anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 110,355
Current window 42,991-43,020
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

42,991-43,020 of 110,355

filter-aware
11
The slide uses a red flag icon to draw attention to the activist thesis regarding accounting irregularities.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
13
Uses a 'The Stock Promotion' vs 'The Spruce Point Cold Reality' framing to expose a discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
15
The slide uses a red flag icon to signal a warning/contradiction. It contrasts the company's stated margin drivers with the author's skepticism.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
16
Uses a red flag icon to signal a warning about the company's business model claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
17
The chart highlights BR in red to emphasize the discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
19
Uses a timeline-based comparison of three investor presentation slides to highlight metric degradation and the abandonment of previous resilience claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
20
The slide uses a red flag icon and red boxes to emphasize the discrepancy between earnings growth and stagnant cash flow.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
23
The slide uses a red arrow to visually highlight the removal of the '98%' retention rate metric.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a detailed financial table to demonstrate a capital crunch post-acquisition.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a red flag icon to signal warning; includes a table of historical data and a timeline of management quotes.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
27
The slide uses a red flag icon to signal a warning about management's accounting practices.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
28
The slide uses a red arrow to visually emphasize the 'Slowing Growth' trend and red text to highlight specific figures in the disclosure excerpts.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
31
Uses red arrows to visually highlight the removal or change of the '80%' statistic.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
37
Uses a classic 'Promotion vs. Reality' framing to undermine corporate narrative.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a 'before-after' or 'contrast' structure to expose management's misleading narrative regarding project timelines.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red box to highlight the discrepancy between actual and presented costs, and a red arrow to emphasize the trend.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red flag icon to signal a warning about management's claims and compensation practices.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
43
The table uses a 20-year DCF model with conservative assumptions to highlight value destruction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a red highlight to emphasize the 5.5x ratio, signaling a breach of the 3.5x limit.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a combination of quotes from earnings calls and a table comparing incentive compensation thresholds to demonstrate how the UBS deal pushed compensation above target.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
22
The slide uses a red box to highlight the Q1 2022 YoY change (36%) and QoQ change (-1%) against historical averages.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
23
The slide uses a red box to highlight the 2021 data point, contrasting it with the 2015-2019 average.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide uses a red flag icon to draw attention to the negative/concerning nature of the data point.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
25
Uses a combination of SEC legal precedent and primary source interview testimony to build a case of management untrustworthiness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Includes a specific adjustment for NCI and equity award tax payments to derive 'Spruce Point Adjusted CFO'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
28
The slide highlights that G&A expenses (less specific items) have not scaled with revenue, suggesting a lack of operating leverage.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
29
The slide uses a red flag icon to signal a warning or contradiction.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
30
The slide uses red 'X' overlays on financial tables to visually represent the removal of data.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a peer group to argue for multiple contraction by highlighting that Skechers' metrics are more aligned with lower-multiple peers than the 'premier' athletic brands.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit