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 3,061-3,090
Pages 2,019
Rows per page 30
Component
3,061-3,090 of 60,568
11
Includes a table comparing planned vs. actual capex and a secondary table showing useful life of assets to support the argument of deferred maintenance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
26
Uses red dashed lines to connect press release claims to actual lower performance in tables.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
27
Uses hypothetical financial modeling to demonstrate how a 'dip and rebound' pattern in acquisitions creates a temporary, misleading acceleration in reported core growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
33
Uses a comparison of two earnings call transcripts to expose management's shifting methodology.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
46
Includes a table comparing capex forecasts vs actuals, and a table showing useful life of assets vs depreciation, highlighting a potential maintenance capex cliff.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
19
Uses a bridge-like logic to compare current benefits vs. opportunity cost.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
20
The slide uses red arrows to link a calculated net gain from one table directly into the parity calculation of the second table.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
25
Uses color-coded text (green/blue/red) to highlight changes in legal disclosures between fiscal years.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
18
The slide uses a 'Failure' label to characterize management's M&A strategy, contrasting deal performance with rising leverage.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
43
Uses red lines to visually connect the analyst question to the CFO response, and then to the contradictory text blocks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
59
The slide uses red boxes to highlight the declining acquisition revenue figures ($102.1m -> $84.8m -> $78.8m).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
72
The slide uses a before-and-after comparison of financial statements to highlight accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
73
Uses historical 1995 10-K data vs 2018 10-K data to highlight opacity and margin decline.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
24
The slide uses two tables to show implied market share by procedure count and dollar value, highlighting the decline in share over time as a point of skepticism.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
53
The slide uses two distinct sensitivity tables to demonstrate that even under various pricing and adoption assumptions, the total addressable market is significantly smaller than Axon's market cap increase.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
68
The slide uses red boxes to highlight specific companies (MACE Security, Applied Energetics) as examples of poor comparables.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
38
Includes a detailed table of acquisitions and a summary table of financial impact.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
44
Uses a combination of bankruptcy filings and earnings call transcripts to highlight a discrepancy between reported organic momentum and acquired revenue potential.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
The slide uses a 'cite_precedent' strategy to validate the activist's own thesis by highlighting that another institutional investor shares similar concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
52
Uses a direct comparison of two text sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
Uses a waterfall-style logic to subtract inorganic revenue from management's total cloud revenue guidance to isolate organic performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
Uses red arrows and callouts to emphasize the divergence in revenue and earnings impact between the two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
68
The slide uses red arrows to link specific non-GAAP adjustments in the reconciliation tables to critical questions about the validity of those adjustments.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
75
The slide uses a combination of tables and a bar chart to contrast compensation, operational efficiency, and stock performance.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
The slide uses red highlighting to draw attention to specific line items in two separate reconciliation tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
83
The slide uses red boxes to highlight specific line items in the tables that the author takes issue with.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
99
Uses red boxes and arrows to link the table data to the 10-K text excerpt.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits
100
Uses red boxes to highlight the specific line item being questioned across two different financial tables.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits
101
Includes a bridge from total liquidity to net debt calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits
106
Uses a 'Sell Side Drinking The Kool-Aid' framing to mock analyst optimism.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction2 hits