Matching slides 11,188
Current window 5,911-5,940
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all

Beat

5,911-5,940 of 11,188

filter-aware
11
The slide uses a side-by-side comparison of two SEC filings to show the discrepancy in 'Other assets' and 'Other current liabilities'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Uses side-by-side comparison of earnings releases and presentation tables to show manipulation of 'Cash Flow' definition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses a mapping technique to link specific growth claims to critical assessments.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a series of CEO/CFO quotes to demonstrate a shift in narrative over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a callout-style timeline to contrast management statements over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
Uses a 'villain critique' style to frame management's explanation as 'rambling gobbledygook'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a combination of historical CEO quotes and industry expert testimony to highlight a potential strategic omission by management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a call-and-response format to highlight skepticism regarding corporate margin reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
Uses a call-and-response format to validate the activist thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a call-and-response structure to undermine company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
23
Uses expert testimony to undermine management's growth narrative for the RFID segment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
The chart illustrates the 'V-shaped' drop in retail sales for clothing and accessories during the pandemic.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
Uses a dialogue-based format to highlight discrepancies between management's narrative and industry expert insights.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
Uses a 'villain' framing by highlighting how private equity-driven consolidation shifts bargaining power away from Avery.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
Uses direct quotes from 2018 and 2019 annual reports to build a case for potential goodwill impairment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a red bracket to visually group the 2020 departures as 'Accelerated Departures'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses screenshots of Glassdoor reviews to validate claims of operational chaos and poor management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
30
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
31
Includes a specific callout box citing a 2015 10-K regarding accounting errors.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
32
The slide uses red 'X' marks to visually emphasize the negative nature of the missing disclosures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
37
Uses a red box and arrow to visually link the old and new terminology in the financial tables.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit