slides · global inventory
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Matching slides 79,264
Current window 69,361-69,390
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69,361-69,390 of 79,264
93
Uses a red flag icon to denote failure/contradiction. The slide is structured as two comparative tables.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
103
The slide uses red callout boxes to highlight the high-end price points of the valuation ranges compared to the acquisition price.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
105
Uses a red flag icon to highlight the contradiction between initial deal projections and current performance.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
107
Uses red boxes and arrows to highlight the specific data points that do not reconcile.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
108
Uses red arrows and boxes to visually link the contradictory data points across different tables.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
110
The slide uses a table and a press release excerpt to question the valuation of the SBi acquisition.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
115
The slide uses a red flag icon and red arrows to emphasize the negative sentiment and the progression of issues.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
116
The table uses a low/high scenario approach to estimate total revenue.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
121
Includes a red flag icon, a common motif in Spruce Point activist decks to signal a warning.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
127
Uses red boxes and arrows to highlight specific data points and contradictions in company reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
131
The chart shows a significant drop in total reports post-2019, which the author frames as a potential red flag regarding reporting practices or business health.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
132
Uses tax records as a forensic accounting indicator of business health.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
144
The slide uses a timeline-based table to correlate specific corporate events (auditor change, PE exit, etc.) with deteriorating inventory metrics.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
145
Uses red boxes and arrows to visually connect the pre-acquisition inventory value to the post-acquisition step-up.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
148
Uses a red flag icon to highlight the contradiction between executive quotes and financial reality.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
149
The slide uses a red flag icon to signal a warning/contradiction.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
153
Uses red boxes and arrows to highlight specific data points that contradict or raise questions about the company's reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
154
The slide uses a red box to highlight the discrepancy between total capital raised and the implied purchase price.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
158
Uses red boxes to draw attention to the inventory line item discrepancy.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
168
The slide highlights a contradiction between the company's share count trends and the family's selling behavior.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
169
The slide uses a red callout box to highlight the contradiction between stated functional goals and actual performance outcomes.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
172
Uses a red box to highlight the 2021 compensation data as the focal point of the contradiction.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
173
The slide uses a red flag icon to highlight the governance concern regarding auditor tenure and director equity.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
174
Spruce Point Capital Management branding with tree logo.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
175
The slide uses a red flag icon and red arrows to emphasize the negative nature of the factors.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
176
The slide uses a red flag icon to highlight the core thesis statement.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
177
The slide uses the consensus bullishness as a setup to argue against the market's current sentiment.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
178
The slide uses a 'villain' narrative (market data providers) to justify a higher debt/lower cash valuation.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
179
The slide uses a bridge-style table to adjust GAAP figures to 'Spruce Point Adjusted' figures, specifically targeting acquisition-related add-backs.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
181
Uses two tables to highlight discrepancies in cash flow projections and the aggressive spread between sales and EPS growth.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit