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Matching slides 37,461
Current window 14,671-14,700
Pages 1,249
Rows per page 30
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14,671-14,700 of 37,461

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60
Uses red underlining and a red arrow to visually connect the two directors through the Touchstone Investments entity.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
61
Uses a 'callout' style to contrast company claims with investor transparency issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
62
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
63
Uses a screenshot of the Cintas investor relations page with a red box and arrow highlighting the Cramer content.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
64
The slide uses analyst consensus to argue for a bearish thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
66
Includes footnotes regarding specific deal adjustments.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses a Bloomberg terminal screenshot to validate the valuation thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
68
Includes a direct quote/excerpt from a Moody's credit report.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
69
The slide highlights that Cintas's valuation multiples (P/E, EV/EBITDA, Price/Book) are higher than the peer average despite similar growth and dividend profiles.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
70
The slide uses a consistent red color for the target company (CTAS) to emphasize its outlier valuation status relative to peers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
41
Uses a quote from Dropbox's financial disclosures to highlight the nature of their equipment leases.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a red box to highlight specific text and table rows to draw attention to the capital lease payments.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
Uses a quote from the IPO prospectus to frame the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
The slide uses a table to highlight the discrepancy between management's 'high single digits' guidance and the actual rising percentage of revenue.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
The slide uses a table to contrast broker estimates against revenue to show the impact of capital lease repayment modeling.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
The slide uses a callout box to emphasize the outlier status of Dropbox (highlighted in orange) compared to the peer group.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
The slide argues that Dropbox's reported FCF is overstated by ignoring operational costs classified as financing activities.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses a red arrow to highlight the specific line item 'Payments of capital lease obligations' in Box's financial table.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
49
Uses a combination of text analysis of SEC filings and a table of intangible assets to highlight accounting inconsistencies.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
The table demonstrates the impact of changing accounting treatment for commission costs on operating income.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
Includes a specific quote from company filings and a table showing the pro forma adjustment to book value.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
Uses two tables to show the static $13.0m patent value across different reporting periods (2016-2019).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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Includes a callout box with a quote from Morningstar analyst John Barrett.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
Includes two expert quotes and a comparison table of two precedent transactions (Intralinks and Carbonite).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide highlights specific financial metrics where Spruce Point expects underperformance due to churn and rising costs.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit