slides · global inventory
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Matching slides 1,231
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571-600 of 1,231
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Uses a red flag icon to denote a critical point of contention.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
17
The slide uses a vertical red arrow on the left to visually anchor the three core pillars of the short thesis.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
123
Uses Google Trends data to argue against Stryker's market leadership in robotics.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
31
Uses red-bordered callouts to highlight negative sentiment or critical data points regarding the competitor.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
28
Uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
02
This is a standard CSR/philanthropy slide often found in activist short reports to build goodwill or contrast with the 'villain' company.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
27
The slide uses a dialogue format to build a narrative of corporate malfeasance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a collage of news clippings to establish a narrative of competitive pressure.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide uses a 'quote-as-evidence' structure to support the thesis that growth is stalling.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
28
The slide uses highlighted text within the quote to emphasize key points of friction between CLEAR and the TSA.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
35
The slide uses color-coded highlighting within the quote to emphasize key points about the breakdown of the airline-CLEAR partnership.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
40
Research note by White Diamond Research, page 40.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · So What Cascade1 hit
02
The slide uses the 'iceberg' metaphor to describe the hidden risks of the company's financial projections.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique1 hit
14
Includes specific financial data points: $5.1M inaccessible cash, $1.3M adjusted NWC, $7.7M FCF burn, $4.7M revolver access.Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Thesis Headline1 hit
17
The slide uses a quote from a competitor's SEC filing to frame the competitive landscape as a threat.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
26
The slide uses a 'villain' framing by labeling smaller competitors as 'bottom-feeder CRO's'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
15
Fortune Brands Home & Security (FBHS)Fortune Brands Home & Security (FBHS) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
26
This is a highly inflammatory research note from a short-seller firm (Grizzly Research).Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps1 hit
127
This is a printout of an email thread, including signatures, promotional banners, and legal disclaimers.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
222
This appears to be a printout of an email thread, likely used as evidence in a research context.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
71
The chart illustrates the HKD peg mechanism, specifically the strong-side intervention level at 7.75.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
129
The slide highlights the safety margin between the recommended dose (40mg) and the doses where QTc prolongation was observed (120-240mg), while noting specific patient populations at higher risk.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
116
The slide presents qualitative evidence of product reliability issues through field engineer interviews.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
128
The slide uses direct quotes to frame Lasertec as unreliable and unsuitable for production, positioning KLA as the desired alternative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
08
Includes two tables comparing tenant financial metrics at lease commencement vs. present day.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Villain Critique1 hit
49
The slide uses expert quotes to build a narrative of competitive displacement and regulatory pressure.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
52
The slide uses expert testimony and industry intelligence to build a bearish case against Lasertec's product viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
36
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
10
Includes a network diagram showing connections between individuals, companies, and the CRA.Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit