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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 421-450
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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421-450 of 10,649

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59
The slide uses red and green boxes to highlight price differences in store shelf photos, corresponding to the data tables below each image.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
60
Uses visual evidence (shelf photos) and pricing tables to undermine management's M&A rationale.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
61
The slide uses red and green boxes to highlight price tags on store shelves, likely indicating price discrepancies or premium pricing.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
62
The slide uses photographic evidence of shelf tags to justify the price premium calculations.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
63
The slide uses visual evidence of store-brand packaging (Equate) explicitly referencing Dramamine to support the thesis of competitive pressure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
64
The slide uses red boxes to highlight the higher price of the branded product and green boxes for the lower price of the store brand.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
65
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
66
Uses a dialogue-based format to illustrate the loss of shelf space.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
67
Uses a before-after visual comparison to argue for market share loss.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
68
The slide uses red circles and arrows to highlight the 'Compare to' language on competitor packaging.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
69
Uses photographic evidence to highlight disadvantageous shelf positioning at major retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
70
Uses photographic evidence to highlight shelf placement issues across four major retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
71
Uses photographic evidence to argue against the company's 'Power Core' brand strength narrative.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
72
Uses red bounding boxes and callouts to highlight shelf placement issues.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
73
The slide uses a red flag icon to highlight the removal of customer disclosure in the 2020 report.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
74
Uses a dialogue-style format to contrast Spruce Point's inquiry with expert testimony.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
75
Uses screenshots of news articles as evidence to support the thesis that generic drugs have no competitive advantage.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
76
Uses visual evidence (photos with callouts) to demonstrate poor product placement/visibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
77
The slide uses photographic evidence of retail shelves to highlight poor shelf positioning (bottom row) and mixed product placement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
78
Uses visual evidence of shelf pricing to highlight price premiums.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
79
Uses 'Spruce Point View' callouts to frame external news articles as evidence for their thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
80
The chart shows a trend of increasing ACV percentages over time, which the author interprets as a sign of limited future growth potential.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
81
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management claims and operational reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
82
The slide uses visual evidence (screenshots) to show how retailers manipulate search rankings to favor their own brands.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
83
The slide uses a combination of product imagery and trend data to argue that Amazon is successfully encroaching on PBH's market share.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
84
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
85
The table highlights a trend of increasing deal sizes and multiples over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
86
The chart uses a bar-vertical format with an overlay trend line and a specific callout for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
87
The slide uses three specific acquisition examples (Fleet, DenTek, Insight/Hydralyte) to demonstrate the pattern of disclosure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
88
Uses a combination of data tables and quote-based contradiction analysis to undermine management credibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits