slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 68,851-68,880
Pages 2,643
Rows per page 30
Component
68,851-68,880 of 79,264
12
The slide uses a red box to highlight the FY 2020E column, emphasizing the discrepancy between reported and adjusted figures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide uses a red box to highlight the calculated 'Organic EBIT Decline' of ($22.8m).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
14
The slide uses a bearish thesis to justify a significant price target reduction based on normalized financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
16
The slide uses a dual-axis approach (bar for annual, line for cumulative) to emphasize the scale of capital deployment vs. lack of FCF growth.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a call-and-response structure to undermine company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
41
Includes a red 'X' annotation over the 2019 disclosure table to emphasize it is no longer provided.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
42
The slide uses a 'before-after' style comparison of company-provided data versus SEC filing disclosures to expose accounting manipulation.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
44
The table demonstrates a significant divergence in FCF trends due to Spruce Point's adjustments for pension settlements, stock compensation tax impacts, and other items.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
45
The slide uses a 'back-of-the-envelope' check to highlight a discrepancy in cash flow reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
46
The slide uses a red box to highlight the FY 2020E projections and adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
47
Uses two tables to contrast dividend growth and share buyback trends against company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
49
Uses a table to calculate 'Cash Available' and then presents two specific quotes from SEC filings to highlight management's hedging language.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
51
Uses two tables from different sections of the 10-K to highlight a discrepancy between reported tax rates and actual cash outflows.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a table to show the growth in tax risk disclosure word counts and a callout box to highlight specific concerning language from the 2018 10-K.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
54
The slide highlights a trend of rising tax compliance and planning fees paid to the auditor, suggesting potential aggressive tax accounting or governance concerns.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses a comparison table to highlight the discrepancy between company-reported metrics and analyst-adjusted metrics.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a dual-axis chart to show the annual impact vs the massive cumulative $1B impact.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a callout to point out that high job losses are associated with abnormally low charges per job.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
72
Uses a quote from the company's proxy statement to contrast with the activist's critique of the board's financial oversight.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
75
Uses red boxes and arrows to highlight specific line items in financial tables that the author claims are overstated.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit