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slides · global inventory

Overcoming Monster

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

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Matching slides 10,649
Current window 4,261-4,290
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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4,261-4,290 of 10,649

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32
Uses excerpts from a legal filing (Kerry Chambers, et al. vs. Amdocs Limited, et al.) to highlight discrepancies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
33
The slide uses a detailed table to reconstruct organic growth by subtracting inorganic contributions and FX impacts from total sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
34
The table breaks down inorganic sales contributions by specific acquisition and adjusts for FX impact to derive estimated organic sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
35
The slide uses a red circle to draw attention to the recent quarters where the Spruce Point estimate shows significant negative growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
36
Spruce Point Capital Management branding (pine tree logo).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
Uses red arrows and brackets to highlight the disconnect between asset value growth and square footage distribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses visual evidence (photos) and data trends to challenge the company's 'tech' narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
105
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
The slide uses a table to show analyst price targets and recommendations to contrast with the activist's bearish thesis.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
The slide uses a table to contrast historical performance (FY19-20) with forward-looking qualitative assessments (FY21-23) and quantitative downside targets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
112
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
113
Uses a 'villain critique' style to highlight the discrepancy between management's stated inorganic growth contribution and the analyst's calculated figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
115
Uses direct quotes from earnings calls to highlight the contradiction between management's narrative and the acquisition timeline.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
116
The slide uses two distinct valuation bridges to derive revenue estimates for Utiba.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
117
Uses a side-by-side table comparison to expose management's claim of 'immaterial' revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
118
The chart shows a clear divergence between management's organic growth figures and the activist's estimates, particularly in later quarters.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
119
The slide uses historical financial data from Comverse 10-Qs to challenge Amdocs management's narrative regarding the acquired assets' performance and revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
120
The slide uses a side-by-side table to contrast management's reported inorganic contribution against the analyst's higher estimate, showing the impact on organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
121
The slide highlights the gap between management's optimistic guidance and the activist's more pessimistic organic growth estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
122
Uses a side-by-side table comparison to highlight the discrepancy in organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
123
The chart highlights a discrepancy between management's implied organic growth and the activist's estimate, which is consistently lower and often negative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
124
The slide uses a side-by-side table comparison to expose management's potentially misleading organic growth figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
125
The chart highlights a discrepancy between management's optimistic organic growth projections and the analyst's more conservative estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit