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Matching slides 15,521
Current window 5,491-5,520
Pages 518
Rows per page 30
Slide function: Otherclear collectionreset all
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5,491-5,520 of 15,521

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02
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
02
XPO Logistics, Inc. (XPO)XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
02
Dollarama Inc. (DOL)Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
02
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
24
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
02
Healthcare Trust of America, Inc. (HTA)Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
02
Weis Markets, Inc. (WMK)Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
02
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
02
2U, Inc. (TWOU)2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
02
Momo, Inc. (MOMO)Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 1 hit
02
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
02
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
02
MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
02
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
40
Uses a common business metaphor (cash cow) to imply aggressive extraction of value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
02
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
43
Aurora Innovation, Inc. (AUR)Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
44
Page 44 of the deck.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
45
Aurora Innovation, Inc. (AUR)Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
28
Page number 28 at the bottom.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
29
Page 29 of the document.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
30
CoreWeave, Inc. (CRWV)CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
33
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
34
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
35
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
27
Red Cat Holdings, Inc. (RCAT)Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
28
Red Cat Holdings, Inc. (RCAT)Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
29
Red Cat Holdings, Inc. (RCAT)Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit