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slides · global inventory

Diagnose Problem

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 2,245
Current window 571-600
Pages 75
Rows per page 30
Slide function: Diagnose Problemclear collectionreset all
18 30 60

Slide function

571-600 of 2,245

filter-aware
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
07
This is a classic activist short thesis slide, outlining multiple pillars of concern (growth, accounting, capex).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
10
Uses a red box and arrow to visually anchor the comparison between the 2007 baseline and the 2018 current state.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
05
The slide uses a list-based structure to present four distinct arguments for a short thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
14
This slide uses a skeptical tone to challenge the growth narrative of the Chinese fuel cell market.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
15
This slide serves as a critical assessment of market maturity, highlighting the gap between government targets and economic reality.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
31
The slide highlights a discrepancy between the number of approved companies and actual production capacity.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
36
Uses a red flag icon to highlight the lack of commercial licensing.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
37
Includes a red flag icon to highlight critical negative findings.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
53
Uses red flag icons to highlight key negative implications.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
10
The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
21
The slide uses a table to show a deterioration in leasing fundamentals over time, supported by callout boxes highlighting specific negative trends.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses two bar charts to illustrate operational decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses three charts to illustrate declining attendance, volatile box office revenue, and stagnant screen growth.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
32
Includes arrows to visually emphasize the negative correlation between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
08
The slide uses blue underlined text to indicate hyperlinks to source documents or data.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a 'Warning' header to frame the first section as a red flag regarding accounting integrity.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
10
The slide uses a combination of a valuation table and a bar chart for debt maturities to argue that the company is overvalued and financially fragile.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
16
The slide uses a color-coded system (red for negative, blue for neutral) to summarize the outlook for each profit driver.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
36
Uses two charts to illustrate financial weakness: cumulative FCF and debt/revolver dependency.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
46
The slide highlights specific legal definitions from the 3rd Amended Credit Agreement to support the thesis of credit risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of bar and line charts to illustrate financial deterioration over two decades.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
16
The map illustrates the limited scope of Aurora's 'Driverless Operations' relative to the total US interstate system.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
41
This is a research note page from Kerrisdale Capital, focusing on the competitive landscape and economic viability of Aurora's autonomous trucking strategy.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
16
The slide discusses the structural risks of CoreWeave's reliance on long-term contracts in a market shifting toward shorter cycles and inference-based workloads.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses a strong argumentative tone to expose perceived dishonesty in competitor marketing claims regarding TCO.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
13
This slide details the specific technical assumptions (erasure coding ratios, data reduction ratios, power duty cycles) used to challenge Solidigm and Pure Storage claims.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
14
This slide serves as a rebuttal to Solidigm's analysis, specifically challenging their assumptions on HDD/SSD reliability and cost-per-TB.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit