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Problem Agitate Solution
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 26,550
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Pages 885
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16,411-16,440 of 26,550
17
The slide uses a dialogue format to highlight discrepancies in reported revenue figures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
18
The slide uses a dual-axis chart to correlate TSA throughput with year-over-year change, highlighting a recent decline.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
19
The slide uses a red flag icon to signal warning/danger.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
Includes a red box highlight on the 'EV / Current Year Sales' column to emphasize the valuation discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
Uses a red flag icon to highlight the risk factor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide serves as a narrative hook for the activist thesis, framing the subsequent investigation as a validation of external warnings.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
The slide uses a specific GAO protest document to undermine the company's credibility regarding operational efficiency.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
Includes excerpts from a legal complaint (Dahra Engineering vs L3 SDS).Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses a call-and-response structure to highlight evasion.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a table to highlight the discrepancy between stated goals and actual financial reporting.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a table to calculate implied international revenue and expose the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
Uses a call-and-response dialogue format to expose a potential misrepresentation of revenue sources.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a red flag icon and a red border around the final column to emphasize the contradiction.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses red text in the 'Description' column to highlight the word 'DEFECTIVE' as a rhetorical device.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
31
Uses a two-column layout to present two specific product lines (MV3D and ClearScan) with supporting images and claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
Uses red boxes to highlight career history and specific financial restatement data points.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Includes a snippet from a 10-Q filing and a table from a 2019 financial statement.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses red boxes to draw attention to specific financial figures and subsidiary ownership structures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses callouts to point to specific line items in the provided financial statement snippets to prove the overstatements.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
36
Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
37
Uses red arrows to visually emphasize the divergence/reversal trend in both charts.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
38
Uses a red flag icon to signal warning/fraud risk.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
39
The slide uses a pie chart to show bonus weighting and a table to show performance vs targets, highlighting the 148% outlier.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
40
Uses red arrows to emphasize negative trends in the data tables.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
71
Uses the Spruce Point Capital Management logo (pine tree) as a visual anchor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
72
Uses a red underline and arrow to visually connect the target claim with the activist's rebuttal.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
73
The slide uses a screenshot of a third-party research report as a base, with red callout boxes added by the activist to point out contradictions and missing risks.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
74
The slide uses a red arrow to visually connect the disclosure text to the balance sheet data, emphasizing the accounting nuance.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
75
The slide uses a table of analyst price targets to highlight the gap between market consensus and the activist's bearish thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
76
Includes 'Spruce Point Adj' row to highlight the impact of accounting adjustments on OCF and valuation multiples.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit