slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,601-6,630
Pages 619
Rows per page 30
Component
6,601-6,630 of 18,554
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Uses a chronological sequence of press releases to demonstrate the shift in terminology.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
44
Uses external news clippings and an expert quote to validate the thesis that customers are in cost-cutting mode.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
11
Uses a direct quote from an analyst to set up the contradiction with the company's own proxy statement.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
12
The slide uses a direct quote to undermine the company's business model and growth prospects.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
19
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
45
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
46
Uses a direct quote from the CEO to set up the contradiction.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
49
Uses a red box to highlight the contradiction between the CEO's quote and the actual revenue growth figures in the table.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
60
Uses visual evidence (shelf photos) and pricing tables to undermine management's M&A rationale.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
92
The slide uses a combination of a bar chart (FCF Conversion) and a line chart (FCF Yield) to contrast financial metrics with the narrative of 'best-in-class' performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
94
Uses a 'before-after' framing to contrast stated priorities with actual behavior, highlighting a potential conflict of interest or strategic failure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
51
Includes a testimonial callout from an orthodontist regarding material and labor costs.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
54
The slide uses testimonials from dentists (Wasson, Ison) to validate the thesis that in-house printing is a viable, revenue-generating alternative to Align's model.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
55
Includes a primary source FDA 510(k) document snippet and a testimonial quote from an orthodontist.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
71
Uses a combination of news headlines and practitioner quotes to build a case for continued business disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
79
Includes qualitative callouts regarding cost structure assumptions and a testimonial from a dentist in Memphis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
04
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Problem Identification2 hits
12
The slide uses a CEO quote to contrast the company's stated strategy with the activist's thesis that the strategy is exhausted.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation2 hits
16
Uses a 'CEO quote vs. Reality' structure to highlight management deception.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg2 hits
40
Includes a direct quote from an analyst-CEO exchange regarding working capital optimization.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction2 hits
41
Uses a red box to highlight the specific row showing the deterioration trend.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
45
Uses a 'CEO Quote vs. Reality' structure to highlight management credibility issues.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
58
Uses a CEO quote as a setup for a contradiction analysis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet2 hits
59
Uses a 'before-after' style comparison of two different slide decks to highlight the introduction of a footnote that changes the meaning of the synergy claim.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet2 hits
84
The slide uses a callout box to link a specific corporate disclosure to the activist's interpretation of management's intent.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 2 hits
88
Uses a table to contrast analyst locations and price targets against management's stated goals.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
89
The slide uses a red box to highlight the specific fundamental owners (American Century and Mairs & Power) who have been selling, directly contradicting the CEO's quote.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
28
Includes a testimonial-style quote from a former employee and photographic evidence of shelf placement.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
36
The slide uses a table to show the trend of rising discounts relative to gross sales, culminating in a highlighted 5.7% figure.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
58
Uses a screenshot of a CNBC Mad Money segment to highlight a perceived disconnect between the CEO's rhetoric and the company's actual business.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits