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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 4,561-4,590
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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4,561-4,590 of 10,649

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01
Slide 1
The visual metaphor uses a rat on the 'Sell' side of a scale, implying a negative outlook or 'rat-like' behavior in the company's earnings reporting.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
02
Mettler-Toledo International, Inc. (MTD)Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide serves as a credibility-building 'track record' page for an activist investor.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
04
Mettler-Toledo International, Inc. (MTD)Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
05
The slide uses a three-part structure to categorize allegations: financial performance, organizational structure, and historical audit issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
06
The slide uses a 'villain' framing technique to highlight governance and accounting risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
07
The slide uses a vertical layout with three distinct thematic blocks (Accounting, Inventory, Tax) linked by red arrows to emphasize a downward trajectory of risk.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
38
The slide features the Spruce Point Capital Management logo (the tree).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
39
The slide uses a red flag icon and red text boxes to highlight suspicious language in the company's disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
40
The slide uses a 'villain critique' style to highlight management's inconsistent messaging regarding their ability to forecast warrant impacts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
41
Uses SEC correspondence to validate the claim of aggressive accounting.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
42
The slide uses red circles and lines to draw attention to the Q4 2016 warrant expense and the corresponding percentage of revenue, contrasting it with Q4 2018.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
43
Uses a red line to visually connect the public statement to the fine print.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
44
Uses red underlines and callout boxes to highlight specific phrases in SEC filings and contract excerpts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
45
Uses a red flag icon to highlight the lack of disclosure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
46
The slide uses a forensic accounting approach to reverse-engineer cash flows from warrant disclosure data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
47
Uses SEC disclosure excerpts to frame the contradiction.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
48
Includes a callout box calculating the impact of the missing warrants on EPS.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
49
The slide uses a combination of a financial table (left) and a normalized earnings bridge/calculation (right) to expose accounting manipulation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
50
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
51
Uses a side-by-side comparison to highlight the contradiction between the 'special bonus' justification and the subsequent resignation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
52
Uses a combination of biographical text, a press release snippet, and a legal complaint header to establish a pattern of behavior.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
53
The slide uses a table to link the CFO's past employer (MRV) and the current auditor (Kost Forer Gabbay & Kasierer) to 'notable failures' in other companies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
54
Uses a contrast-pairs approach to highlight the discrepancy between the quiet resignation and the loud marketing of new tech.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
55
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
56
Uses SEC filings to highlight the complete divestment of the largest shareholder.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
57
The slide uses a table to highlight that current market prices are already at or near analyst price targets, suggesting a lack of upside potential.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
58
The slide uses a blue line for the metric and an orange line for the historical average.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
59
The slide highlights the disconnect between Kornit's high valuation multiples (P/E, EV/EBITDA, EV/Sales) and its peer group averages.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
60
The slide uses a valuation bridge approach to justify a significant downside based on normalized revenue and cash flow expectations.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit