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Callout

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Matching slides 96,741
Current window 69,811-69,840
Pages 3,225
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69,811-69,840 of 96,741

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01
Slide 1
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
06
Uses a 'before-after' style contrast between financial distress and executive greed.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses two stacked bar charts to show the shift in GPU composition from 2017 to 2018, emphasizing the decline in retail contribution.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
09
Includes visual indicators (red arrows) for downward price target revisions.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a bear-case valuation methodology to argue for significant downside in CVNA stock.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
The slide uses a list of red arrows to emphasize key points of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
This is a classic activist short thesis slide, using bold headers to categorize arguments into business model critique and accounting/governance concerns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
This is a classic activist short thesis slide, focusing on 'villain' identification and governance red flags.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The slide uses a bulleted list format to present four distinct pillars of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
The table highlights the comprehensive nature of Spruce Point's research compared to other entities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a grouped bar chart to show the divergence between rising sales and negative operating cash flow.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a 'How This Goes To Zero' framework, common in short-seller activist decks.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
20
The slide uses a 'Spruce Point' vs 'Street' comparison to justify a bearish thesis on valuation multiples.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
22
The slide uses a 'gap analysis' approach to discredit the management team's qualifications.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a side-by-side comparison of official SEC bios versus a company profile from Gust.com to highlight the omission.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
24
Uses a contrast-pair framework to juxtapose the 'convicted felon' history of DriveTime with the 'sexy tech' branding of Carvana.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a combination of visual screenshots and a feature-comparison matrix to argue that Carvana's business model is not unique.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
93
The slide uses red boxes to highlight specific negative sentiments in employee reviews.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
94
Includes specific excerpts from a legal case (Kerry Chambers, et al. vs. Amdocs Limited, et al.) with underlined emphasis on key allegations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
104
Uses visual evidence (screenshots of signature pages) to highlight a governance anomaly.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
The slide uses a table to show analyst price targets and recommendations to contrast with the activist's bearish thesis.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
The slide uses a table to contrast historical performance (FY19-20) with forward-looking qualitative assessments (FY21-23) and quantitative downside targets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
115
Uses direct quotes from earnings calls to highlight the contradiction between management's narrative and the acquisition timeline.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
119
The slide uses historical financial data from Comverse 10-Qs to challenge Amdocs management's narrative regarding the acquired assets' performance and revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
127
Uses direct quotes from earnings calls to highlight discrepancies with external financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit