slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 42,271-42,300
Pages 3,679
Rows per page 30
Component
42,271-42,300 of 110,355
62
The slide highlights that market data providers (Capital IQ, Yahoo Finance, Bloomberg) are undercounting shares, leading to an understated market capitalization.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a variant valuation approach to argue that the equity could be worthless.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
05
The slide uses a 'precedent_table' structure to establish credibility by highlighting past successful short-selling or activist campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
11
Uses a red flag icon to signal warning/danger. The timeline structure highlights the professional overlap between the two executives.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
12
Uses a red flag icon to signal warning/danger. The slide structure is a classic 'before-after' or 'thesis-antithesis' framing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a vertical timeline structure with red arrows indicating the 'reality' check against the initial claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
16
The slide uses a callout-style layout to present expert testimony as evidence for the activist thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
17
The slide uses a dialogue format to highlight discrepancies in reported revenue figures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
18
The slide uses a dual-axis chart to correlate TSA throughput with year-over-year change, highlighting a recent decline.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
Includes a red box highlight on the 'EV / Current Year Sales' column to emphasize the valuation discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
Uses a red flag icon to highlight the risk factor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide serves as a narrative hook for the activist thesis, framing the subsequent investigation as a validation of external warnings.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
The slide uses a specific GAO protest document to undermine the company's credibility regarding operational efficiency.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
Includes excerpts from a legal complaint (Dahra Engineering vs L3 SDS).Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a table to highlight the discrepancy between stated goals and actual financial reporting.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a table to calculate implied international revenue and expose the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a red flag icon and a red border around the final column to emphasize the contradiction.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses red text in the 'Description' column to highlight the word 'DEFECTIVE' as a rhetorical device.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
Uses red boxes to highlight career history and specific financial restatement data points.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Includes a snippet from a 10-Q filing and a table from a 2019 financial statement.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses red boxes to draw attention to specific financial figures and subsidiary ownership structures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses callouts to point to specific line items in the provided financial statement snippets to prove the overstatements.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
37
Uses red arrows to visually emphasize the divergence/reversal trend in both charts.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
38
Uses a red flag icon to signal warning/fraud risk.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
39
The slide uses a pie chart to show bonus weighting and a table to show performance vs targets, highlighting the 148% outlier.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
41
The slide uses a red flag icon and callout boxes to draw attention to specific data anomalies in the table.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses color-coding (yellow/red boxes) to highlight specific contradictory data points in Q3 2020.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
46
Uses screenshots of a website and a financial statement to build a case against the distributor's credibility.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses financial statement screenshots and a combo chart to visualize the margin compression.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses two tables of financial statements and a summary table to demonstrate that inventory and receivables are growing faster than sales, a classic indicator of channel stuffing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit