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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 631-660
Pages 75
Rows per page 30
Slide function: Diagnose Problemclear collectionreset all
18 30 60

Slide function

631-660 of 2,245

filter-aware
07
The slide uses a strong 'villain' framing by highlighting fraud and safety risks to justify a short thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
15
Uses red arrows as visual anchors for each of the four points.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
40
Includes two charts showing financial health (FCF, Net Debt) and two charts showing valuation multiples (Price/Sales, EV/Sales).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a classic activist short-thesis structure: high-level summary followed by detailed bulleted arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a vertical arrow visual to connect two main problem areas: operational decline and credit/capital allocation issues.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
37
The slide uses red boxes to highlight specific data points that support the thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
61
Includes a red oval annotation highlighting the upward trend in 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a strong, accusatory tone typical of activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
The slide uses a two-column layout with callout boxes on the left and detailed bulleted evidence on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
09
The slide uses a two-part structure: capital allocation critique followed by valuation/analyst consensus critique.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
19
Highlights key risk factors from the S-1 filing with red underlines and a callout box.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
05
The slide uses a three-part structure to categorize allegations: financial performance, organizational structure, and historical audit issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
52
The slide uses two bar charts to illustrate the increase in Days Sales Outstanding (DSO) and Days Sales of Inventory (DSI) from 2010 to 2018.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
125
The slide uses a table to aggregate disparate qualitative and quantitative signals of business decline.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
132
The slide uses a red horizontal line to denote the historical average for each valuation metric.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
135
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate Net Debt/EBITDA ratios.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
07
The slide uses a vertical stack of three callout boxes to structure the argument.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide uses a three-part structure with red arrows to highlight specific areas of concern (Flawless acquisition, financial strain, and related party JV).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a two-part structure: Governance/Compensation issues followed by Valuation/Risk issues.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
12
The chart highlights a 'Near Term Debt Due' wall in 2019, while the text critiques the company's debt-to-EBITDA reporting and JV transparency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
04
This is a classic activist short thesis slide, framing the company as a 'Strong Sell' with specific downside targets.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
05
This is a classic activist short-seller thesis slide, focusing on accounting irregularities and operational failures.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
06
The slide uses a classic activist short-thesis structure: market opportunity critique followed by governance/integrity critique.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a bulleted list to deconstruct the market's bullish thesis and replace it with a bearish valuation.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses large red 'X' overlays to visually emphasize the failure of Axon's strategy. It contrasts a market structure chart with a table of competitor acquisitions.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
24
The slide uses a red arrow and red boxes to emphasize the slowdown in Q1'19.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
08
This is a classic activist short thesis slide, combining governance red flags (CEO resignation, insider selling) with valuation concerns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
09
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit