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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 41,281-41,310
Pages 3,679
Rows per page 30
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41,281-41,310 of 110,355

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The slide uses a 'Spruce Point' vs 'Street' comparison to justify a bearish thesis on valuation multiples.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
22
The slide uses a 'gap analysis' approach to discredit the management team's qualifications.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
25
Uses red boxes and arrows to draw attention to specific line items in balance sheet tables.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a combination of visual screenshots and a feature-comparison matrix to argue that Carvana's business model is not unique.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses error bars to represent one standard deviation, suggesting a statistical comparison of price and mileage dispersion.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
35
Includes Stock-Based CompensationCarvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a stacked bar chart to compare SG&A components across auto dealers, highlighting that occupancy costs (green) are minor for all players.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a table to demonstrate the impact of the 'ex-gift' adjustment on gross profit per unit.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
50
Uses anecdotal customer service transcripts to highlight potential accounting/operational irregularities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
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 1 hit
71
Includes a diagram of the loan sale process and a direct excerpt from the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
86
The slide uses a 'Spruce Point Adjusted EBIT' calculation to demonstrate the impact of accounting adjustments on bottom-line EPS.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
89
The slide uses the decline in ownership to imply a misalignment of incentives between management and shareholders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a historical table from 2014 to contrast with the current lack of disclosure, implying a governance failure or attempt to obscure executive compensation practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
The slide uses a table to show analyst price targets and recommendations to contrast with the activist's bearish thesis.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
The slide uses a table to contrast historical performance (FY19-20) with forward-looking qualitative assessments (FY21-23) and quantitative downside targets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
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 Order1 hit
117
Uses a side-by-side table comparison to expose management's claim of 'immaterial' revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
119
The slide uses historical financial data from Comverse 10-Qs to challenge Amdocs management's narrative regarding the acquired assets' performance and revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
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 Order1 hit
122
Uses a side-by-side table comparison to highlight the discrepancy in organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
126
Uses a side-by-side table comparison to show how the inclusion of Kenzan revenue impacts organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
128
The slide highlights a discrepancy between management's reported organic growth and the analyst's estimate, suggesting potential revenue misclassification.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit