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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 41,641-41,670
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

41,641-41,670 of 110,355

filter-aware
09
Uses a line chart to demonstrate the gap between reported growth and organic growth excluding new products under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
13
The slide uses a comparison table to contrast consensus estimates with Spruce Point's own estimates, highlighting a projected growth shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
14
The slide uses a 'build-up' logic to calculate debt capacity and then translates that into revenue growth bps to show a shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
15
The slide uses a table to isolate the impact of M&A on reported margins, highlighting a discrepancy between total margin growth and organic growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Includes a translated German review and LinkedIn employee count data.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Includes screenshots of Glassdoor-style reviews and LinkedIn employee/hiring metrics.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
The slide uses a table to compare historical revenue against actual post-acquisition performance for three specific acquisitions (Trumpf, Welch Allyn, Mortara).Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
40
Uses direct quotes from earnings calls to highlight the shift in management's definition of 'incremental' revenue.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
41
Uses a line chart to demonstrate the gap between reported growth and estimated organic growth under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses a scenario table to show two different cannibalization/incremental contribution assumptions, leading to a projected growth rate that is highlighted as unrealistic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the thesis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
The slide highlights the contradiction between management's advertised leverage and the author's estimates, while citing Moody's credit rating as a constraint.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
The slide uses a 'bridge' logic to calculate incremental revenue capacity from debt capacity, then compares this to growth shortfalls.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses a table to decompose reported EBITDA margin expansion into organic vs. inorganic components.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
53
The slide uses a bridge-like logic to isolate 'organic' margin expansion requirements.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses red stars to mark the timing of the activist's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses a table to highlight a specific instance where a revenue target was missed but the full bonus was still paid, suggesting undue discretion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
72
The table uses color coding (red/orange) to highlight executives with less than 3 years of tenure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses a red box highlight and an arrow to draw attention to the 2017-2019 period of intense insider selling.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
77
The slide uses a side-by-side table structure to contrast Street's 'adjusted' figures with Spruce Point's more conservative 'unadjusted' view.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
The slide highlights a disconnect between analyst qualitative commentary and their quantitative price targets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
The table highlights the discrepancy between consensus and Spruce Point's adjusted EBITDA and valuation multiples.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
11
The slide uses a 'discrepancy' framing to suggest potential financial misreporting or fraud.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
12
Uses a peer benchmark table to justify the adjustment assumptions applied to the financial model on the left.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
Uses red arrows and callouts to highlight specific text in financial document excerpts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
Highlights key risk factors from the S-1 filing with red underlines and a callout box.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
91
The slide highlights a lack of 'conviction' owners, suggesting the current shareholder base is misaligned with the company's actual risk profile.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
92
Includes detailed footnotes explaining adjustments to EBITDA and rationale for multiple selection.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit