slides · global inventory
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Matching slides 2,275
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1,591-1,620 of 2,275
41
The slide uses a two-part structure: operational progress updates followed by a preemptive rebuttal regarding market concerns.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
08
The slide uses a comparative bar chart to frame the CEO as an underperformer.TIM S.p.A. (Telecom Italia) (TIT) · Bluebell Capital Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Uses S-1 filing data to calculate the implied shareback percentage for non-owner members.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide uses color-coded callouts to emphasize negative margin trends.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
75
The slide uses a 'preempt_rebuttal' strategy by acknowledging the target's competence in a specific area to build credibility for the activist's thesis.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The table contains 25 rows of data across 9 columns, totaling 225 data points.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses a combination of AHRQ NIS data and Dowling (CMS) data to triangulate procedure volumes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
56
Includes a table comparing disclosed utilization vs. calculated utilization, and a table from AUA 2023 Census on procedure volume.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a table to demonstrate that procedure growth (excluding Rezum) is lower than the growth of the target demographic (men 65+ and 65-75).PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a 'fraudulent or vaporous bubble stock' framing to attack the company's valuation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
174
Includes pro forma adjustments for deconsolidation and consolidation events in 2002.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
19
The slide argues that concerns about China WFE market declines are misplaced for ACMR due to its focus on trailing-edge nodes and strong demand in the cleaning segment.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
51
The table highlights the performance of 'Total Product Sales' across different periods.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
07
Includes references to external data sources and methodology for geocoding property damage.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
Uses a combination of comparative bar charts and callout boxes to frame the company as both a villain and a victim of climate change.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
The table tracks responses regarding 'Forcible Transfer' and 'Sex Trafficking' policies.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps1 hit
55
The chart combines a bar chart for RMB deposits and a line chart for percentage of total HKD deposits.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
27
Contains two financial tables showing cash flow, EBITDA, and IRR projections over a 6-year period.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
05
The slide defines 'Precise Joiners' as users joining at the exact same second on the same day of different weeks.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
19
The slide argues that the drug causes fluid retention and anemia, contradicting the trial's stated conclusions.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
156
The slide uses historical data to undermine the company's 'innovation' narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
17
The slide highlights historical performance of specific stock positions to establish credibility.Rovi Corporation (ROVI) · Engaged Capital
Activist deck Activist investor 1 hit
05
The chart shows a breakdown of Gross Profit and Adj EBITDA from 2016-2019, with a Q3 L12M column showing the impact of various acquisitions including Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
06
The slide highlights Inteliquent as a key revenue driver for Sinch, supported by historical revenue data and acquisition financial disclosures.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
07
Includes a bar chart of Americas revenue and a table comparing YoY growth between Americas and Non-USA segments.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
28
The slide uses investigative journalism techniques to expose potential corporate obfuscation regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
61
Uses a table to contrast activist-driven events with market-driven events to preemptively address potential counter-arguments about market volatility.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
43
The slide explicitly notes that 2026 estimates are 30-40% higher than consensus.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit