Matching slides 19,048
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This slide serves as a foundational context-setting page for an activist short report, likely aiming to frame the company's business model within the broader medical and financial realities of fertility treatment.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
12
The slide uses a hub-and-spoke style diagram to show the flow of data, payments, and software between three entities.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
113
This slide is part of an activist short report by Spruce Point Capital Management, framing the company's innovation as a response to market pressures.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
02
This is a standard CSR/philanthropy slide often found in activist short reports to build goodwill or contrast with the 'villain' company.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
62
The slide uses a government table to validate the activist's claim about Amazon's regional footprint.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
03
This is a letter-format slide, acting as a formal communication of an activist thesis.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 1 hit
24
Includes a table detailing treatment stages (1-3) against various dental correction metrics.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The slide uses a sequential process flow to explain the operational steps of the Invisalign business model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 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
16
Includes medical illustrations of a brain clot and a leg vein clot.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
Includes a visual process flow for stent retrieval and a description of the 'Solumbra' combined technique.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
68
The slide argues that inventory and demand issues will delay the benefit of lower crude prices for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
53
The slide serves as evidence for the thesis that Bloomberg is a significant competitor in the ESG data space.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
117
The slide uses a classic Up-C structure diagram to illustrate the dual-class share structure and the relationship between Topco LLC, Holdings LLC, and PowerSchool Holdings, Inc.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a custom organizational diagram to explain the reciprocal insurer structure.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Evidence1 hit
63
This slide serves as a foundational definition for the activist report, explaining the product mechanics before critiquing them.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
The slide uses a collage of 'congratulations' posts to frame the recruitment as a drain of talent from WFG.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
28
This slide establishes the operational context for the activist thesis, specifically linking handpiece sales to procedure volume.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Includes a screenshot of the individual's Twitter profile.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
32
Educational slide defining technical terms for an activist investor audience.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a combination of a scientific spectrum diagram and a historical resolution timeline to illustrate the progression of semiconductor manufacturing technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a comparison frame to explain technical complexity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Provides technical background on EUV masks and the manufacturing process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
106
The slide uses a 'before-after' style visual comparison (schematic vs. reality) to emphasize the complexity of the hardware.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
108
The slide serves as visual evidence of the technical failure mode (tin contamination) described in the activist report.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
01
Slide 1
This is a formal legal/regulatory document cover letter/introductory page.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller 1 hit
07
This slide functions as a 'villain gallery' or stakeholder mapping of entities involved in alleged corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
08
The diagram maps personal affiliations (founders/directors) to corporate entities and their advisory or subsidiary relationships.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
11
The slide contains three distinct sections, each referencing a specific figure (6, 7, 8) and associated financial data points.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit