Matching slides 79,264
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69,481-69,510 of 79,264

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27
The slide uses a red flag icon to signal a warning about management's accounting practices.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
28
The slide uses a red arrow to visually emphasize the 'Slowing Growth' trend and red text to highlight specific figures in the disclosure excerpts.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
31
Uses red arrows to visually highlight the removal or change of the '80%' statistic.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
32
Uses red boxes and arrows to visually highlight the discrepancy in data points.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
34
Uses screenshots of company investor presentations to contrast TAM figures over time.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
37
Uses a classic 'Promotion vs. Reality' framing to undermine corporate narrative.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
40
Uses red arrows and callouts to demonstrate the shifting classification of spending items.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red box to highlight the discrepancy between actual and presented costs, and a red arrow to emphasize the trend.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red flag icon to signal a warning about management's claims and compensation practices.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
43
The table uses a 20-year DCF model with conservative assumptions to highlight value destruction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a red highlight to emphasize the 5.5x ratio, signaling a breach of the 3.5x limit.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a combination of quotes from earnings calls and a table comparing incentive compensation thresholds to demonstrate how the UBS deal pushed compensation above target.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
46
Uses a red flag icon to highlight the contradiction between management quotes and the data table.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
47
Uses a table to contrast annual report disclosures against growth metrics and word counts.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
48
Uses a red flag icon to signal a warning/contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a red box and arrow to highlight the specific contradiction between the 100% recurring revenue claim and the analyst's report.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
53
Uses a red flag icon to signal a warning/contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
54
Uses two side-by-side financial tables to highlight the discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
55
Includes a quote from a 2021 conference call to contrast with 2022 performance.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a red flag icon to signal a warning/contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses red boxes to highlight specific margin figures and callouts to emphasize the negative impact of the acquisition.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses a red arrow to connect the definition of 'Audit-Related Fees' to the 2021 data point, emphasizing the spike.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
65
Spruce Point Capital Management branding (tree logo).Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table highlights the 'Potential Recession' (2022) column in red to emphasize the deteriorating financial position compared to historical periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
67
The table highlights specific years (2014-2016 and 2021-2022) in red to emphasize high margin periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
The slide uses a combination of a data table and a stock price chart annotated with insider sell signals to support the 'insider enrichment' thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses a red flag icon to emphasize the activist's skepticism of analyst rigor.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses Bloomberg terminal chart style to highlight valuation divergence.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide highlights that BR's 27.9% gross margin and 0.8% capex margin are significantly lower than the FinTech peer average, yet it commands a 16.4x EV/EBITDA multiple.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
The slide contrasts company-disclosed currency risk with stagnant sell-side financial estimates.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit