slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,201-70,230
Pages 2,643
Rows per page 30
Component
70,201-70,230 of 79,264
108
The slide uses a sum-of-the-parts valuation approach to justify a significant downside risk.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
01
The slide uses a 'cockroach' visual metaphor to imply infestation or rot within the company's financials.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a narrative structure to frame the company's shift from a software-focused business to a services-focused one as a negative development.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
11
This is a dense text-heavy slide summarizing the core arguments of an activist short report.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
14
The slide uses a table to contrast reported segment revenue with a list of services, highlighting that many revenue streams are estimated rather than reported.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
15
The table has a large red X over the Q1 FY18 column, likely indicating a change in reporting or a point of contention.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
18
The slide uses a 'red flag' callout box to highlight the 22% revenue assumption as a potential point of failure in analyst modeling.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
19
Includes a quote from a former executive and a competitive landscape callout.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
20
Uses a combination of qualitative transcript analysis and a quantitative estimation table to build the case for non-disclosure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
23
The slide uses a table to expose inconsistencies in Intuit's loan reporting, specifically focusing on the 'Difference' row and the shifting disclosure practices.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
24
Includes a screenshot of Intuit's loan calculator and a table calculating interest revenue over 9 quarters.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
25
Uses a dual-axis chart (bar for lending, line for growth) with numbered callouts to annotate specific periods of decline and strategic shifts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
26
Includes a red box highlight on the chart to emphasize the recent upward trend in delinquency rates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
35
Uses a 'red X' overlay on a 2018 slide to visually demonstrate failure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
38
The slide uses survey data to argue that vertical SaaS platforms are a threat to QuickBooks by expanding into accounting.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
42
The slide uses a red bar to highlight Mailchimp among its competitors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
46
Data table comparing Mailchimp, Constant Contact, Klaviyo, Zoho, and Sendgrid.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
47
The slide highlights a sharp decline in the number of websites using Mailchimp, specifically among top-traffic sites.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses BuiltWith data to support the thesis of Mailchimp's decline relative to Klaviyo.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a combination of a historical line chart and a comparative valuation table to establish a 'premium' calculation.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
50
The chart illustrates the 'top-ticking' of a market cycle by highlighting the acquisition date against a declining valuation trend.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
52
Uses expert testimony from Tegus to frame Credit Karma as a cyclical 'digital direct mail' business.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses callout boxes to emphasize specific negative trends identified in the data.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
56
Includes a red trend line on the top chart and a red box highlighting negative growth on the bottom chart.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
57
The chart uses a red box to highlight the 'Negative PoP Change' area.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
62
Uses callout boxes to annotate specific points in the timeline of financial reporting changes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a 'before-after' framing to show the impact of the Mint shutdown announcement on competitor metrics.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
64
The slide uses a combination of a line chart showing rising enforcement actions and news headlines about failed banks (Cross River, Silvergate, Signature) to build a case against the partner bank.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Includes a dual-axis chart showing lobbying spend vs number of lobbyists, and a screenshot of an Intuit blog post as a counter-example.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit