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Matching slides 119,566
Current window 65,341-65,370
Pages 3,986
Rows per page 30
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65,341-65,370 of 119,566

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01
Slide 1
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
04
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
11
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
The slide features the Spruce Point Capital Management logo (a pine tree).Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a collage of news headlines to demonstrate the 'Amazon of used cars' narrative being pushed by management and media.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
30
Uses Reddit and customer review screenshots as primary evidence to contradict management's growth narrative.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses red boxes and arrows to highlight specific complaints about pay and management.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
06
This is a classic activist short thesis slide, structured as a list of red flags.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
15
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses employee testimonials to frame the company as a legacy IT services firm rather than a modern tech innovator.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
24
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a 'villain critique' approach by citing past legal testimony to question current management integrity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
36
Spruce Point Capital Management branding (pine tree logo).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
51
Uses screenshots of financial filings (20-F) to highlight lack of transparency in asset disposal reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
53
Uses a direct quote from FASB Accounting Standards Codification to highlight a discrepancy in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a 'reconciling inconsistencies' table to show that despite individual line item differences, the final 'Net cash provided by operating activities' remains identical, which the author flags as suspicious.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
58
Spruce Point Capital Management branding (pine tree logo).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a primary source document (TASE filing) to challenge the company's financial disclosures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
63
Includes a snippet from a 20-F filing and a table comparing Q1/Q2 2018 financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
64
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
67
The slide uses a combination of a stacked bar chart showing cash decline and a screenshot of a 2011 investor presentation to highlight a contradiction between historical policy and current management rhetoric.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
87
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
90
The slide uses screenshots of Glassdoor-style reviews to support the thesis of a closed-off management culture.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
93
The slide uses red boxes to highlight specific negative sentiments in employee reviews.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses excerpts from an SEC legal complaint to substantiate the claim of past misconduct.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
99
Includes a direct excerpt from the FY 2018 20-F filing with red-box highlights on the accounting method.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
105
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
112
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit