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Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
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This is a standard CSR/philanthropy slide often found in activist short reports to build goodwill or contrast with the 'villain' company.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
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Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 1 hit
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This is a formal letter/closing page of an activist presentation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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GFL Environmental Inc. (GFL)GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
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Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification1 hit
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Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
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Plug Power Inc. (PLUG)Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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LHC Group, Inc. (LHCG)LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
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Premier, Inc. (PINC)Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Mettler-Toledo International, Inc. (MTD)Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
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Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Axon Enterprise (formerly TASER) (AAXN)Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
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Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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A.O. Smith Corporation (AOS)A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
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PetIQ, Inc. (PETQ)PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
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Aerojet Rocketdyne Holdings, Inc. (AJRD)Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
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Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Introduction to the thesis1 hit