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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 42,031-42,060
Pages 3,679
Rows per page 30
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42,031-42,060 of 110,355

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08
The slide uses a red box to highlight the 'Actual Q1 Results' column and a red box around the quote from the 10-Q to emphasize the contradiction.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
The slide uses a table to show historical margin trends and a quote from the 10-Q to contrast management's explanation with the activist's skepticism.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
This is a formal letter/document page rather than a standard presentation slide.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a stock chart as a primary diagnostic tool to frame the company as a 'busted IPO'.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a table of insider holdings and compensation to frame the payout as an unearned reward for failure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses expert quotes and employee growth charts to support the thesis of competitive disadvantage.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
41
The slide uses a grid of employee review snippets to build a narrative of internal dysfunction.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
42
The slide uses red boxes to highlight negative trends in hiring and specific departures of sales leadership.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
The slide uses a red box to highlight the 'Spruce Point Projection' columns, emphasizing the more severe downside scenarios.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
51
Includes a callout box highlighting the discrepancy between Forescout's performance and the peer group median.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
52
Includes a snippet of Avira's consolidated income statement and a comparative table of acquisition metrics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
53
Includes a bridge-like logic showing how different sales multiples and pandemic adjustments lead to lower implied share prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
54
Includes a deal-break cost/benefit analysis table and a callout box summarizing the strategic recommendation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a two-part valuation framework (Deal-Agnostic vs. Complete) to demonstrate downside risk.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a comparative table to establish credibility by showcasing past successful short-selling campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
The slide uses a red flag icon to draw attention to the negative net change in recent years.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
106
The slide highlights brands with declining market share in red text.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
107
The slide uses a before-and-after comparison of investor presentation tables to show the change in reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
109
The slide uses a red box to visually contrast executive salary growth percentages against the significantly lower organic revenue growth percentages.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
110
Uses red 'X' marks to denote failure/misalignment and green checkmarks for proposed alignment.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
111
The slide uses a red box to highlight the 'Miss' vs 'In-line' performance metrics, contrasting them with the 'Total AIP + Stock Awards' row.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
112
Uses red callouts to highlight contradictions between proxy statements and reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
113
Uses red callout boxes to highlight the activist's critique of specific proxy statement excerpts.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
114
Highlights how proxy statement changes incentivize revenue growth over margin growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
116
The slide uses a red arrow overlay to emphasize the downward trend.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
117
The slide uses red boxes to highlight the 'New Peer Group Index' performance compared to the 'Old Peer Group Index' and other benchmarks.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
121
The slide uses a table of analyst ratings and a stock price/target chart to highlight the disconnect between market reality and analyst optimism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The table calculates Equity Value and Value Per Share based on varying EBITDA multiples.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit