slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 41,731-41,760
Pages 3,679
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Component
41,731-41,760 of 110,355
47
Uses a table to compare sales guidance midpoints against actual results to highlight a discrepancy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
49
The slide uses red boxes to highlight specific rows (Capex and Share Repurchases) where the contradiction is most evident.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
58
The slide uses a red flag icon to highlight the contradiction between the company's claim of success and the activist's view of the deal's quality.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
60
Uses red underlining and a red arrow to visually connect the two directors through the Touchstone Investments entity.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
61
Uses a 'callout' style to contrast company claims with investor transparency issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
63
Uses a screenshot of the Cintas investor relations page with a red box and arrow highlighting the Cramer content.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
64
The slide uses analyst consensus to argue for a bearish thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
66
Includes footnotes regarding specific deal adjustments.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses a Bloomberg terminal screenshot to validate the valuation thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
68
Includes a direct quote/excerpt from a Moody's credit report.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
69
The slide highlights that Cintas's valuation multiples (P/E, EV/EBITDA, Price/Book) are higher than the peer average despite similar growth and dividend profiles.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
10
The slide uses a red arrow to connect the 'Total Potential Dilution' figure to a callout box emphasizing the 80% increase in share count.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
The slide uses a line chart and a data table to contrast reported vs. adjusted EPS, highlighting the discrepancy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
17
The slide highlights a recent upward trend in the cash conversion cycle as evidence of business weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
18
Uses direct quotes from earnings calls to establish a pattern of behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
20
Includes company overview, market data, financial metrics, credit ratings, and segment-specific breakdowns for Retail, REIT, and Financial Services.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
21
Uses a screenshot of the Canadian Tire website to illustrate the lack of focus.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Combines a bar chart (store count) with line charts (SSS growth) to show the inverse relationship between store count and SSS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a map to visually demonstrate the 'villain' of intense local competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
The slide uses red circles and arrows to highlight the close physical proximity of competitors to Canadian Tire stores, emphasizing market saturation and competitive pressure.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
The slide uses visual arrows to highlight the proximity between competitors.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a grid layout to contrast different competitors' statements, highlighting the threat of increased competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit