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Matching slides 42,534
Current window 19,261-19,290
Pages 1,418
Rows per page 30
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19,261-19,290 of 42,534

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55
The slide features the Spruce Point Capital Management logo (a pine tree).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
56
The slide uses the analyst consensus to argue that the market is being misled by sell-side optimism.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
57
The slide uses a visual 'villain' framing by associating the CEO with Jim Cramer's show to imply superficiality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
58
The slide uses a classic 'Concern vs. Assessment' table structure common in activist short reports to systematically dismantle company guidance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
62
The slide uses a 'Spruce Point Normalized' column to adjust XPO's reported figures, effectively performing a forensic accounting reconciliation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
63
Includes specific callout box explaining the selection of peer companies for comparison.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
65
XPO Logistics, Inc. (XPO)XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
66
The slide uses a 'precedent_table' to show that the target company's narrative is a common industry trope, undermining its value proposition.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
67
Includes red box annotations highlighting data discrepancies in IT professional counts and zero patent counts.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
68
Uses a list of media headlines to demonstrate a coordinated PR effort.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
50
The slide uses a table to show current valuation premiums and line charts to show historical multiple expansion.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
51
The slide uses two distinct tables to contrast Dollarama's valuation multiples and margins against two different peer groups, using red boxes to highlight the premium gap.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
52
Includes a bubble chart comparing EBITDA vs Gross Margin and two bar charts for P/E and EV/EBITDA multiples.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
53
Includes a valuation bridge from current run-rate to downside, and comparative store density metrics against WMT, DG, and DLTR.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 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