anlak storytelling
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Matching slides 79,264
Current window 68,731-68,760
Pages 2,643
Rows per page 30
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68,731-68,760 of 79,264

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04
The slide uses a line chart to visualize the sharp decline in revenue growth, contrasting actual performance against consensus and preliminary guidance.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
This is a formal letter/document page rather than a standard presentation slide.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a three-pillar argument structure to justify the demand for a lower deal price.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a 'before-after' style comparison of a historical event vs a hypothetical scenario to imply management deception.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a table of insider holdings and compensation to frame the payout as an unearned reward for failure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red boxes and arrows to visually link the undisclosed plan to the 'Difference in Forecasts' table.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses a process-flow style layout to contrast internal vs. external documents.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a 'before-after' style comparison between a historical event (Q3 FY19) and a hypothetical/suppressed event (FY20 Q1).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
33
Uses a callout box to emphasize the contradiction and the strategic implication for the buyer (Advent).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
36
Includes two tables comparing actual vs consensus performance and a callout box highlighting management's awareness of the negative impact on offer prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
85
The table highlights a trend of increasing deal sizes and multiples over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
86
The chart uses a bar-vertical format with an overlay trend line and a specific callout for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
88
Uses a combination of data tables and quote-based contradiction analysis to undermine management credibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
91
The table highlights specific acquisitions where tax deductibility is 'Yes' in red, emphasizing the high percentage of purchase price allocated to G&I.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
93
The slide highlights a lack of transparency regarding R&D spending for the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
95
The slide argues that the 'platform premium' is unjustified due to zero organic growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
105
The slide uses a red flag icon to draw attention to the negative net change in recent years.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
106
The slide highlights brands with declining market share in red text.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
107
The slide uses a before-and-after comparison of investor presentation tables to show the change in reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
109
The slide uses a red box to visually contrast executive salary growth percentages against the significantly lower organic revenue growth percentages.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
111
The slide uses a red box to highlight the 'Miss' vs 'In-line' performance metrics, contrasting them with the 'Total AIP + Stock Awards' row.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
112
Uses red callouts to highlight contradictions between proxy statements and reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
114
Highlights how proxy statement changes incentivize revenue growth over margin growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
115
The slide uses a before-after comparison of proxy statements and a peer benchmark table to expose the contradiction in management's stated focus on profitability vs. actual compensation incentives.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
116
The slide uses a red arrow overlay to emphasize the downward trend.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
121
The slide uses a table of analyst ratings and a stock price/target chart to highlight the disconnect between market reality and analyst optimism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The table calculates Equity Value and Value Per Share based on varying EBITDA multiples.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit