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slides · global inventory

Metric

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 69,451-69,480
Pages 2,643
Rows per page 30
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18 30 60

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69,451-69,480 of 79,264

filter-aware
06
The slide uses a high-contrast, aggressive tone typical of activist short reports.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-row layout to contrast 'Rising Financial Stress' with the 'UBS Partnership Disaster'.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a three-row layout to present distinct pillars of the short thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
09
This is a classic activist short thesis summary slide.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a red flag icon to draw attention to the activist thesis regarding accounting irregularities.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
13
Uses a 'The Stock Promotion' vs 'The Spruce Point Cold Reality' framing to expose a discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
15
The slide uses a red flag icon to signal a warning/contradiction. It contrasts the company's stated margin drivers with the author's skepticism.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
16
Uses a red flag icon to signal a warning about the company's business model claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
17
The chart highlights BR in red to emphasize the discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
20
The slide uses a red flag icon and red boxes to emphasize the discrepancy between earnings growth and stagnant cash flow.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
22
Uses a red flag icon to signal a warning about disclosure practices.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
23
The slide uses a red arrow to visually highlight the removal of the '98%' retention rate metric.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a detailed financial table to demonstrate a capital crunch post-acquisition.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
25
The slide uses color coding (red) to highlight the specific period where FCF guidance was suspended.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a red flag icon to signal warning; includes a table of historical data and a timeline of management quotes.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
06
This is a classic activist short thesis summary slide.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
The slide uses red boxes to highlight the 60% and 32% figures, emphasizing the concentration of growth in specific segments.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a red box to highlight the Skechers row in the table.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a comparative structure to show a pattern of behavior.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
21
The slide uses red boxes to highlight specific data points that support the thesis of inventory mismanagement.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
22
The slide uses a red box to highlight the Q1 2022 YoY change (36%) and QoQ change (-1%) against historical averages.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
23
The slide uses a red box to highlight the 2021 data point, contrasting it with the 2015-2019 average.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide uses a red flag icon to draw attention to the negative/concerning nature of the data point.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Includes a specific adjustment for NCI and equity award tax payments to derive 'Spruce Point Adjusted CFO'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
28
The slide highlights that G&A expenses (less specific items) have not scaled with revenue, suggesting a lack of operating leverage.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
31
Spruce Point Capital Management branding (pine tree logo).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a peer group to argue for multiple contraction by highlighting that Skechers' metrics are more aligned with lower-multiple peers than the 'premier' athletic brands.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'Spruce Point Discount' of 20% to arrive at a lower P/E multiple for the SPCM estimate.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit