slides · global inventory
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The slide uses red boxes to highlight specific data points that support the thesis of inventory mismanagement.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
The slide uses a table to show quarterly YoY growth across four metrics, with annotations highlighting specific periods of decline and acquisition impact.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
11
The slide uses a custom 'Dividend Sustainability' metric defined in the footnote.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
99
Uses a bridge-style calculation to isolate Smart2Pay revenue from Nuvei's consolidated figures.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a combination of a stacked bar chart and a summary table to highlight operational decline and strategic risk.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Analyze DataLoop · So What Cascade1 hit
66
The table highlights a specific impact calculation for weeks 15-18 of 2024, isolating the Beyoncé-driven traffic boost.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a dual-callout structure to point out specific trends in the cumulative line chart.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
41
The slide uses a table to show the trend of short-term debt vs total debt over time, culminating in a callout arrow emphasizing the trend.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
The chart illustrates a divergence where Brazil revenue percentage declines while OpEx remains elevated, suggesting a shift to a higher fixed-cost business model.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
15
The slide highlights a correlation between reduced advertising spend and declining website traffic.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
63
The slide uses a dual-axis approach (stacked bars for percentages, line/dot plots for dollar values) to show cost components over time.Despegar | Investor Day Presentation Deck | 70 slides · Despegar
Conference presentation Investor relations Loop · Cost Of Inaction1 hit
18
The chart tracks two lines: US GMV Growth (dark blue) and US GMV Growth x IST (light blue), with the difference labeled as IST Impact.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations 1 hit
40
The chart illustrates a sustained negative trend for the sector, with companies trading at small multiples of prior peak earnings.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
72
The slide highlights the loss of control over the monetary base size as a consequence of intervention.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit