slides · global inventory
Cover
Slide type collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 15,642
Current window 5,401-5,430
Pages 522
Rows per page 30
Slide type
5,401-5,430 of 15,642
01
The visual metaphor of rocket engines hanging in a warehouse suggests industrial failure or stagnation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
01
The slide uses a visual metaphor of a Continuous Glucose Monitor (CGM) to imply the company is in an 'extreme sugar high' (overvalued) state.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
14
Dexcom, Inc. (DXCM)Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
01
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
04
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
21
The slide features the Spruce Point Capital Management logo (a pine tree).Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
01
The image features a truck labeled 'P.O.S. LOGISTICS' and a license plate 'PON-ZEE', suggesting a Ponzi scheme accusation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
15
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
01
Includes a visual metaphor of a rat on the shelf, suggesting a negative outlook.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
11
Spruce Point Capital Management branding.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
01
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
01
The slide uses a satirical visual metaphor (chalk outline on a golf course, ambulance, 'Broken Medical Trust' sign) to frame the company negatively.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
10
Spruce Point Capital Management branding.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
28
Healthcare Trust of America, Inc. (HTA)Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
01
The slide uses visual metaphor to critique the company's pricing strategy.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
23
Spruce Point Capital Management branding.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
01
The visual metaphor of a burning satellite re-entering the atmosphere is a strong, aggressive visual hook.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
41
Spruce Point Capital Management branding.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
61
Spruce Point Capital Management branding.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
01
The slide uses a satirical 'School of Hard Knox' diploma to mock the company's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
09
Includes Spruce Point Capital Management logo/branding element (pine tree).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
01
The slide uses a smartphone mockup to frame the report, featuring icons related to gambling, legal issues, and VIE structures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
01
The slide uses a visual metaphor of a person being buried in concrete to imply financial wrongdoing.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide uses a table to establish credibility by showing a history of successful activist campaigns resulting in CEO departures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
01
The visual theme uses a digital circuit board motif with a central red globe, suggesting systemic risk or global connectivity issues.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
01
The image uses visual metaphor (vacant store, downward arrow, rat) to convey a negative outlook on the company's performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
35
The slide features the Spruce Point Capital Management logo (a pine tree).MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
01
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit