slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 68,041-68,070
Pages 2,643
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Component
68,041-68,070 of 79,264
04
The slide uses a two-column table to map specific concerns to the activist's perspective.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a peer comparison bar chart and a time-series bar chart to highlight margin anomalies.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a table to demonstrate a recurring discrepancy between forecasted and actual capex, framing it as a potential red flag.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses red bars to highlight the most recent data point (Q1'19) and red stars to indicate the timing of the initial warning.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses red boxes and arrows to highlight the contradiction between text and table data.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a red arrow graphic to emphasize the trend of 'Keeps Getting Worse'.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a table to highlight discrepancies between disclosed Capex and estimated total costs, framing the spending as an anomaly.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a 'less' adjustment table to calculate organic growth, followed by a table detailing acquisition multiples.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
16
The slide uses a red box annotation on the SEC form to draw attention to the low share count.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
17
The slide highlights that AOS's valuation multiples are high despite significant exposure to emerging markets, which the author argues should command a discount.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
18
The slide uses a table to highlight a disconnect between analyst optimism and their lack of local market intelligence.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
19
The slide uses red boxes to emphasize the negative change in fundamental holdings and the non-fundamental strategy of new buyers.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
20
The slide uses a sum-of-the-parts valuation approach, adjusting for illiquidity of cash in China and applying different multiples to regional business segments.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
86
The slide uses a snippet from a 10-K and a table from the cash flow statement to highlight the accounting treatment.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses a timeline-like structure to highlight the 'moving goalposts' of financial reporting.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
88
The slide uses two tables and two bar charts to demonstrate the divergence between reported adjusted metrics and GAAP/cash flow metrics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
89
Uses callout boxes to contrast management quotes with actual data shifts.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses two tables to correlate analyst ratings with their respective roles in equity raises, implying a quid-pro-quo relationship.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
93
Uses a stock chart with red sell markers and a table showing declining ownership percentages over three fiscal years.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
94
The slide uses red boxes to highlight the premium valuation multiples of PetIQ compared to the peer groups.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
95
The slide highlights the discrepancy between management's reported metrics and the analyst's adjusted metrics, specifically focusing on the treatment of wellness center startup costs.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
96
The slide uses a two-table structure: one for P&L adjustments and one for the valuation bridge to per-share value.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
06
Includes specific allegations regarding revenue recognition, management history, and operational failures (e.g., 'smell like vinegar').Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
07
The slide uses a series of bullet points to build a case for financial manipulation and aggressive accounting practices.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
08
This is a classic activist short thesis slide, combining governance red flags (CEO resignation, insider selling) with valuation concerns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
10
The slide uses a timeline-over-chart approach to frame corporate events as 'red flags' for investors.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
11
The slide uses a 'before-after' comparison of Kornit's own marketing materials to expose the repetition of a failed strategy.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
12
The slide uses red boxes to highlight 2018 figures that the author argues are anomalous or non-recurring.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
13
The slide uses a deductive logic chain to estimate payments from Amazon based on warrant grant disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit