slides · global inventory
Summarize
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,035
Current window 18,421-18,450
Pages 1,402
Rows per page 30
Slide function
18,421-18,450 of 42,035
05
The slide uses bolded action-oriented headers for each paragraph to summarize the core investment thesis points.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Slide 14 of an activist deck by Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
03
The table serves as a track record of the firm's influence on corporate leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
05
This is a classic activist short thesis summary slide, highlighting multiple red flags.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a list-based structure to present four distinct arguments against the current management and board.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
05
This is a dense text-heavy slide typical of activist short-seller reports, using bold headers to structure the argument.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
This is a classic activist short thesis summary slide, structured as a list of key arguments.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
47
Contains two primary tables: '2016 Top Ten Programs Based On New Student Enrollment' and '2016 Revenues per Program Estimates'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
03
The slide serves as a credibility-building appendix, highlighting the firm's history and past successful activist campaigns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller 1 hit
47
The slide uses a narrative structure to frame the company's history as a series of growth cycles followed by fatigue, leading to the current critique of its business model.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses primary research (interviews) to expose negative sentiment and competitive disadvantages for Momo.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses a list-based structure to present the core arguments of the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
03
This slide serves as a credibility-building appendix, highlighting the firm's history, rankings, and specific past successes in forensic research.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
29
The slide highlights the competitive advantage of Beijing-based SOE-connected firms.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
34
Includes a red flag icon indicating a critical negative insight regarding Ballard's market position.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
35
Slide 35 of an activist short report.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
38
Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
40
The slide uses a red flag icon to emphasize the first point, indicating a warning or negative finding.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
42
The slide uses red flag icons to denote critical findings or 'red flags' in the investigation.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
43
The slide uses red flag icons to denote critical findings or areas of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways1 hit
03
The table serves as a track record of successful activist outcomes (CEO turnover).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
04
The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a numbered list format to present a series of negative catalysts and operational concerns.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a numbered list with red flag icons to denote critical risks.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
13
The slide uses a chronological structure to frame the company's history as a series of pivots or 'hypes'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
01
This is a short-seller research note cover page.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses a narrative-driven structure to dismantle the bull case for CoreWeave by framing it as a 'stopgap' rather than a strategic partner.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
04
This is a text-heavy research note slide summarizing the core arguments against the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit