slides · global inventory
Overcoming Monster
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Matching slides 10,649
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4,231-4,260 of 10,649
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Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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The slide uses a comparison table to demonstrate the firm's track record in Israel.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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This is a classic activist short thesis slide, structured as a list of 'Hallmark Indicators' and 'M&A' concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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This is a classic activist short thesis slide, structured as a list of red flags.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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This is a classic activist short thesis slide, structured as a list of grievances.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a 'Have We Seen This Before?' column to reinforce the pattern recognition argument.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a 'Yes' column to emphasize the repetition of negative patterns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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Uses red arrows to highlight the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Includes a red arrow annotation on the chart to highlight the divergence between acquisition spend and OCF.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Uses red boxes to highlight signatures in the provided document screenshots.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a 'Spruce Point Adj Estimates' column to contrast against 'Street and DOX Figures', illustrating the firm's thesis on inflated earnings and hidden debt.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide highlights the dependency of Amdocs on a stagnating telecom sector.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses two line charts to demonstrate AT&T's financial stagnation as a proxy for risk to Amdocs.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Uses a 'quote vs. rebuttal' structure to expose management narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Uses employee testimonials to frame the company as a legacy IT services firm rather than a modern tech innovator.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Uses analyst call quotes and regional revenue growth charts to highlight volatility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Uses a numbered callout system to map the flow of a specific Q&A exchange.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Uses a 'he said/she said' format to expose management obfuscation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses callout speech bubbles to contrast analyst questions with evasive management answers from Q1 FY 2016 and Q4 FY 2015 earnings calls.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Uses a bar chart to contrast growth in acquisition vs non-acquisition periods and a summary table to quantify the difference.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
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The slide uses a bar chart to contrast growth rates and a summary table to quantify the performance gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
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The slide uses a grid of screenshots of acquired company websites to visually demonstrate the lack of integration.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
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Uses a collage of news clippings and a central callout to synthesize a narrative of management misdirection.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
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The slide uses a 'villain critique' approach by citing past legal testimony to question current management integrity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
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Uses screenshots of 20-F filings and LinkedIn analytics to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
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Uses screenshots of Glassdoor reviews with red underlines highlighting negative sentiment.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit