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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 44,371-44,400
Pages 3,679
Rows per page 30
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Component

44,371-44,400 of 110,355

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82
Includes a detailed table of financial metrics from FY2014 to FY2024 to support the thesis of margin inconsistency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
83
Uses a table to track the evolution of expert network disclosure from 2018 to 2023.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
84
Uses red boxes and arrows to highlight specific claims in the CEO quote that the author disputes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'villain critique' style by leveraging expert testimony to undermine the company's public narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
87
The slide highlights Intuit's brands (Lacerte, ProSeries) in red boxes within the tables to emphasize their underperformance.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a dual-axis chart to show revenue growth vs. absolute revenue.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
90
Uses a combination of CEO quotes, data tables, and rhetorical questions to undermine company claims.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
91
Uses a direct quote from a Washington Post article to undermine the CEO's public statements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
93
Uses a 'villain' framing by highlighting negative press and government investigations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
94
Uses red text and arrows to connect specific FTC letter excerpts to the activist's argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
95
Uses quotes from earnings calls to highlight potential regulatory/privacy risks.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses a 'villain' framing by highlighting repeated security failures to undermine trust in the company's core competency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a table to deconstruct revenue segments and apply a 'Spruce Point View' on their recurring nature.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
99
The slide uses a table format to list specific accounting/reporting obfuscations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
100
The slide uses a combination of tables and callouts to highlight the discrepancy between rising segment margins and contracting corporate margins following expense reclassifications.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
104
Uses a combination of financial disclosure tables and qualitative argument to challenge management's accounting estimates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
105
The slide uses SEC filings (10-K) as the primary source for peer benchmarking.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a 'Spruce Point Adjusted' methodology to argue that Intuit's reported earnings are inflated due to aggressive amortization assumptions.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
108
The slide uses a red arrow to visually isolate the CEO's tenure and a red box to highlight the WACC threshold.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
109
The slide uses red bars to highlight Intuit's position in specific metrics, emphasizing negative performance relative to peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
110
Uses quotes to frame the CEO as a 'villain' or risk factor.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
111
Uses a 'guilt by association' framing to undermine the credibility of a board member.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
113
The slide uses a 'villain critique' approach by highlighting the lack of relevant financial experience for specific board members.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit