slides · global inventory
Audience Definition
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,430
Current window 3,211-3,240
Pages 215
Rows per page 30
Tool
3,211-3,240 of 6,430
63
The slide uses a table format to present qualitative evidence (expert testimony) supporting the thesis that Progyny's moat is thin.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
13
Uses a vertical red arrow as a visual anchor for the thesis flow.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
26
Uses expert testimonials to debunk the bull case thesis regarding revenue share percentages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
The slide uses a callout box to frame the narrative and annotations to link specific negative events to the stock price history.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 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
04
This is a classic activist short thesis slide, focusing on the 'villain' (unsustainable economics) and the 'downside' (valuation gap).Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide provides a narrative history of the company's evolution from TASER to Axon, supported by revenue growth charts and key performance indicators.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
25
Uses a 'villain' narrative structure to highlight Verint's competitive disadvantage.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
03
This slide serves as a credibility-building appendix page.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
47
The slide highlights that despite price target adjustments, the implied upside remained constant at 14% on average, suggesting analysts are not adjusting their long-term outlooks sufficiently.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
03
The table serves as a track record of the firm's influence on corporate leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
03
Includes a disclaimer about research contribution to Prescience Point LLC.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
03
The slide establishes credibility by highlighting the firm's history, rankings, and a table of historical successes.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
28
The slide uses a table to track director independence status from 2015-2017, specifically calling out Francisco Alvarez-Demalde's change in status.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
36
The slide uses a 'guilt by association' framework to undermine the credibility of the audit committee.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
28
Includes a testimonial-style quote from a former employee and photographic evidence of shelf placement.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a two-column layout with key themes on the left and detailed supporting arguments on the right.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
06
This is a classic activist short thesis slide, focusing on 'broken promises' and 'aggressive accounting'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
04
This is a classic activist short-seller research note slide.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World1 hit
28
The slide uses a pie chart to visualize analyst sentiment distribution, highlighting a split between buy and sell ratings.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a standard activist short-seller report format, combining forensic accounting allegations with fundamental business analysis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
113
The slide uses a 'villain critique' approach by highlighting the lack of relevant financial experience for specific board members.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a list of bullet points to detail specific 'Recent Bearish And Concerning Developments' from 2021 to 2025.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses a forensic accounting approach to derive Viterra's core revenue from Bunge's pro forma disclosures.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit