slides · global inventory
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Matching slides 79,264
Current window 68,311-68,340
Pages 2,643
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68,311-68,340 of 79,264
18
The slide uses a 'Failure' label to characterize management's M&A strategy, contrasting deal performance with rising leverage.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually emphasize the decline in dividend growth rate in 2019.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
Includes a direct quote from a CFO conference to contrast with the historical data trend.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a quote from a 2015 conference call to highlight management's initial transparency versus later obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
25
The slide uses a quote from the CFO to contrast with the data presented in the table, highlighting the 'perverse incentive' to overpay for acquisitions.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
27
Includes specific citations from 10-K filings and critiques of Bloomberg/analyst methodologies.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a red box to highlight the specific clause in the credit agreement and the corresponding column in the financial table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
33
The slide uses a consistent visual language to show a 'peak and decline' pattern across multiple product lines.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
34
Uses Amazon price tracker screenshots to demonstrate price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
40
Uses red boxes and strikethrough lines to visually emphasize the accounting inconsistency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
41
The slide uses a table to isolate the 'FLAWLESS Acquisition' impact on sales growth, comparing 3-month and 6-month periods.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
Uses red boxes and arrows to link the main table to a snippet from the company's 10-Q filing.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses red boxes to highlight the declining acquisition revenue figures ($102.1m -> $84.8m -> $78.8m).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
Uses a series of callout boxes to highlight specific quotes and financial data points.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table contrasts 'Aggressive Current Accounting' with 'Correct Accounting' across five financial categories.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
The slide uses a before-and-after comparison of financial statements to highlight accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Uses historical 1995 10-K data vs 2018 10-K data to highlight opacity and margin decline.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
The slide uses a red box to highlight the specific discrepancy in the 'Cash From Operations' row of the compensation table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
Uses a CEO quote to contrast with the accounting reality shown in the table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
79
Uses a table of non-GAAP reconciliations and a snippet from a 10-K to highlight the accounting change.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
80
Includes a table comparing reported vs. adjusted EPS and a secondary table showing bonus performance metrics.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
83
The table highlights a bearish thesis by comparing current market price against analyst consensus.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
85
Uses a pie chart to visualize import concentration and pull-quotes to highlight management's downplaying of risks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
86
Includes a table of recent sales and two charts: one showing flat ownership percentage and one showing stock price with sell indicators.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
87
Uses 'Follow the money' as a rhetorical device to frame financial data as evidence of negative sentiment.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
88
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from historical performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
89
The slide highlights that CHD's premium valuation is unjustified given its growth profile and dividend yield compared to larger, more established peers.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
90
Spruce Point Capital Management activist short thesis slide.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
91
The slide highlights a lack of 'conviction' owners, suggesting the current shareholder base is misaligned with the company's actual risk profile.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
92
Includes detailed footnotes explaining adjustments to EBITDA and rationale for multiple selection.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit