slides · global inventory
Problem Statement Canvas
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Matching slides 2,665
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1,531-1,560 of 2,665
05
Page number 355 included in top right.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
07
This is a text-heavy document outlining a formal shareholder proposal for Keisei Electric Railway.Keisei Electric Railway Co., Ltd. (9009.T) · James Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
63
The slide uses a table format to present qualitative evidence (expert testimony) supporting the thesis that Progyny's moat is thin.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
11
The slide uses a callout box to frame the narrative and annotations to link specific negative events to the stock price history.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses screenshots of competitor pricing pages to illustrate the 'free' or low-cost storage threat.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
52
The slide uses two bar charts to illustrate the increase in Days Sales Outstanding (DSO) and Days Sales of Inventory (DSI) from 2010 to 2018.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
77
The slide highlights a liquidity crunch by comparing historical and projected funding capacity against loan originations and retail sales.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
21
The slide uses a table to show a deterioration in leasing fundamentals over time, supported by callout boxes highlighting specific negative trends.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
14
The slide uses a combination of bar and line charts to illustrate financial deterioration over two decades.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
43
Uses external survey data (1000watt) and industry analysis (KBW) to build a bearish case.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
11
Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
10
The slide is a text-heavy research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
21
The slide uses a map to contextualize the landbank's location relative to Prague's CBD.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
10
The slide argues that D-Wave's model is not truly scalable or SaaS-like due to the bespoke nature of customer engagements and hardware overhead.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a four-quadrant layout to contrast company history/leadership with quantitative performance metrics.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
12
The slide uses a comparative bar chart to frame volume decline as a proxy for service quality, followed by a list of safety incidents.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
05
The text argues that flawed geological modeling is the root cause of the company's operational and financial failures.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Problem1 hit
36
Discusses diesel reduction mandates, $128m estimated capex, 13% CAGR decline in ARPU, and Reliance 4G rollout impact.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
50
The slide uses a structured argument format with three distinct headers followed by supporting evidence and citations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
75
The slide uses a skeptical tone to challenge corporate transparency and management incentives.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
25
The slide uses a 'bad and worse' framing to highlight the lack of viable options for the company.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
36
The slide uses a list-based format to present a series of bearish arguments regarding BXMT's financial health.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
15
This is a page from a transcript of a shareholder's address at the Ströer SE & Co. KGaA general meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & Complication1 hit
51
Includes a quote from a former Unilever executive to validate the market attractiveness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
80
The slide uses visual evidence (photos of retail shelves) to support the claim that the brand's all-white packaging lacks shelf presence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
82
The slide uses screenshots of social media profiles to illustrate the lack of cohesive branding.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
02
TCI portfolio companiesTCI portfolio companies · 20_TCI_Fund
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Voice Of Customer1 hit
01
The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit