Matching slides 2,146
Current window 841-870
Pages 72
Rows per page 30
Slide function: Cite Precedentclear collectionreset all

Slide function

841-870 of 2,146

filter-aware
03
The slide serves as a credibility-building 'track record' page for an activist investor.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
27
The slide uses a 'villain' framing technique to undermine the credibility of the target company's auditor.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
75
The slide uses a series of excerpts from 10-K filings to illustrate accounting inconsistencies and operational risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
30
The slide uses red bars to highlight the final data point in each series, coinciding with the timing of the Spruce Point short call (marked by a star).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
50
The slide uses a 'cite_precedent' strategy to validate the activist's own thesis by highlighting that another institutional investor shares similar concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses an academic abstract as a precedent to frame the target company (PetIQ) as a low-quality entity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses a structured list format to detail the FTC's rationale and the specific conditions imposed on the acquisition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
42
Includes a screenshot of a Sumzero investment post and excerpts from SEC press releases.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to establish credibility by citing past successful activist campaigns.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses three distinct callout boxes to present expert testimonials.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
31
The slide uses a 'before-after' or 'comparison' structure to show a trend of industry consolidation/integration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
08
The slide uses a third-party analyst report to validate the activist's own negative outlook on the company's financial performance and valuation.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
27
Uses visual juxtaposition of two similar tow trucks to imply business model failure.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
89
The slide uses a 'guilt by association' argument, linking political figures to corporate failures.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling campaigns.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
66
The slide serves as a track record of successful short-selling/activist research.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
74
Uses a legal precedent to establish a pattern of behavior (historical analogy).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
80
The slide uses a table to establish a pattern of behavior (factoring) leading to a specific outcome (share price decline) across multiple companies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
11
Uses a Bloomberg terminal screenshot to illustrate the correlation between a specific geopolitical event and stock performance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
04
The slide uses a precedent table to establish credibility by showing a track record of successful short-selling/activist campaigns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
16
The table lists 30 historical spin-off examples with their respective tickers and returns compared to the S&P 500.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
04
The slide uses a comparison table to validate the firm's track record by showing specific outcomes for four past campaigns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
12
The slide uses a 'precedent' framework to establish credibility by linking current target (Maxar) to a past successful short campaign (NCR).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
21
The slide uses a precedent table to establish a pattern of behavior in the industry.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
05
Uses a hub-and-spoke diagram to connect the target company to historical precedents.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
31
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
03
Includes firm credentials at the top and a disclaimer at the bottom.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
04
Uses a stock chart with annotated events to establish credibility through past successful short campaigns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
36
The table uses a star icon to denote 'Spruce Point Successful Call', implying a track record of identifying these red flags.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit