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slides · global inventory

Executive Summary

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

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Matching slides 5,545
Current window 2,221-2,250
Pages 185
Rows per page 30
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2,221-2,250 of 5,545

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03
Standard Spruce Point branding with logo and confidentiality footer.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup & Stakes1 hit
03
Standard Spruce Point branding with logo and confidentiality footer.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
04
This is a classic activist short-seller 'thesis' slide, combining character assassination with fundamental business analysis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
05
Spruce Point Capital Management branding.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
06
This is a classic activist short thesis slide, structured as a summary of key arguments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
07
The slide is structured as a two-part argument: accounting/operational concerns followed by valuation concerns.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
05
This is a classic activist short thesis summary slide, highlighting multiple red flags.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
04
Includes Spruce Point Capital Management logo (pine tree) and standard confidentiality footer.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
05
The slide uses a structured list format to present multiple pillars of a short thesis.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
The slide establishes credibility by highlighting the firm's history, rankings, and a table of historical successes.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
14
The slide uses a classic 'Concern vs. Evidence' table structure common in activist short reports.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
03
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
04
MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
The slide provides a narrative summary of the investment thesis, focusing on historical performance and macro-economic drivers.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
07
The slide provides a detailed financial table and narrative context on the company's dual-listing structure and competitive positioning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
14
The slide provides a deep dive into specific product lines and market positioning for ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
03
This is a short-seller research note summary.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
The slide serves as a high-level investment thesis summary for a short report.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
04
This is a text-heavy research note slide summarizing the core arguments against the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
05
Includes detailed capitalization table and financial summary projections through 2028E.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide provides a critical assessment of CoreWeave's business model, highlighting risks related to capital intensity, margin pressure, and reliance on large contracts.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital analyzing Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
The slide serves as the cover/introductory summary for a short research report.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses a strong argumentative tone to expose perceived dishonesty in competitor marketing claims regarding TCO.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
03
The text highlights discrepancies between management's claims and public Army disclosures, as well as a history of broken promises regarding production capacity.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide provides a narrative context for Red Cat's market position by detailing the history of the Army's sUAS procurement programs (Raven, SRR, Blue UAS).Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit