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slides · global inventory

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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 41,191-41,220
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

41,191-41,220 of 110,355

filter-aware
19
Uses a press release screenshot as evidence of XPO's capital commitment to a warehouse facility.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
20
Includes a specific callout of a dropped disclosure from the 2016 10-K and red arrows highlighting negative trends in the data table.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
21
Uses a two-part table to contrast the bank's perspective vs the shareholder's perspective on a specific financial transaction.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses red boxes and arrows to highlight specific line items in a financial table that the author deems problematic.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
25
Includes a callout box referencing a 2008 SEC vs United Rentals complaint as a historical precedent for similar accounting improprieties.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a table to demonstrate how pension gains are inflating earnings metrics, contrasting them with GAAP pre-tax profit.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses direct quotes from regulatory filings to build a case for financial manipulation or business deterioration.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
29
Uses a comparison of old vs new disclosure text to demonstrate accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
30
The slide uses red boxes to highlight specific line items in financial tables that the author deems aggressive or questionable.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
31
Uses a red arrow with a strike-through to visually represent the disconnect between revenue and cash flow.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
33
The slide uses a direct quote from the company's 10-Q to expose a change in accounting presentation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
43
Includes a red flag icon pointing to a specific litigation note for Chris Brown.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses red underlining to draw attention to the specific employment history of the CAOs at GE and Arthur Andersen.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses the decline in ownership to imply that management is becoming more aggressive in accounting practices due to lower personal risk.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
47
Includes a callout box highlighting the lack of transparency in compensation metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a red flag icon to emphasize the critique.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
49
Uses callouts to highlight specific discrepancies in the biography text.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
51
Uses a screenshot of an interview to frame a contradiction between his public persona and legal status.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses the analyst consensus to argue that the market is being misled by sell-side optimism.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
57
The slide uses a visual 'villain' framing by associating the CEO with Jim Cramer's show to imply superficiality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
62
The slide uses a 'Spruce Point Normalized' column to adjust XPO's reported figures, effectively performing a forensic accounting reconciliation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
63
Includes specific callout box explaining the selection of peer companies for comparison.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
67
Includes red box annotations highlighting data discrepancies in IT professional counts and zero patent counts.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
68
Uses a list of media headlines to demonstrate a coordinated PR effort.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit