Matching slides 78,138
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51,181-51,210 of 78,138

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21
The slide uses a combination of management quotes and a line chart to suggest potential earnings overstatement through under-reserving for bad debts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
28
Uses Wayback Machine screenshots to highlight a discrepancy between reported stability and observed partner network shrinkage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
38
Uses a side-by-side comparison to contrast concrete performance data with management rhetoric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
46
The slide uses a grid of sparkline-style area charts to demonstrate negative growth trends across multiple portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
48
The slide highlights positive employment growth metrics for a subset of the portfolio.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
85
The chart highlights a divergence where inventory growth significantly outpaced sales growth starting in 2022.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
105
The slide uses a table of analyst ratings and a pie chart to visualize the distribution of sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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
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
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
38
The slide uses survey data to argue that vertical SaaS platforms are a threat to QuickBooks by expanding into accounting.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 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
49
The slide uses a combination of a historical line chart and a comparative valuation table to establish a 'premium' calculation.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
50
The chart illustrates the 'top-ticking' of a market cycle by highlighting the acquisition date against a declining valuation trend.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
57
The chart uses a red box to highlight the 'Negative PoP Change' area.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a combination of a line chart showing rising enforcement actions and news headlines about failed banks (Cross River, Silvergate, Signature) to build a case against the partner bank.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Includes a dual-axis chart showing lobbying spend vs number of lobbyists, and a screenshot of an Intuit blog post as a counter-example.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
The slide uses a combination of a bar chart, a small table for 2021 statistics, and a large summary table to demonstrate the variance between Intuit's reported figures and actual IRS data.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
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
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
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
22
Uses red lines to connect FTC definitions to WFG's specific business practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
28
Uses a combination of a data table and a bar chart to highlight the negative trend in productivity per agent.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
29
The slide uses a combination of survey data, personal testimonials (FTC complaints), and contract excerpts to build a case of predatory practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
30
The slide uses a 'villain' framing by contrasting WFG's internal materials with the definition of a 'legitimate MLM program'.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
32
Includes a bar chart comparing recruitment averages across three agencies and a snippet of legal text highlighting the 'pyramid scheme' allegation.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit