slides · global inventory
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Matching slides 96,741
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69,781-69,810 of 96,741
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The slide uses a grid of screenshots of acquired company websites to visually demonstrate the lack of integration.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
31
Uses screenshots of Glassdoor reviews with red underlines highlighting negative sentiment.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
33
The slide uses a detailed table to reconstruct organic growth by subtracting inorganic contributions and FX impacts from total sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
34
The table breaks down inorganic sales contributions by specific acquisition and adjusts for FX impact to derive estimated organic sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
37
Uses red arrows and brackets to highlight the disconnect between asset value growth and square footage distribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses visual evidence (photos) and data trends to challenge the company's 'tech' narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
48
Includes a red 'Not for official use' watermark overlaying the table.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
The slide uses a table of financial data to point out specific accounting anomalies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
52
Uses a visual mapping technique to show the transition from gross to net reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
58
Spruce Point Capital Management branding (pine tree logo).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a 'Four Different Inconsistent Statements' framework to undermine management credibility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
63
Includes a snippet from a 20-F filing and a table comparing Q1/Q2 2018 financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
66
The slide serves as a track record of successful short-selling/activist research.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
67
The slide uses a combination of a stacked bar chart showing cash decline and a screenshot of a 2011 investor presentation to highlight a contradiction between historical policy and current management rhetoric.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
70
The slide uses a 'Spruce Point Adjusted EBITDA' to derive debt capacity and then calculates potential inorganic sales growth based on acquisition multiples.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
71
Includes three charts showing Net OCF, OCF before working capital, Net Change in Working Capital, and Unbilled Receivables as a % of Revenue.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
74
Uses a legal precedent to establish a pattern of behavior (historical analogy).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a side-by-side comparison of two regulatory filing excerpts to demonstrate the removal of the 'long-term' qualifier.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'delta' bar to visually emphasize the lack of reconciliation between financial statements.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a combination of a financial table and a long-form text excerpt to highlight accounting opacity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
82
The slide uses a 'Spruce Point Adj. EPS' calculation to challenge the company's reported earnings quality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'Spruce Point Adjusted EBIT' calculation to demonstrate the impact of accounting adjustments on bottom-line EPS.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
87
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
88
The slide uses a table format to present qualitative evidence of questionable governance and operational structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
89
The slide uses the decline in ownership to imply a misalignment of incentives between management and shareholders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
90
The slide uses screenshots of Glassdoor-style reviews to support the thesis of a closed-off management culture.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit