slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 661-690
Pages 75
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Slide function
661-690 of 2,245
06
The slide explicitly references a 'Porter's Five Forces Analysis' in the sub-header.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
This is a classic activist short-thesis slide, focusing on 'accounting manipulation' and 'misleading metrics'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide argues that industry maturation will intensify competitive pressures on Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
19
The table shows a consistent pattern of negative cash flow before financing across multiple years and quarters.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
39
The slide uses a standard Porter's Five Forces framework to argue that Sunnova faces significant competitive pressures.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses anecdotal evidence from former employees to support the thesis that Sunnova's business model is unsustainable and commoditized.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a combination of bar charts and trend lines to argue that revenue growth is structurally declining.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses a table to highlight the company's cash burn and capital expenditure requirements over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a classic activist short-seller structure: thesis statement, governance critique, and a list of 'headwinds' to justify the valuation downside.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
This is a classic activist short thesis slide, focusing on 'financial strain' and 'accounting manipulation'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
17
The slide uses a table to categorize risks, providing a clear 'Headwind/Risk' vs 'Description' structure.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
The slide uses a stock chart as a primary diagnostic tool to frame the company as a 'busted IPO'.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a vertical process flow (red arrows) to connect three distinct pillars of the short thesis: management integrity, business model viability, and accounting/financial health.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a strong, accusatory tone typical of activist short reports, specifically targeting the CFO and management team.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
07
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a timeline-annotated stock chart to correlate specific management actions with share price decline.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
15
The slide uses expert/insider testimony to validate the thesis that PBH lacks pricing power due to over-exposure to big-box retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
70
Uses photographic evidence to highlight shelf placement issues across four major retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
77
The slide uses photographic evidence of retail shelves to highlight poor shelf positioning (bottom row) and mixed product placement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a two-part table structure to contrast benefits with barriers, concluding that barriers are technological and collapsing.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
79
Includes qualitative callouts regarding cost structure assumptions and a testimonial from a dentist in Memphis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
08
The slide uses a 'thesis-headline' structure followed by three distinct 'problem-statement' bullets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
31
Includes income statement snippet, map of Italy highlighting Lugo, and tables for sales by location and workforce composition.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
Includes an income statement snippet, a map of the Modena area, and a headcount table.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
11
The slide uses screenshots of competitor pricing pages to illustrate the 'free' or low-cost storage threat.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
34
Uses callout boxes to link specific user complaints to the Reddit community page screenshot.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
04
This is the primary thesis slide for the deck, summarizing the forensic accounting arguments regarding the Almost Family (AFAM) acquisition.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
64
The slide uses a custom flow diagram to highlight systemic risk, specifically labeling various flows as 'Credit Risk', 'Inventory Risk', and 'Tenant Risk'.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
07
The slide uses a two-column layout with sidebar labels for thematic grouping of arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red box highlight to draw attention to the increasing trend of Working Capital % of LTM Sales.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit