slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 69,961-69,990
Pages 3,225
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69,961-69,990 of 96,741
06
The slide uses a peer comparison bar chart and a time-series bar chart to highlight margin anomalies.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a table to demonstrate a recurring discrepancy between forecasted and actual capex, framing it as a potential red flag.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses red arrow and red text to highlight specific discrepancies in 10-K filings.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses red boxes and arrows to highlight the contradiction between text and table data.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a table to highlight discrepancies between disclosed Capex and estimated total costs, framing the spending as an anomaly.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a 'less' adjustment table to calculate organic growth, followed by a table detailing acquisition multiples.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
16
The slide uses a red box annotation on the SEC form to draw attention to the low share count.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
17
The slide highlights that AOS's valuation multiples are high despite significant exposure to emerging markets, which the author argues should command a discount.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
18
The slide uses a table to highlight a disconnect between analyst optimism and their lack of local market intelligence.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
19
The slide uses red boxes to emphasize the negative change in fundamental holdings and the non-fundamental strategy of new buyers.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
20
The slide uses a sum-of-the-parts valuation approach, adjusting for illiquidity of cash in China and applying different multiples to regional business segments.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
06
Includes specific allegations regarding revenue recognition, management history, and operational failures (e.g., 'smell like vinegar').Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
07
The slide uses a series of bullet points to build a case for financial manipulation and aggressive accounting practices.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
08
This is a classic activist short thesis slide, combining governance red flags (CEO resignation, insider selling) with valuation concerns.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
10
The slide uses a timeline-over-chart approach to frame corporate events as 'red flags' for investors.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
11
The slide uses a 'before-after' comparison of Kornit's own marketing materials to expose the repetition of a failed strategy.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
13
The slide uses a deductive logic chain to estimate payments from Amazon based on warrant grant disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
16
The slide uses a photo of the equipment to ground the narrative in physical reality.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
18
The slide uses a 'before-after' comparison of royalty structures to highlight the negative impact on merchant margins.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
19
The slide uses external social proof (YouTube content) to validate the thesis of merchant frustration.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
21
Uses red underlining in the source text to emphasize specific risk-related disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
23
Uses shipping data (Bill of Lading) to calculate implied unit pricing and compares against financial guidance and inventory levels to highlight discrepancies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
24
The slide uses red and green boxes to highlight specific rows of interest in the shipping data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
25
Uses bill of lading data to estimate unit counts and total revenue, comparing against reported figures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
26
Uses a table to contrast GAAP revenues and inventory levels across 2018 quarters to suggest aggressive revenue recognition.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
28
Uses screenshots of an Amazon forum post and a Google search result to substantiate the claim of product failure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
29
The slide uses public import records to argue that demand for new printers has slowed.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
30
Uses a combination of SEC filing data, executive quotes, and stock charts to build a bearish case.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit