anlak storytelling
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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 68,911-68,940
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

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68,911-68,940 of 79,264

filter-aware
06
The slide uses a dense, text-heavy format typical of activist short reports to build a comprehensive case against the target company.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
08
Uses a combination of CEO quotes and financial modeling to expose accounting discrepancies.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
Uses a red flag icon to signal warning/contradiction. Employs a 'before/after' style comparison of revenue models.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses red callout boxes to highlight specific text segments in the source document.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses a red flag icon and red boxes to highlight the contradiction between management's public statements and actual financial disclosures.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
38
The slide uses a narrative of 'talent drain' and 'strategic foresight' by a competitor to undermine Porch's competitive position.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a red flag icon and callouts to highlight specific accounting inconsistencies.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
47
Uses a combination of CEO quotes, customer testimonials, and a quantitative liability buildup table to expose a potential accounting discrepancy.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a 'before-after' or 'side-by-side' comparison of two different investor presentation slides to expose a contradiction in Porch's financial reporting.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a red flag icon to signal warning; employs a side-by-side comparison of internal claims vs. external evidence.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a red flag icon to signal activist intent. Includes detailed footnotes referencing specific investor presentations and transcripts.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
55
The chart shows a sharp spike in existing home sales during 2020 followed by a recent decline, supporting the 'normalization' thesis.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
56
Uses a red flag icon to signal warning/fraud exposure; highlights a specific peer group segment for comparison.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
58
Uses a red flag icon to denote a warning/critical point. Highlights the EV/Revenue and EV/Gross Profit rows in a red box.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses historical financial data to justify a valuation multiple for a target company.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
Includes a red flag callout regarding accounting reclassifications.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
61
Includes Spruce Point's own adjusted valuation for Porch.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
The slide highlights that market data providers (Capital IQ, Yahoo Finance, Bloomberg) are undercounting shares, leading to an understated market capitalization.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a variant valuation approach to argue that the equity could be worthless.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a structured table format to present four distinct pillars of the short thesis, each linked to supporting slides.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a structured table format to map specific allegations to supporting evidence in other parts of the deck.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
12
Uses a red flag icon to signal warning/danger. The slide structure is a classic 'before-after' or 'thesis-antithesis' framing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a vertical timeline structure with red arrows indicating the 'reality' check against the initial claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
18
The slide uses a dual-axis chart to correlate TSA throughput with year-over-year change, highlighting a recent decline.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
Includes a red box highlight on the 'EV / Current Year Sales' column to emphasize the valuation discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a table to highlight the discrepancy between stated goals and actual financial reporting.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a table to calculate implied international revenue and expose the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
54
The table calculates price targets based on 6.5x-8.5x revenue multiples, resulting in a 27-46% downside from the current price of $27.30.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit