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 42,035
Current window 18,451-18,480
Pages 1,402
Rows per page 30
Slide function
18,451-18,480 of 42,035
08
The slide uses bolded headers for each of the five key arguments.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
This is a classic activist short thesis summary slide.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
09
The slide uses a two-bullet structure to summarize complex forensic accounting and governance critiques.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
06
The slide uses a strong 'villain' narrative regarding the G&K acquisition and management's financial reporting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a strong 'villain' framing by attacking the company's billing practices, governance, and acquisition strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a classic activist short-thesis structure, framing the company as a 'melting ice cube'.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
This is a classic activist short thesis summary slide.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a numbered list with red flag icons to emphasize critical risks.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a vertical red arrow to indicate a causal or sequential flow of arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
This is a classic activist short thesis slide, structured as a list of key pillars supporting the valuation downside.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
08
The slide uses a three-part structure with callout boxes on the left and detailed bullet points on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
47
The slide uses primary source interviews with distributors to contradict or contextualize public financial reporting.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
04
The slide uses a dense, text-heavy format typical of activist short reports to establish a comprehensive negative thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a bulleted list format to present five distinct pillars of the short thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
05
The slide uses a list-based structure to present multiple distinct arguments for a short thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
36
The slide uses a structured list format to synthesize previous arguments into three thematic pillars.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a three-column layout to summarize the core thesis points, supported by visual evidence (product screenshots and charts).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a list of red arrows to emphasize key points of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The slide uses a bulleted list format to present four distinct pillars of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
07
This is a classic activist short thesis slide, structured as a list of grievances.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
06
Spruce Point Capital Management research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
03
The slide includes a specific thesis statement about Dollarama at the top, which seems slightly out of place for a general 'About' slide, suggesting it might be a template or specific to a Dollarama deck.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
06
This is a classic activist short thesis slide, structured as a summary of key arguments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
07
The slide is structured as a two-part argument: accounting/operational concerns followed by valuation concerns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
03
Includes a disclaimer about research contribution to Prescience Point LLC.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
05
The slide uses a structured list format to present multiple pillars of a short thesis.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
The slide uses a list-based structure to present a thesis-driven argument for an activist short position.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
Uses a vertical list of red arrows to emphasize the negative points.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
06
The slide uses a two-column layout with a sidebar for key takeaways and a main body for detailed arguments.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit