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slides · global inventory

Villain Slide

Tool collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 215
Current window 91-120
Pages 8
Rows per page 30
Tool: Villain Slideclear collectionreset all
18 30 60

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91-120 of 215

filter-aware
08
Uses a 2x2 grid layout to categorize specific individuals and groups under scrutiny.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a 2x2 grid layout to categorize board members and auditors as 'red flags'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
46
Uses a red flag icon to signal a warning/red flag about the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
06
This is a classic activist short-seller thesis slide, structured around the ESG framework to highlight specific governance and operational failures.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
102
Uses a red flag icon to signal warning/risk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
09
Uses red flag imagery and red circles to draw attention to the subject's dual roles.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
39
Uses a 'Spruce Point Warning' callout box to frame the critique.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The slide uses visual metaphor (vermin) to attack the company's brand/management quality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
69
Uses photographic evidence to highlight disadvantageous shelf positioning at major retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a grid of screenshots from Glassdoor reviews to build a case against the company's operational ethics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses a numbered list format to detail specific grievances, including accounting irregularities, management turnover, and failed business projections.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
35
Uses photographic evidence to support the claim of a gambling-themed corporate event.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 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
07
The slide uses a 'guilt by association' framing to undermine the credibility of the current leadership team.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
07
The slide uses a two-section structure to attack both the company's business performance and the integrity of its leadership.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
Uses the 'duck test' idiom to imply fraud or accounting irregularities.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
52
Uses expert testimony from Tegus to frame Credit Karma as a cyclical 'digital direct mail' business.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a combination of a line chart showing rising enforcement actions and news headlines about failed banks (Cross River, Silvergate, Signature) to build a case against the partner bank.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
19
The slide uses a visual metaphor of 'red flags' to list concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
07
This is a classic activist short-seller thesis slide, combining product commoditization arguments with regulatory/safety risk exposure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
84
Uses red arrows to connect the analyst list to specific regulatory/legal news clippings.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
103
The slide uses a combination of summary text and a direct Q&A transcript to build a case against the competitor's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
139
Includes a direct quote from a former KLA executive and technical diagrams of the Sumitomo product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide uses a 'fraud-exposure' framework to highlight the company's use of 'nonsensical phrases' and 'newly-invented words'.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
10
Uses a short-seller narrative style, citing a Barron's headline and a stock chart to illustrate the 'inevitable' failure of companies in this sector.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
11
Uses competitive product imagery to undermine the company's proprietary technology claims.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
12
The slide uses a confrontational tone to expose a perceived lack of product differentiation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
13
Uses a 'before-after' style comparison to demystify proprietary technology.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit