slides · global inventory
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Matching slides 118,471
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33,841-33,870 of 118,471
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The slide uses a grouped bar chart to show the divergence between rising sales and negative operating cash flow.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster2 hits
24
Uses a contrast-pair framework to juxtapose the 'convicted felon' history of DriveTime with the 'sexy tech' branding of Carvana.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
27
Uses visual juxtaposition of two similar tow trucks to imply business model failure.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
44
Uses Spruce Point Capital Management branding; includes excerpts from SEC filings (10-Q, S-1) annotated with critical commentary.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
53
Uses screenshots of the checkout flow to demonstrate the lack of accessible terms.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
55
The slide uses screenshots of Reddit threads as evidence of customer complaints regarding GAP coverage.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
60
The slide uses a bar chart to highlight Carvana (CVNA) against peers (SAH, GPI, AN, PAG, KMX, LAD) with a horizontal line indicating the industry average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
61
The slide uses stacked bar charts to contrast revenue and GPU composition between the two companies.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
63
The slide uses a process flow to explain the financial mechanics of the business model.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
66
Uses a combination of a stylized line chart and a pie chart to illustrate a discrepancy in loan pricing and credit quality.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
68
Uses a quote from CarMax's 10-K to establish a market standard for subprime lending.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
50
The slide uses a table of financial data to point out specific accounting anomalies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
51
Uses screenshots of financial filings (20-F) to highlight lack of transparency in asset disposal reporting.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
57
The slide uses a 'reconciling inconsistencies' table to show that despite individual line item differences, the final 'Net cash provided by operating activities' remains identical, which the author flags as suspicious.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
63
Includes a snippet from a 20-F filing and a table comparing Q1/Q2 2018 financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test2 hits
67
The slide uses a combination of a stacked bar chart showing cash decline and a screenshot of a 2011 investor presentation to highlight a contradiction between historical policy and current management rhetoric.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test2 hits
75
The slide uses three line charts to compare reported vs. adjusted margins, suggesting accounting manipulation to meet analyst expectations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
77
Uses a combination of a line chart and two side-by-side financial table excerpts to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
79
The slide uses a hypothetical estimate calculation to quantify the impact of undisclosed factoring on DSO metrics.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
97
Uses red arrows and circles to highlight suspicious trends in option pricing and discounts.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
99
Includes a direct excerpt from the FY 2018 20-F filing with red-box highlights on the accounting method.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
101
The slide uses SEC filing excerpts to demonstrate the obfuscation of beneficial ownership by company insiders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 2 hits
115
Uses direct quotes from earnings calls to highlight the contradiction between management's narrative and the acquisition timeline.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 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
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
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