slides · global inventory
Before After Bridge
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 3,276
Current window 1,111-1,140
Pages 110
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1,111-1,140 of 3,276
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The slide uses a 'preempt_rebuttal' strategy by highlighting the discrepancy between company guidance and actual incremental margin performance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
Uses a 'Then vs Now' structure to establish a pattern of behavior by the management team.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
93
Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
25
The slide uses a timeline to highlight the rapid increase in acquisition price, framing it as a desperate overpayment.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
55
The slide uses a table to contrast historical performance with a recent negative outlier to suggest a trend of future disappointment.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
Uses a before-and-after comparison to show how removing captive finance income brings CarMax's metrics closer to the peer average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses FOIA requests to expose that hardware is a significant cost component, contradicting a pure SaaS valuation narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
76
The slide uses a before-after framing to demonstrate the efficacy of CoStar's acquisition strategy.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Loop · Benchmark Gap1 hit
14
The slide uses a 'before and after' comparison of disclosure language to highlight a change in business practice.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
36
The slide uses a photo as evidence to contrast wait times between competing airport security services.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
05
The slide uses a 'before-after' style narrative to validate the firm's track record.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
18
Uses a red arrow to visually link the 2022A projection to the 2026 guidance, highlighting the discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
38
Uses a before-after framing to contrast past promises with current performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
14
The slide uses a timeline diagram to illustrate the reduction in time-to-result for blood culture testing.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
14
Includes a table of current assets showing a projected cash deficit by 4Q20.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
20
The slide uses a combination of narrative analysis and a supporting table to cast doubt on the validity of the company's financial disclosures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
81
The slide uses red dashed circles to highlight the divergence between inventory and deferred revenue.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
14
The slide uses an org-chart style diagram to illustrate the business structure and highlights a specific accounting/operational critique regarding transfer pricing.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
26
The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
41
Includes a quote from Bernard Madoff to frame the 'proprietary strategy' as suspicious.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
10
Uses Google Street View and investigator photos to document property state.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses visual evidence to document site progress between December 2019 and March 2020.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
46
Includes a bear logo in the top right corner.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
56
Uses visual evidence to contradict potential claims of facility expansion or alteration.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
11
Includes a photographic site visit as evidence of the contradiction between disclosed construction schedules and reality.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
04
Uses a before-after framing to challenge the conventional perception of McDonald's business model.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
05
Uses a before-after framework to illustrate a corporate turnaround.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
10
The slide uses a line chart to visualize stock price volatility alongside annotated key events.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
15
The slide uses a before-after bridge to reclassify EBITDA, highlighting the shift from OpCo-heavy to Brand-heavy profitability.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit