slides · global inventory
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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 17,701-17,730
Pages 1,935
Rows per page 30
Slide function
17,701-17,730 of 58,039
09
Includes current market cap, enterprise value, and key financial metrics (Revenue, NOI, FFO, EPS) from 2017A to 2019E.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
19
The slide uses a narrow y-axis scale (0-8%) to emphasize the flatness of the growth trend.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
07
The slide uses a standard activist investor format to present a bearish thesis based on valuation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
The slide uses a scenario table to illustrate the impact of market headwinds on EBITDA margins.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
35
The slide uses data from semrush.com to demonstrate rising customer acquisition costs in the online education sector.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
45
Includes specific methodology notes regarding 2U's MD&A disclosures and cohort revenue imputation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
46
Contains two primary tables: '2015 Top Ten Programs Based On New Student Enrollment' and '2015 Revenues per Program Estimates'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
48
Includes two primary tables: Top 15 programs by enrollment and 2017 revenue estimates by program, plus a summary table of revenues by school.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
49
The table provides granular data across multiple years (2013-2017) for specific university programs.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
49
Includes three charts: a dual-axis combo chart for MAU, a bar chart for ARPPU, and a stacked bar chart for revenue composition.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Includes a specific callout on Price / Adj Book Value and Estimated Organic Growth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
17
The table demonstrates that reported growth is driven by acquisitions and price hikes rather than volume.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
32
The slide uses a consistent time-series format across three valuation metrics to argue that current valuations are disconnected from performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
25
Includes a table of central government subsidies and a table of specific fuel cell subsidy examples.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
07
Includes capitalization table on the left and financial/valuation tables on the right.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
11
The slide uses a custom 'Dividend Sustainability' metric defined in the footnote.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
10
The slide uses a mix of capital structure data and valuation multiples to argue that the company is overvalued.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
46
The slide argues that the valuation expansion is unjustified due to poor business performance metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
33
The slide uses anecdotal evidence from industry executives (Continental, PACCAR) to challenge Aurora's business model and technical readiness.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide provides a critical assessment of CoreWeave's business model, highlighting risks related to capital intensity, margin pressure, and reliance on large contracts.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
12
Includes a red dashed annotation highlighting the EBIT margin decline.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
13
The slide argues that apparent diversification is misleading because OpenAI is the true underlying customer.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
15
Includes a quote from a former Nvidia Principal Architect regarding CoreWeave's lack of inference-optimized hardware.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
26
The table highlights the significant infrastructure footprint advantage held by hyperscalers compared to CoreWeave.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
27
Contains two financial tables showing cash flow, EBITDA, and IRR projections over a 6-year period.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
16
The table compares three storage configurations across technical and financial dimensions to derive a cost multiple relative to HDDs.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
26
Contains multiple expert testimonials/quotes used to support the investment thesis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
30
The slide argues that Pure Storage is overvalued compared to its true peers (NetApp) and does not deserve SaaS-like multiples.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit