slides · global inventory
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Matching slides 118,471
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33,901-33,930 of 118,471
11
Uses primary source excerpts from 10-Q and 8-K filings to establish a pattern of past governance issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
32
Includes excerpts from auditor reports and a red arrow indicating the progression of findings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
59
Uses screenshots of LinkedIn profile and SEC SD form to prove the contradiction.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table2 hits
72
Red arrow connects the restated 2008 figure in the 2009 10-K to the original 2008 figure in the 2008 10-K.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
120
The slide uses a quote from the company to highlight the contradiction between 'objective financial criteria' and the actual metrics used.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 2 hits
129
Includes a table of financial data and callouts pointing to specific suspicious figures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
20
Uses a 'before/after' or 'expectation vs reality' framing to highlight management turnover.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
36
The slide uses a visual 'plus' and 'not equal' sign to highlight the mathematical failure to reconcile quarterly sums to the annual total.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
69
The slide contrasts current peer selection with a historical list from 2008 to show a shift in narrative.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory2 hits
09
Uses a direct comparison of two sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment2 hits
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)2 hits
23
The slide uses a before-after framing to contrast the post-acquisition performance of two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
39
Uses red arrows and boxes to highlight the lack of disclosure in the 10-K and the implied valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)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
56
Uses a comparison table to show that Verint is the only company in the peer group not reporting key cloud metrics.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
60
The slide uses red underlining to draw attention to specific phrases in the 10-K excerpt that support the activist's thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
63
Uses a direct quote from the company's 10-K to frame the contradiction.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
96
The slide uses a two-table structure: one for P&L adjustments and one for the valuation bridge to per-share value.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
08
This is a classic activist short thesis slide, combining governance red flags (CEO resignation, insider selling) with valuation concerns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication2 hits
26
Uses a table to contrast GAAP revenues and inventory levels across 2018 quarters to suggest aggressive revenue recognition.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
37
Uses red underlining to highlight specific claims in analyst reports that the activist intends to refute.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
41
Uses SEC correspondence to validate the claim of aggressive accounting.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
43
Uses a red line to visually connect the public statement to the fine print.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
44
Uses red underlines and callout boxes to highlight specific phrases in SEC filings and contract excerpts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
48
Includes a callout box calculating the impact of the missing warrants on EPS.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
51
Uses a side-by-side comparison to highlight the contradiction between the 'special bonus' justification and the subsequent resignation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
52
Uses a combination of biographical text, a press release snippet, and a legal complaint header to establish a pattern of behavior.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
53
The slide uses a table to link the CFO's past employer (MRV) and the current auditor (Kost Forer Gabbay & Kasierer) to 'notable failures' in other companies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits