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slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,568
Current window 3,001-3,030
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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3,001-3,030 of 60,568

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26
Includes excerpts from legal filings (Complaint and Counter-Allegations) to support the activist thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
38
Includes customer reviews from Amazon and a market share table showing Frontline's decline.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
58
Includes a specific callout questioning the accounting treatment of rent as SG&A rather than COGS.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
70
The slide uses financial tables to contrast standalone performance with combined pro-forma results to argue that synergies are not materializing.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
71
Uses red boxes and arrows to draw attention to specific accounting adjustments in financial tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
77
The slide uses a direct excerpt from a company filing to demonstrate accounting manipulation or incompetence.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
80
Uses excerpts from legal documents to build a narrative of anti-competitive behavior.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
88
The slide uses two tables and two bar charts to demonstrate the divergence between reported adjusted metrics and GAAP/cash flow metrics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
92
The slide uses two tables to correlate analyst ratings with their respective roles in equity raises, implying a quid-pro-quo relationship.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Includes a red box highlight on the total budget decline percentages.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
62
Uses a 'CEO quote contradiction' framework to contrast past management statements with current market realities.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
25
Uses red boxes and arrows to draw attention to specific line items in balance sheet tables.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
32
Uses a red box to highlight the discrepancy between the organic revenue adjustment and the actual FX loss reported in the 10-K.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
34
Includes a precedent citation from a 2008 SEC complaint against United Rentals to establish a pattern of behavior.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
36
Uses red boxes to highlight missing or changed data points between two reporting periods.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
47
Includes a callout box highlighting the lack of transparency in compensation metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
37
Uses red arrows and brackets to highlight the disconnect between asset value growth and square footage distribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
52
Uses a visual mapping technique to show the transition from gross to net reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
54
Uses red arrows and callouts to highlight the change in line item description while the underlying accounting figures remain consistent.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
56
The slide uses two tables to demonstrate a discrepancy between historical asset sale reporting and recent periods where gains are reported as zero.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
59
Uses red arrows and callout boxes to highlight specific discrepancies in financial reporting terminology.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
82
The slide uses a 'Spruce Point Adj. EPS' calculation to challenge the company's reported earnings quality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
83
The slide uses two tables to demonstrate that borrowing is short-lived and investment activity is offsetting, suggesting potential financial manipulation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
95
Uses a comparison of two 20-F filings to highlight a governance deficiency.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
116
The slide uses two distinct valuation bridges to derive revenue estimates for Utiba.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits
117
Uses a side-by-side table comparison to expose management's claim of 'immaterial' revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits
119
The slide uses historical financial data from Comverse 10-Qs to challenge Amdocs management's narrative regarding the acquired assets' performance and revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits
120
The slide uses a side-by-side table to contrast management's reported inorganic contribution against the analyst's higher estimate, showing the impact on organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits
122
Uses a side-by-side table comparison to highlight the discrepancy in organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits
124
The slide uses a side-by-side table comparison to expose management's potentially misleading organic growth figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits