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slides · global inventory

Front Matter

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

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Matching slides 22,016
Current window 7,921-7,950
Pages 734
Rows per page 30
Slide function: Front Matterclear collectionreset all
18 30 60

Slide function

7,921-7,950 of 22,016

filter-aware
01
Slide 1
The slide uses a visual metaphor of a Continuous Glucose Monitor (CGM) to imply the company is in an 'extreme sugar high' (overvalued) state.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Dexcom, Inc. (DXCM)Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
04
Includes Spruce Point Capital Management logo and standard confidentiality disclaimer.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
14
Dexcom, Inc. (DXCM)Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
01
Slide 1
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
04
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
11
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
The slide features the Spruce Point Capital Management logo (a pine tree).Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
01
Slide 1
The image features a truck labeled 'P.O.S. LOGISTICS' and a license plate 'PON-ZEE', suggesting a Ponzi scheme accusation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
Includes Spruce Point Capital Management logo and confidentiality disclaimer.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
15
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
Slide 1
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
03
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
01
Slide 1
Includes a visual metaphor of a rat on the shelf, suggesting a negative outlook.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
05
Spruce Point Capital Management branding.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
11
Spruce Point Capital Management branding.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
01
Slide 1
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
Includes Spruce Point Capital Management logo (pine tree) and standard confidentiality footer.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
01
Slide 1
The slide uses visual metaphor to critique the company's pricing strategy.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
04
Includes Spruce Point Capital Management logo (pine tree) and standard confidentiality footer.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
23
Spruce Point Capital Management branding.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
01
Slide 1
The visual metaphor of a burning satellite re-entering the atmosphere is a strong, aggressive visual hook.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
05
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
41
Spruce Point Capital Management branding.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
61
Spruce Point Capital Management branding.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
01
Slide 1
The slide uses a satirical 'School of Hard Knox' diploma to mock the company's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
03
Features the Spruce Point Capital Management logo (pine tree).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
09
Includes Spruce Point Capital Management logo/branding element (pine tree).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit