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 44,311-44,340
Pages 3,679
Rows per page 30
Component
44,311-44,340 of 110,355
106
The slide uses a 'forensic research' framing to highlight a disconnect between market valuation and operational performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
107
The table includes a 'Zebra Technologies' row at the bottom for direct comparison against the peer group.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
108
The slide uses a sum-of-the-parts valuation approach to justify a significant downside risk.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
14
The slide uses a table to contrast reported segment revenue with a list of services, highlighting that many revenue streams are estimated rather than reported.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
15
The table has a large red X over the Q1 FY18 column, likely indicating a change in reporting or a point of contention.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
16
The slide uses red shading to highlight missing or inadequate disclosures by Intuit.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
17
Uses a 'quote-response' structure to expose management's lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a 'red flag' callout box to highlight the 22% revenue assumption as a potential point of failure in analyst modeling.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
20
Uses a combination of qualitative transcript analysis and a quantitative estimation table to build the case for non-disclosure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
21
This is a classic activist short-seller slide designed to discredit a partner company (Green Dot) to cast doubt on the primary target (Intuit).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
22
Uses news headlines and quotes to build a case against the stability of the BaaS model.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
23
The slide uses a table to expose inconsistencies in Intuit's loan reporting, specifically focusing on the 'Difference' row and the shifting disclosure practices.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
25
Uses a dual-axis chart (bar for lending, line for growth) with numbered callouts to annotate specific periods of decline and strategic shifts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
26
Includes a red box highlight on the chart to emphasize the recent upward trend in delinquency rates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
27
The slide uses bold red text to emphasize the specific new language added to the 10-K filing.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
28
Uses screenshots of court documents as primary evidence to contradict corporate disclosure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
29
Uses a 'Which is it?' callout to highlight the contradiction between the 2007 prospectus and the 2012 CEO statement.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
31
Uses a combination of anecdotal customer feedback (links) and competitive landscape data to undermine the company's growth narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
32
Uses expert testimony (Tegus) to validate the thesis that Intuit's B2C DNA is incompatible with B2B mid-market requirements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
33
The slide uses a comparison table to highlight feature gaps and an ad screenshot to demonstrate competitive pressure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
34
Uses expert network (Tegus) transcripts to undermine management's narrative on international expansion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
35
Uses a 'red X' overlay on a 2018 slide to visually demonstrate failure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
36
The slide uses a combination of a thesis-driven argument and a supporting expert quote to validate the 'disruption' narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
37
Includes screenshots of Square and Shopify navigation menus to illustrate the breadth of their current offerings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
40
Uses a red-themed comparison table to frame Mailchimp as a lower-quality asset.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
41
Uses a combination of expert testimony (Tegus) and social proof (Reddit/Trustpilot) to build a negative narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red bar to highlight Mailchimp among its competitors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
43
Uses expert network testimony (Tegus) to undermine the investment thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses red text to highlight key negative sentiments within the quotes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a combination of qualitative narrative (Shopify's statement) and quantitative data (revenue growth comparison) to build a case against Mailchimp's competitive position.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit