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Matching slides 96,741
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301-330 of 96,741
54
The slide uses red underlining to emphasize the connections between Cintas and E&Y.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory5 hits
34
Uses callout boxes to link specific user complaints to the Reddit community page screenshot.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle5 hits
53
Uses a 'villain' framing technique to discredit the executive by linking him to past corporate failures.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 5 hits
42
Uses a bar chart with an estimated Q4 bar to highlight the gap between management guidance and implied performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 5 hits
128
Uses a dialogue-style callout format to simulate a debate between the analyst's thesis and the activist's critique.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction5 hits
60
Uses a series of callout boxes to highlight specific quotes and financial data points.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction5 hits
13
Uses a before-after comparison of reported vs. adjusted metrics to highlight the impact of accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment5 hits
25
Uses a 'villain' narrative structure to highlight Verint's competitive disadvantage.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)5 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 5 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 5 hits
72
Uses excerpts from 10-K filings to contrast accounting policies.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
89
Uses callout boxes to contrast management quotes with actual data shifts.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction5 hits
24
Uses a 2x2-style layout to contrast legacy vs new technology across two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 5 hits
54
The slide uses stacked bar charts to contrast incremental and total market share between two competitors.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 5 hits
78
The slide uses a stacked bar chart to compare reported GPU against adjusted scenarios to highlight the impact of specific accounting choices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem5 hits
62
Uses a timeline/process flow to show the evolution of the company's narrative vs. actual financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test5 hits
12
The slide uses a Bloomberg terminal screenshot as the primary evidence to correlate specific corporate events with share price decline.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal5 hits
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction5 hits
53
Includes a valuation bridge from current run-rate to downside, and comparative store density metrics against WMT, DG, and DLTR.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution5 hits
51
Uses a 'Spruce Point Interpretation' callout box to frame the transcript excerpts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
52
Uses a side-by-side comparison of primary source text and analyst interpretation to expose management's pivot away from organic growth.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
53
Uses a side-by-side comparison of management quotes and activist commentary to expose contradictions or strategic weaknesses.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction5 hits
18
The slide uses a 'before-after' framing to contrast management's 2013 forward-looking statement with the 2013-2017 historical data.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate5 hits
05
The slide uses a line chart as the backbone for a timeline of activist interventions.Forward Air Corporation (FWRD) · Ancora
Activist deck Activist investor 5 hits
13
The chart uses a gradient background and callout boxes to correlate stock performance with specific business events.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Background and Business5 hits
21
Oasis Management activist deck slide regarding Kao Corporation's global strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)5 hits
102
The slide uses a combination of qualitative callouts and a quantitative table to illustrate the SEO gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 5 hits
14
The slide uses a scorecard format to systematically dismantle the leadership's credibility across talent, strategy, capital allocation, and execution.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment5 hits
66
The chart uses a waterfall-style logic to show how a 10x price increase is offset by customer losses to result in only 2.5x revenue growth.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 5 hits