slides · global inventory
Matrix 2x2
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,104
Current window 3,301-3,330
Pages 271
Rows per page 30
Tool
3,301-3,330 of 8,104
123
The slide uses a red box to highlight the 20% revenue CAGR figure for Heska, which the text argues should be 14.7%.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
The slide argues that comparing Genius to DraftKings is inappropriate due to fundamental differences in growth trajectory and business model.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses a comparison table to argue that direct ownership is financially superior to leasing.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a three-column comparison framework to systematically dismantle company claims.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
Spruce Point Capital Management activist deck slide.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
100
The table includes a 'Spruce Point Adj' row to account for TEU impact on enterprise value.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a split-screen diagram to contrast market views; includes callouts for specific competitive threats.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 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
28
The slide uses a pie-chart-based visual scale to represent competitive strength, ranging from empty (weakness) to full (strength).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
103
The slide highlights the discrepancy between sell-side optimism and Spruce Point's bearish outlook.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
89
The slide uses color-coding (red for China entities) and dashed lines to denote geographic boundaries.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
12
The slide uses a matrix to highlight Axon's lack of core CAD/RMS capabilities compared to its competitors.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
08
This is a classic activist short thesis slide, focusing on 'catalysts' (share sales) and 'valuation gaps' (hidden liabilities).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
24
Uses a 2x2-style layout to contrast legacy vs new technology across two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses two charts to contrast the number of patients in developing countries with the actual healthcare spending power in high-income countries.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
17
The table highlights the comprehensive nature of Spruce Point's research compared to other entities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
31
Uses a scatter plot and two bar charts to highlight the discrepancy between Carvana's targets and peer performance.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
07
The slide uses a matrix structure to link individuals to specific companies and negative outcomes, specifically highlighting 'Serious Concern / Association With Financial Disaster' in the bottom row.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
The slide uses red boxes to highlight negative Y/Y changes and zero-revenue forecasts, emphasizing the 'disappointing results' narrative.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
40
Includes a specific callout table for KIM, BRX, and DDR to illustrate multiple compression.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
08
The slide combines a valuation discrepancy argument with a macro-thematic section on Chinese semiconductor self-sufficiency.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
08
The slide highlights significant dilution (77% increase in shares) and a disconnect between share price rally and stagnant revenue estimates.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
27
The table demonstrates that autonomous trucking struggles to compete with manned OTR trucking due to the fixed $1000 drayage cost, especially on shorter routes.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide uses a table to demonstrate that Neocloud providers face significantly higher capital costs compared to hyperscalers like Oracle, primarily driven by networking expenses.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
01
The slide uses a 'valuation bridge' logic to justify a short thesis by comparing metrics against a peer group.Peloton Interactive (PTON) · Citron Research
Research note Short seller 1 hit
31
Includes a peer comparison table and a specific price target derivation table.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit