slides · global inventory
Chart Selection Guide
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,343
Current window 4,591-4,620
Pages 279
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4,591-4,620 of 8,343
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Part 1 of 3 in a series criticizing BlackRock's governance.BlackRock (BLK) · Giuseppe Bivona & Marco Taricco
Activist deck Activist investor Beat · Evidence1 hit
125
The chart shows a significant spike in 2021 followed by a decline, with the current level sitting above the long-term average line.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
18
Uses red arrows with '??' to highlight the divergence between equity and debt market signals.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
09
Uses a line chart to demonstrate the gap between reported growth and organic growth excluding new products under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
57
The slide uses red stars to mark the timing of the activist's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a stacked bar chart to show revenue composition over three fiscal years.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a bar chart to visually contrast historical cash flow performance against the current Q1 2019 outlier.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
The slide uses historical performance data to validate the investment thesis that spin-offs are a favorable asset class.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
08
The slide uses a stock price chart with callouts to highlight specific dates and events that the author claims are misleading or problematic.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
14
Charts show specific dates of guidance revisions and the resulting stock price drops.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
44
The slide highlights a specific academic study by a professor at the University of San Diego to validate the thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
77
The chart shows a significant spike in Homes.com traffic in Q3 2023 followed by a stabilization.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
67
The slide uses a bar chart comparison to show WSP (in red) trading at a premium to the peer group average (orange line).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
11
The slide uses a dual-axis line chart to correlate margin decline with volatile sales growth.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
25
The slide uses a combination of SEC filing screenshots and a stacked bar chart to highlight the discrepancy between the company's branding and its actual revenue composition.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
132
The slide highlights a specific discrepancy in an FDA review document (page 32) where the graph title claims 'steady state Cmax' but the underlying data is from a single dose.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
08
Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
06
The slide includes a Bloomberg terminal screenshot showing stock performance. The text highlights a discrepancy between the company's valuation and its lack of revenue/assets.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
36
The slide presents evidence of bot-like behavior through IP address switching and local host IP usage in transaction logs.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
15
The slide uses a dual-axis chart to show revenue growth vs. YOY growth rate, illustrating the 'hitting a wall' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
24
The slide uses historical revenue data from two previous companies to discredit the CEO's reputation as a turnaround specialist.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
52
Includes a line chart for EBITDA margins and a scatter plot for regression analysis of organic growth vs. valuation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
117
Uses donut charts to visualize the composition of compensation metrics, highlighting a transition from current to proposed state for Kao.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
08
The chart illustrates the decline of console gaming revenue alongside the growth of mobile and online gaming.Nintendo Co., Ltd. (7974.T) · Seth Fischer
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
43
The slide highlights a discrepancy between the accounting label 'Investment in own plantation' and the actual nature of the transaction (offsetting debt from defaulting growers).Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit