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 3,091-3,120
Pages 2,019
Rows per page 30
Component
3,091-3,120 of 60,568
18
The slide uses a 'villain' framing technique to associate the company with a fatal negligence case.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
45
Uses a red-box callout to highlight the discrepancy between management's guidance and the calculated amortization based on the 10-K.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test2 hits
56
Uses a red flag icon to highlight the discrepancy in EPS reporting for incentive plans.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
57
The slide uses a red box to highlight the specific $0.15 EPS impact and a callout box to pose a rhetorical question about the exclusion of this item from adjusted EPS.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
28
Includes a quote from an analyst (Mark Mahaney) that the slide author is preemptively refuting by highlighting the high cost per customer.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
38
The slide uses two tables to show the progression from raw cash flow data to derived valuation multiples.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
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 Victory2 hits
09
The slide uses a 'before-after' style logic to contrast capital deployment with performance outcomes.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
13
Uses red arrows and highlighted text to draw attention to the discrepancy between management's 'faster/stronger' claims and the implied revenue growth deceleration in the projections.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
16
Uses a timeline table and footnote comparison to expose the accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
26
The slide uses two tables to demonstrate the accounting maneuvers: one for location composition and one for EBITDA adjustments.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
27
Uses a 'cookie jar' accounting metaphor to describe the creation of bad debt reserves.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
28
Uses a red arrow to visually link the calculated 4.5% adjustment to the peer comparison table.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
31
The slide uses a 'before-after' style logic to contrast capital expenditure with performance metrics.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
32
Uses a causal chain/process flow to demonstrate how the accounting adjustment leads to a missed target if corrected.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
35
Uses a callout box to bridge the gap between the two tables, highlighting the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
41
Includes a Bloomberg terminal screenshot showing historical EV/EBITDA expansion.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
20
Includes company overview, market data, financial metrics, credit ratings, and segment-specific breakdowns for Retail, REIT, and Financial Services.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)2 hits
46
Uses a quote from management to contrast with the analyst's interpretation of the financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
51
Uses a 'villain critique' style to highlight management's past failures and lack of specifics.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
62
Uses quotes from earnings calls to build a case for hidden financial mechanisms.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
71
Uses a 'contrast-pairs' framework to juxtapose analyst optimism against activist skepticism.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
72
Includes red callout boxes highlighting the 'Gain/loss on disposal of property' line items.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
86
The slide uses a comparison table to highlight the gap between consensus estimates and the reality of underlying earnings growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade2 hits
63
The slide uses a 'reversal' methodology to demonstrate the impact of accounting choices on reported EPS.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
65
The slide uses red highlighting to draw attention to specific line items in the tables that the author deems problematic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
12
Uses a peer benchmark table to justify the adjustment assumptions applied to the financial model on the left.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg2 hits
30
The slide uses a two-part table structure: a revenue/inventory adjustment model on the left and a peer benchmark comparison on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
82
Uses red boxes to highlight the specific restated figures and a callout box to anchor the stock price drop to the news event.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
86
Uses visual evidence (photos) and public records (sales history, FAA data) to build a narrative of executive enrichment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits