slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 2,971-3,000
Pages 2,019
Rows per page 30
Component
2,971-3,000 of 60,568
17
Includes two tables from SEC filings (10-K) with red callout boxes highlighting 'Change in bank overdrafts' and 'Book and bank overdrafts'.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
25
Includes a callout box referencing a 2008 SEC vs United Rentals complaint as a historical precedent for similar accounting improprieties.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
27
Includes a table of quarterly financial data and a comparison to a historical precedent (URI SEC complaint).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
30
The slide uses red boxes to highlight specific line items in financial tables that the author deems aggressive or questionable.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
31
Uses a red arrow with a strike-through to visually represent the disconnect between revenue and cash flow.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
31
The slide uses a red bar to highlight the 2018 record low in insider ownership.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory2 hits
25
Includes a mix of bar charts, comparative tables, and callouts to support the thesis of market saturation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
34
Uses two tables to demonstrate financial inconsistencies; includes a callout box questioning management's transparency.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
44
The slide uses a dual-table layout to juxtapose corporate capital allocation (buybacks) against individual insider behavior (selling).Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
49
Uses a reverse-valuation (implied growth) approach to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
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 · Solution2 hits
28
The slide uses a before-after comparison to show that the company reverted to poor disclosure practices after an initial SEC intervention.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
30
The slide uses a side-by-side comparison of two cash flow statements to demonstrate the impact of the accounting reclassification.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
18
Uses a callout box to zoom in on Note 6 of the financial statements to show the lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
25
Uses a peer benchmark to expose accounting aggressive behavior.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
29
Highlights the discrepancy between the 2013 figures reported in the 2013 Annual Report versus the 2014 Annual Report.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
42
Includes a callout box highlighting the discrepancy and a table showing pro-forma adjustments.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown2 hits
48
Uses financial statement excerpts to highlight a discrepancy in asset valuation and classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
50
Includes a direct quote from the CEO and a comparison of two financial guidance tables to highlight the D&A reduction.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
62
Uses a quote from a Q1'17 conference call to establish the baseline of management's previous optimism.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
63
The slide uses arrows to indicate ownership trends (green up, red down).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
14
Uses red circles and arrows to highlight negative trends in the data tables.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
17
Uses a comparison of two text blocks to highlight a change in corporate strategy language.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
23
The slide highlights a discrepancy between the 'typical' program metrics (300-500 students) and the metrics required to hit guidance (480-500 students).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
27
Uses a callout box to highlight the 40% drop in tuition costs for newer cohorts.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
32
The slide uses a combination of financial tables and qualitative callouts to debunk the scalability of 2U's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test2 hits
40
The slide uses a 'bridge' logic to derive the residual value of future growth expectations.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
61
Includes a red box highlight on the '% Rev to Platform' column in the bottom table.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits