slides · global inventory
Quantify Opportunity
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 3,378
Current window 181-210
Pages 113
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Slide function
181-210 of 3,378
51
The slide uses a 'bridge' logic to calculate incremental revenue capacity from debt capacity, then compares this to growth shortfalls.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
30
The slide uses a two-part table structure: a revenue/inventory adjustment model on the left and a peer benchmark comparison on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
18
Includes a screenshot of the 2017 Form 990 and a detailed financial table comparing Actual, 66% Shareback, and In-House scenarios.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
The slide uses a 'before-after' comparison table to demonstrate the financial impact of a hypothetical structural change in member owner sharebacks.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
134
The slide highlights a 'Very Similar Result' between R&D expense avoidance and excess capitalization impacts.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
83
The table highlights a bearish thesis by comparing current market price against analyst consensus.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
51
The slide uses a color-coded matrix to highlight scenarios where EBITDA impact exceeds 10%.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
53
The slide uses two distinct sensitivity tables to demonstrate that even under various pricing and adoption assumptions, the total addressable market is significantly smaller than Axon's market cap increase.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
08
Includes red-bordered callouts highlighting negative performance metrics in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
75
The slide highlights a significant deceleration in patient growth and revenue in the Spruce Point estimate compared to company guidance.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses a historical average of 12.5% to estimate proceeds from asset sales for FY10-FY18.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
116
The slide uses two distinct valuation bridges to derive revenue estimates for Utiba.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
36
Uses linear regression to justify a specific price target based on peer multiples.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
08
The slide uses a quote from Munro to pivot from a previous bearish stance to a bullish one, supported by a sensitivity table showing EPS outcomes.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
24
The slide serves as a methodological bridge to subsequent data-heavy slides.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
04
The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
38
The methodology assumes international inventory is proportional to international revenue and that gross margins are consistent across regions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
53
The slide uses a strong contrast between the financial valuation and the historical human cost of mining in the region to frame the risk profile.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
14
Includes a footnote explaining the conservative assumptions (10% reduction in billings growth, 40% incremental variable costs).Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
15
Includes a callout box at the bottom regarding employee sentiment.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
16
Includes a callout box highlighting the key takeaway and a legend for IRR thresholds.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Victory (Superior Plan)1 hit
04
Includes stock price charts for DHI and INVH showing recovery from March 2020 lows.D.R. Horton and Invitation Homes (DHI/INVH) · Jonathan Litt
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
Includes a visual representation of the OpCo/PropCo split leading to value creation.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
24
Includes a 5-mile radius map and a table of 2017 demographic data.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
22
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
94
The table highlights high valuation multiples in the cosmetics sector, supporting the argument for Kao's potential value.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
52
Oasis Management activist deck slide regarding Kao Corporation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
54
Includes customer testimonials from Thailand, Italy, and Germany to highlight product appeal despite limited distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit