anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

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

Search Insights JSON Unlock
Matching slides 110,355
Current window 41,371-41,400
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

41,371-41,400 of 110,355

filter-aware
06
The slide uses a peer comparison bar chart and a time-series bar chart to highlight margin anomalies.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a table to demonstrate a recurring discrepancy between forecasted and actual capex, framing it as a potential red flag.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses red bars to highlight the most recent data point (Q1'19) and red stars to indicate the timing of the initial warning.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses red arrow and red text to highlight specific discrepancies in 10-K filings.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses red boxes and arrows to highlight the contradiction between text and table data.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a red arrow graphic to emphasize the trend of 'Keeps Getting Worse'.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a table to highlight discrepancies between disclosed Capex and estimated total costs, framing the spending as an anomaly.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a 'less' adjustment table to calculate organic growth, followed by a table detailing acquisition multiples.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
16
The slide uses a red box annotation on the SEC form to draw attention to the low share count.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
17
The slide highlights that AOS's valuation multiples are high despite significant exposure to emerging markets, which the author argues should command a discount.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
18
The slide uses a table to highlight a disconnect between analyst optimism and their lack of local market intelligence.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
19
The slide uses red boxes to emphasize the negative change in fundamental holdings and the non-fundamental strategy of new buyers.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
20
The slide uses a sum-of-the-parts valuation approach, adjusting for illiquidity of cash in China and applying different multiples to regional business segments.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
78
Uses a combination of credit agreement data and pro forma financial statements to derive an implied negative Q4 EBITDA for VIP.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses two tables to correlate analyst ratings with their respective roles in equity raises, implying a quid-pro-quo relationship.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 1 hit
12
The slide uses red boxes to highlight 2018 figures that the author argues are anomalous or non-recurring.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
13
The slide uses a deductive logic chain to estimate payments from Amazon based on warrant grant disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
14
Includes a specific callout regarding the controlling shareholder (Fortissimo Capital) selling their stake.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
16
The slide uses a photo of the equipment to ground the narrative in physical reality.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
17
The slide uses Google Trends as a proxy for business health to contradict growth narratives.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
18
The slide uses a 'before-after' comparison of royalty structures to highlight the negative impact on merchant margins.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
20
The slide uses a quote from a 2017 Amazon report to show the company's previous focus on Merch, which is now absent.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
21
Uses red underlining in the source text to emphasize specific risk-related disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
22
Uses a screenshot of a PA government environmental permit database to challenge revenue assumptions.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
23
Uses shipping data (Bill of Lading) to calculate implied unit pricing and compares against financial guidance and inventory levels to highlight discrepancies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
24
The slide uses red and green boxes to highlight specific rows of interest in the shipping data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
29
The slide uses public import records to argue that demand for new printers has slowed.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
30
Uses a combination of SEC filing data, executive quotes, and stock charts to build a bearish case.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit