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 3,151-3,180
Pages 2,019
Rows per page 30
Component
3,151-3,180 of 60,568
12
The slide uses a table to show historical margin trends and a quote from the 10-Q to contrast management's explanation with the activist's skepticism.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
22
Uses a table of insider holdings and compensation to frame the payout as an unearned reward for failure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
28
The slide uses a process-flow style layout to contrast internal vs. external documents.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
33
Uses a callout box to emphasize the contradiction and the strategic implication for the buyer (Advent).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
36
Includes two tables comparing actual vs consensus performance and a callout box highlighting management's awareness of the negative impact on offer prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
52
Includes a snippet of Avira's consolidated income statement and a comparative table of acquisition metrics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
53
Includes a bridge-like logic showing how different sales multiples and pandemic adjustments lead to lower implied share prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
46
Uses a 'GFL Claim' vs 'Spruce Point Reality' structure to highlight the contradiction.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
49
Uses red and blue boxes/arrows to visually link and contrast specific line items across two different financial tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
Uses red boxes and arrows to visually link and contrast specific revenue figures across two different financial documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
51
Uses red boxes to highlight specific line items (Material Recovery) that show significant discrepancies between the two reporting periods.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 2 hits
24
Includes a timeline-style diagram showing the shift in terminology and a table comparing revenue definitions over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
29
Uses annotated tables and news clippings to build a case against the current audit partner.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
37
The slide uses two tables (annual and quarterly) to demonstrate the trend of increasing DSO, DIO, and overall cash conversion cycle.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
49
Uses a red box to highlight the contradiction between the CEO's quote and the actual revenue growth figures in the table.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
51
Uses red boxes and arrows to highlight specific financial discrepancies in working capital and receivables growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
62
The slide uses photographic evidence of shelf tags to justify the price premium calculations.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
73
The slide uses a red flag icon to highlight the removal of customer disclosure in the 2020 report.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
100
The slide uses excerpts from various annual reports to demonstrate industry standards for revenue breakdown.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
107
The slide uses a before-and-after comparison of investor presentation tables to show the change in reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
113
Uses red callout boxes to highlight the activist's critique of specific proxy statement excerpts.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
114
Highlights how proxy statement changes incentivize revenue growth over margin growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
115
The slide uses a before-after comparison of proxy statements and a peer benchmark table to expose the contradiction in management's stated focus on profitability vs. actual compensation incentives.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
69
The slide uses a side-by-side comparison of two financial tables to point out inconsistencies in how Amcor treats non-recurring items.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
70
Uses red boxes and arrows to highlight specific line items in financial tables to demonstrate the contradiction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
72
The slide uses a red box to highlight the specific FCF figures being compared between the proxy and the actual performance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
80
The slide uses a 'guilt by association' framing to undermine the credibility of the target company's auditor.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
83
The slide uses a red box to highlight high percentage payouts and a red box to highlight the 'suspect' nature of the financial targets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
89
The slide uses a red box to highlight the specific fundamental owners (American Century and Mairs & Power) who have been selling, directly contradicting the CEO's quote.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
93
Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution2 hits