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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 42,181-42,210
Pages 3,679
Rows per page 30
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42,181-42,210 of 110,355

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14
The slide uses a bearish thesis to justify a significant price target reduction based on normalized financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
The chart illustrates the 'V-shaped' drop in retail sales for clothing and accessories during the pandemic.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
Uses a 'villain' framing by highlighting how private equity-driven consolidation shifts bargaining power away from Avery.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
Uses direct quotes from 2018 and 2019 annual reports to build a case for potential goodwill impairment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses screenshots of Glassdoor reviews to validate claims of operational chaos and poor management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
44
The table demonstrates a significant divergence in FCF trends due to Spruce Point's adjustments for pension settlements, stock compensation tax impacts, and other items.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
45
The slide uses a 'back-of-the-envelope' check to highlight a discrepancy in cash flow reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
46
The slide uses a red box to highlight the FY 2020E projections and adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
47
Uses two tables to contrast dividend growth and share buyback trends against company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a LinkedIn profile screenshot and a historical report snippet to establish a pattern of behavior.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
54
The slide highlights a trend of rising tax compliance and planning fees paid to the auditor, suggesting potential aggressive tax accounting or governance concerns.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses a comparison table to highlight the discrepancy between company-reported metrics and analyst-adjusted metrics.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a dual-axis chart to show the annual impact vs the massive cumulative $1B impact.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
64
Uses Wayback Machine and company website data to show zero change in location count.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
66
Uses a quote from the company to set up a contradiction with the activist's thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
72
Uses a quote from the company's proxy statement to contrast with the activist's critique of the board's financial oversight.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
75
Uses red boxes and arrows to highlight specific line items in financial tables that the author claims are overstated.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table detailing 2018 AIP financial modifiers for various executives, highlighting the CEO's Adjusted EPS component.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
79
The red arrow emphasizes the downward trend in insider ownership.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses arrows to visually emphasize the upward trend in price targets despite negative operational indicators.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
82
The table uses color coding (red rows) to highlight specific investors, likely those reducing positions or showing negative trends.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit