Matching slides 40,452
Current window 14,641-14,670
Pages 1,349
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Beat

14,641-14,670 of 40,452

filter-aware
21
Uses Wayback Machine screenshots as evidence of historical website changes.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
22
The slide uses a 'before-after' comparison to expose a contradiction in the company's market sizing narrative.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
23
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
24
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
25
The slide uses a red box to highlight the cessation of 'ARPU (customer)' reporting and the shift to 'ARPU (locations)'.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
26
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
27
Uses a red flag icon to signal a warning/red flag to investors.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
28
The slide uses a red flag icon to signal a warning or contradiction in the company's reported financial performance.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
29
Uses a contrast-pairs framework to highlight the discrepancy between LSPD's messaging and its peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
102
The slide uses a chronological table format to contrast management's public statements with the lack of SEC-mandated disclosures.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
103
Uses red flags and arrows to point out specific omissions in corporate reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
104
The red box highlights the specific columns removed from the 2016 report in subsequent filings.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
105
The slide uses a red flag icon to draw attention to the negative net change in recent years.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
106
The slide highlights brands with declining market share in red text.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
107
The slide uses a before-and-after comparison of investor presentation tables to show the change in reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
108
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
109
The slide uses a red box to visually contrast executive salary growth percentages against the significantly lower organic revenue growth percentages.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
110
Uses red 'X' marks to denote failure/misalignment and green checkmarks for proposed alignment.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
111
The slide uses a red box to highlight the 'Miss' vs 'In-line' performance metrics, contrasting them with the 'Total AIP + Stock Awards' row.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
112
Uses red callouts to highlight contradictions between proxy statements and reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
113
Uses red callout boxes to highlight the activist's critique of specific proxy statement excerpts.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
114
Highlights how proxy statement changes incentivize revenue growth over margin growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
115
The slide uses a before-after comparison of proxy statements and a peer benchmark table to expose the contradiction in management's stated focus on profitability vs. actual compensation incentives.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
116
The slide uses a red arrow overlay to emphasize the downward trend.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
117
The slide uses red boxes to highlight the 'New Peer Group Index' performance compared to the 'Old Peer Group Index' and other benchmarks.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
118
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
121
The slide uses a table of analyst ratings and a stock price/target chart to highlight the disconnect between market reality and analyst optimism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The table calculates Equity Value and Value Per Share based on varying EBITDA multiples.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit