1,189
34
Includes a red flag icon as a visual metaphor for risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
43
This is an activist short-seller report slide challenging the technological value proposition of a company's new diagnostic equipment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
The slide uses screenshots of a scientific study and a retail product page to provide evidence for the claim.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
Uses screenshots of a press release and a scientific study to establish a competitive timeline and validation gap.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
69
The slide uses a 'shocking' framing to contrast acquisition multiples (1.4x) with current market valuation (9x).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
69
The slide uses a red flag icon and a yellow callout box to signal a warning to the reader.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
The slide uses a red flag icon to signal a warning or competitive threat.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses news clippings from Reuters and Forbes to support the bearish thesis.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
The slide uses a red flag icon to signal a warning/activist stance.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
The slide uses a table to show analyst ratings and price targets, highlighting the outlier status of Veritas.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses red arrows as a visual list marker to emphasize critical points.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses expert testimonials to debunk the bull case thesis regarding revenue share percentages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
36
Includes a callout box highlighting the 2015 equity stake as a key piece of evidence.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
86
Uses a comparison frame to contrast traditional dairy production with DIY oat milk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
106
Uses a red flag icon to signal warning/risk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
Uses a red flag icon to signal warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
75
The slide uses a table of analyst price targets to highlight the gap between market consensus and the activist's bearish thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
29
Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a scenario-based logic to argue that both outcomes (renewal vs. no renewal) are negative for the company.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses a series of quotes from industry executives to contradict the market's assumption of a favorable policy outcome.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a direct quote from a Green Tech Media article to substantiate the claim of partnership.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses LinkedIn and PCAOB data to highlight the professional background of specific audit partners.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The table lists analyst ratings, price targets, and valuation methodologies to demonstrate inconsistency and perceived overvaluation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
91
Includes a table showing the decline of SolarCity's market share post-acquisition by Tesla.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
81
The slide uses arrows to visually emphasize the upward trend in price targets despite negative operational indicators.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
97
The slide uses analyst consensus to argue that the market's expectations are already capped, supporting a bearish thesis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a screenshot of a Danimer press release with red callout boxes to highlight conflicts of interest.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a 'preempt_rebuttal' strategy by drawing a direct parallel between a failed historical peer (Metabolix) and the current subject (Danimer).Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
49
Features two distinct expert quotes (a competitor and an industry expert) to build a bearish case against Danimer's PHA business model.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit