slides · global inventory
Frame Situation
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,219
Current window 91-120
Pages 74
Rows per page 30
Slide function
91-120 of 2,219
17
The slide uses a process flow diagram to illustrate the shift in financial structure.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a process flow diagram to explain the dealer model and potential financial risks.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
124
This is a branding/transition slide featuring the Spruce Point Capital Management logo.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses a timeline to build a case for imminent regulatory or industry-wide action.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
This is a text-heavy thesis slide setting the stage for the rest of the deck's arguments regarding accounting irregularities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
05
Uses a three-part color-coded framework to contrast perspectives.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 1 hit
04
This is the primary thesis slide for the short report, outlining the three main pillars of the attack: growth deceleration, cash flow deception, and accounting manipulation.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Hook1 hit
23
China MediaExpress Holdings (CCME)China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
01
This is a pivot slide from a famous short-seller reversing their stance.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
04
This is a research note from Kerrisdale Capital regarding a short thesis on DWAC.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
35
New Pacific Metals (NUAG)New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
06
The slide establishes the context for an activist campaign against a specific M&A transaction.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)1 hit
20
Includes a stock price chart and a summary of VICI's growth pillars and experiential investments.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
18
The slide highlights the Beverly Center's underperformance relative to nearby competitors like Century City and The Grove.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
01
The slide uses a 'Vaccine Mirage' metaphor to warn investors against mistaking temporary recovery for long-term value.Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) · Jonathan Litt
Research note Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
01
This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context1 hit
01
The slide uses a 'connecting the dots' narrative structure to link VPG's design wins to Tesla's product roadmap.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
02
This is the first page of the actual letter content, serving as the primary thesis statement for the short report.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
02
The slide serves as the opening page of a research note, establishing the author's short position and the company's background.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller 1 hit
02
The slide serves as the formal introduction to the short thesis, establishing the firm's position and the core argument regarding product recalls and cybersecurity risks.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller 1 hit
04
This is a disclosure/methodology page from a Muddy Waters research report regarding St. Jude Medical (STJ) device vulnerabilities.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller 1 hit
05
The slide highlights a lack of encryption and authentication across the ecosystem, framing it as a security vulnerability.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller 1 hit
07
This is a legal document page, not a standard business presentation slide.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The StruggleLoop · Expert Witness1 hit
08
The slide uses the 'sleeping giant' metaphor to frame the company as undervalued and underperforming relative to its potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
49
The slide uses a green-tinted photographic background with a minimalist design, typical of an activist investor deck setting the stage for a growth-focused argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
01
This is a press release/open letter document formatted as a page in a deck.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Hook1 hit
12
This is a research note from Kerrisdale Capital, likely part of a short thesis.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
04
The slide uses aggressive, informal language ('dumpster fire') characteristic of Muddy Waters activist reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction of the problem1 hit
07
The timeline uses color-coding (green for Engine actions, red for DND obstruction/negative actions) to frame the narrative.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
99
Uses a before-after framework to contrast legacy client/server software with modern SaaS integration.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit