slides · global inventory
Action Titles
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 13,809
Current window 12,001-12,030
Pages 461
Rows per page 30
Tool
12,001-12,030 of 13,809
68
Uses a before-after framing to highlight a contradiction in the company's narrative regarding their product's nature.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
69
The slide uses a before-and-after comparison to suggest unethical business practices by the company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
70
This is a classic 'thesis headline' slide used by Spruce Point Capital Management to anchor the investment thesis.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next Steps1 hit
71
The table uses a 'Hype-AI' vs 'Diagnostics' segmentation to frame the peer group.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
73
Includes callouts to Bloomberg and Yahoo Finance data sources and critical commentary on specific line items.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 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
75
The table highlights that Tempus AI's valuation multiples (EV/Revenues, EV/Gross Profit) are generally higher than the averages of its medical diagnostic peers.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
76
The slide uses a sum-of-the-parts (SOTP) valuation approach to derive an equity value, then adjusts for debt, JV interests, and cash to arrive at a per-share price.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
04
The slide uses a precedent table to establish credibility by showing past successful short research campaigns.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
07
The slide uses a dense, text-heavy format typical of activist short reports to establish the core thesis.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · So What Cascade1 hit
08
The slide uses a 'villain' narrative by linking Viterra's history with Glencore's legal issues.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
09
The slide uses a 'villain' framing by contrasting Bunge's stated commitment to transparency with specific accounting practices.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
10
The slide uses a red border to emphasize the activist nature of the content.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
11
Uses a numbered list with red flag icons to emphasize negative points.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
12
The slide uses a line chart with annotations to suggest that Bunge's stock performance is disconnected from operational reality.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
13
The slide uses a 'guilt by association' framework to cast doubt on Bunge's management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
14
The slide uses red highlighting to draw attention to Bunge's high audit fee ratios compared to ADM and Nutrien.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
15
The slide uses a 'before-after' style comparison of deal terms to highlight financial deterioration or reporting friction.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
16
The slide uses a tree logo, likely representing Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & Approach1 hit
17
The slide uses a 'villain' framing by characterizing the company's strategy as 'asset churning' and a 'challenged roll-up'.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 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
19
The slide uses a 'villain' framing by contrasting Bunge's unique reporting against a list of peers to suggest manipulation.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
20
The slide uses a 'before-after' style comparison to expose accounting adjustments that inflate cash flow metrics.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
21
Uses a screenshot of a Bunge investor presentation as evidence of the company's defensive posture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
23
The slide uses a table format to present Q&A pairs from an expert interview.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
24
Uses a timeline-based table to contrast past confidence with recent strategic shifts.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
25
The slide uses a red box to highlight the activist's commentary and underlines in the 2025 text to draw attention to the specific change.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
27
Uses a combination of executive interview quotes and external market research to build a case for business risk.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
29
Uses a 'villain' critique style to highlight Bunge's strategic misalignment with market trends.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit