anlak storytelling
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slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 40,951-40,980
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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40,951-40,980 of 110,355

filter-aware
10
Uses a red box and arrow to visually anchor the comparison between the 2007 baseline and the 2018 current state.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
13
Uses a dual-axis combo chart (bar for absolute values, line for percentage) to highlight the gap between guidance and reality.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
15
The slide uses a table to build a narrative of poor corporate governance and questionable M&A activity.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
17
The table demonstrates that reported growth is driven by acquisitions and price hikes rather than volume.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
18
The slide uses a combination of bar and line charts to demonstrate deteriorating operational efficiency.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
21
Uses a before-and-after comparison of corporate disclosure text to highlight a change in accounting methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
23
The slide uses a callout box to emphasize the 'red flag' nature of the data.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a 'bad' to 'extremely bad' qualitative assessment of the company's forecasting accuracy.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses a comparison table to highlight the discrepancy between USCR's depreciation schedule and its peers, followed by a historical table of USCR's own disclosures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
30
The slide uses red boxes to highlight USCR's outlier status in three different comparative tables.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
37
Uses red arrows to visually highlight trends in the table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a table to contrast management claims with analyst skepticism, highlighting specific programs like LCASD, UTAP-22, SSAT, and Gremlins.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
31
The slide uses a 'What It Fails To Mention' column to expose contradictions in executive bios.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
32
Uses legal document excerpts as primary evidence to link the CEO to past accounting fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
34
The slide uses a combination of a bar chart, a pie chart, and bulleted lists to build a case against management's incentive structure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
35
Includes red arrows to emphasize the increasing trend in compensation percentages.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a red box to highlight the extreme misses in Free Cash Flow guidance for 2013 and 2014.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
38
Uses red boxes and arrows to highlight specific data points that contradict management's narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
39
The slide uses a combination of a line chart and two callout boxes to juxtapose anecdotal evidence against corporate disclosure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
40
Uses a red box and arrow to draw attention to the lack of depreciation for the 'Corporate activities' segment.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
41
The slide uses a combination of tables and a combo chart (bar + line) to visualize the recurring nature of the charges.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
43
Uses a 'Smartest Guy In The Room' callout to highlight Goldman Sachs' lower price target.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
44
Uses red arrows to map specific line items in a valuation table to critical commentary boxes.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
45
The slide uses a 'before-after' comparison of shareholder composition to support the thesis that fundamental interest has waned.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
46
The slide argues that the valuation expansion is unjustified due to poor business performance metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
47
The slide highlights the discrepancy between KTOS's high valuation multiples and its peer group, arguing the premium is unjustified.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit