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Matching slides 96,741
Current window 69,931-69,960
Pages 3,225
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69,931-69,960 of 96,741

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01
Slide 1
The image of a leaking/steaming water heater serves as a visual metaphor for the 'Strong Sell' thesis.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a two-column table to map specific concerns to the activist's perspective.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
05
Contradicts management's optimistic statements about their China consumer brand with Chinese state media calls for a 'peoples war' and boycotts of US goods.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
32
Uses document evidence to highlight the CFO's role during the formation of questionable business relationships.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a screenshot of a Glassdoor-style review to imply internal malfeasance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a structured list format to synthesize previous arguments into three thematic pillars.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Includes customer reviews from Amazon and a market share table showing Frontline's decline.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses screenshots of LinkedIn and SEC filings to build a case of non-disclosure.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Includes a visual comparison of the 'Historical' vs 'Future' supply chain and a news clipping about the FTPOA.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Includes a quote from a UK peer (Pets at Home) to illustrate the difficulty of scaling veterinary practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
59
The slide uses a side-by-side table to contrast two different valuation methodologies for PetIQ's wellness centers.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Uses a table to demonstrate the impact of accounting reclassification on margins.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
62
Uses a side-by-side comparison of quotes to expose management inconsistency.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic by using management's own assumptions to prove a negative outcome.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses red boxes to highlight negative gross profit, operating profit, and operating cash flow figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
65
The slide uses red boxes to highlight specific discrepancies between consensus and Spruce Point's projections.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The slide uses a comparison table to expose a contradiction in management's narrative regarding operating leverage.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
73
Uses red arrow to visually connect inconsistent data points across tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
74
Uses a red arrow to visually connect the rebate figure in the text to the operating income figure in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
76
The slide uses a table to contrast revenue/inventory growth against rebate growth, pointing to a specific supplier (Merial) as the potential source of the anomaly.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
77
The slide uses a direct excerpt from a company filing to demonstrate accounting manipulation or incompetence.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses a combination of credit agreement data and pro forma financial statements to derive an implied negative Q4 EBITDA for VIP.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
80
Uses excerpts from legal documents to build a narrative of anti-competitive behavior.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
83
The slide uses a structured argument format to dismantle management's growth narrative.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
86
The slide uses a snippet from a 10-K and a table from the cash flow statement to highlight the accounting treatment.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses a timeline-like structure to highlight the 'moving goalposts' of financial reporting.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
88
The slide uses two tables and two bar charts to demonstrate the divergence between reported adjusted metrics and GAAP/cash flow metrics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses two tables to correlate analyst ratings with their respective roles in equity raises, implying a quid-pro-quo relationship.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
93
Uses a stock chart with red sell markers and a table showing declining ownership percentages over three fiscal years.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
96
The slide uses a two-table structure: one for P&L adjustments and one for the valuation bridge to per-share value.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit