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Anchoring Bias
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121-147 of 147
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Uses expert testimonials to debunk the bull case thesis regarding revenue share percentages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
66
Uses a red flag icon to signal a warning/contradiction.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
30
Includes a red box highlighting specific lines in the transcript and a red arrow pointing to the text.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
36
Uses callout boxes to present negative press coverage as evidence of character/operational risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Includes a line chart of CTC's gross margin, a table calculating potential profit loss, and social proof from Gasbuddy.com.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
57
The slide uses red boxes to draw attention to specific data points that represent aggressive changes in valuation assumptions.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a yellow background for the main body and a red footer for a specific counter-argument regarding Berkshire Hathaway's position.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a comparison table to frame the current target (TEM) by associating it with past successful short targets.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
23
Affirm | Results Presentation Deck | 51 slidesAffirm | Results Presentation Deck | 51 slides · Affirm
Conference presentation Investor relations Beat · Market SizeLoop · Mece Breakdown1 hit
46
Uses a CEO quote to highlight the lack of strategic rigor in current pricing.Blackwells Capital | Activist Presentation Deck | 71 slides · Blackwells Capital
Activist deck Activist investor Beat · Solution & ApproachLoop · Pareto Focus1 hit
69
The slide uses a 'cloud-as-a-hook' metaphor to imply predatory pricing.Cloudflare | Investor Day Presentation Deck | 97 slides · Cloudflare
Conference presentation Investor relations Beat · EvidenceLoop · Quick Win Big Bet1 hit
07
The slide compares a $25.00 offer price against historical average and closing prices over various time horizons.Evercore | Investment Banking Pitch Book | 32 slides · Evercore
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
This slide appears to be from the 'Google's Ideological Echo Chamber' memo (Damore).Googles Ideological Echo Chamber · googles-ideological-echo-chamber
Deck Investor relations Beat · AgitateLoop · Cost Of Inaction1 hit
18
Uses a red bar to visually emphasize the gap between the target and the consensus estimate.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
25
Includes a quote from Barclays (Nov 2021) reinforcing the skepticism regarding management's ability to execute.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
26
Includes a footnote detailing the factors influencing drayage costs (wait times, terminal fees).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
06
The slide uses a line chart to benchmark the company's growth against established public SaaS companies.Not Boring Capital Fund I Update I Q2 2021 Newsletter · not-boring-capital-fund-i-update-i-q2-2021-newsletter
Pitch deck VC research Beat · TractionLoop · Zoom In1 hit
27
NVIDIA | Investor Presentation Deck | 65 slidesNVIDIA | Investor Presentation Deck | 65 slides · NVIDIA
Conference presentation Investor relations Beat · ProblemLoop · Cost Of Inaction1 hit
23
The slide highlights the company's risk mitigation strategy using consignment facilities and forward contracts.Quality Gold | SPAC Presentation Deck | 33 slides · Quality Gold
Pitch deck Investment bank 1 hit
07
This appears to be a page from a corporate memo or internal strategy document, likely from Disney circa 1990-1991.Some thoughts on our business 1 · some-thoughts-on-our-business-1
Deck Investor relations Loop · Golden Circle1 hit
21
Page 20 of a document; discusses the film industry's reliance on 'conventional wisdom' regarding big-budget, star-driven films.Some thoughts on our business 1 · some-thoughts-on-our-business-1
Deck Investor relations Loop · Golden Circle1 hit
06
Includes a callout box regarding the Rio Tinto acquisition proposal.TD Securities | Investment Banking Pitch Book | 40 slides · TD Securities
Consulting deck Investment bank Beat · Situation & ContextLoop · Zoom In1 hit
19
Includes a highlighted 'Selected Range' for P/NAV multiples.TD Securities | Investment Banking Pitch Book | 40 slides · TD Securities
Consulting deck Investment bank Beat · Solution & ApproachLoop · Precedent1 hit
38
Includes a 'DRAFT' disclaimer and source information.TD Securities | Investment Banking Pitch Book | 40 slides · TD Securities
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Scenario Fork1 hit
09
Uses an analogy to eCommerce in 1999 to frame the growth trajectory.Vida Health Pitch Deck · vida-health-pitch-deck
Pitch deck Investor relations Beat · Rising SuccessLoop · Logic Chain1 hit