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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 69,691-69,720
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
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69,691-69,720 of 96,741

filter-aware
09
The table uses a 'URI Playbook' column to highlight where XPO's behavior mirrors past fraudulent activity.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
The slide uses a 'URI Playbook' column to draw parallels between XPO's actions and a previous case of accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
The slide uses a 'precedent_table' structure to systematically dismantle the company's reported earnings quality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
16
Uses a Jim Chanos quote to frame the company as a potential Ponzi-like scheme dependent on continuous capital raising.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
19
Uses a press release screenshot as evidence of XPO's capital commitment to a warehouse facility.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
20
Includes a specific callout of a dropped disclosure from the 2016 10-K and red arrows highlighting negative trends in the data table.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
21
Uses a two-part table to contrast the bank's perspective vs the shareholder's perspective on a specific financial transaction.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
23
Uses a Q&A transcript from an earnings call to highlight management's bonus metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a table to demonstrate how pension gains are inflating earnings metrics, contrasting them with GAAP pre-tax profit.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses direct quotes from regulatory filings to build a case for financial manipulation or business deterioration.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
32
Uses a red box to highlight the discrepancy between the organic revenue adjustment and the actual FX loss reported in the 10-K.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
36
Uses red boxes to highlight missing or changed data points between two reporting periods.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
41
The slide uses a matrix structure to link individuals to specific companies and 'Serious Concern' categories.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
42
Uses a matrix-like structure to compare United Waste Systems and United Rentals, focusing on the 'Jacob's Roll-up' strategy and subsequent 'Financial Outcome' (fraud/legal issues).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
43
Includes a red flag icon pointing to a specific litigation note for Chris Brown.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses red underlining to draw attention to the specific employment history of the CAOs at GE and Arthur Andersen.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses the decline in ownership to imply that management is becoming more aggressive in accounting practices due to lower personal risk.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
47
Includes a callout box highlighting the lack of transparency in compensation metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
51
Uses a screenshot of an interview to frame a contradiction between his public persona and legal status.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
53
Uses screenshots of company websites to establish the link between the individual and the two companies.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses the analyst consensus to argue that the market is being misled by sell-side optimism.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
62
The slide uses a 'Spruce Point Normalized' column to adjust XPO's reported figures, effectively performing a forensic accounting reconciliation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
64
The slide uses a 'Common Sense' valuation category alongside traditional financial metrics to frame the investment thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
66
The slide uses a 'precedent_table' to show that the target company's narrative is a common industry trope, undermining its value proposition.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
67
Includes red box annotations highlighting data discrepancies in IT professional counts and zero patent counts.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit