slides · global inventory
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Matching slides 79,264
Current window 70,231-70,260
Pages 2,643
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Component
70,231-70,260 of 79,264
71
Uses IRS survey data to undermine Intuit's investor day claims regarding market penetration.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a combination of a bar chart, a small table for 2021 statistics, and a large summary table to demonstrate the variance between Intuit's reported figures and actual IRS data.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table of unit/revenue analysis and two side-by-side bar charts from different years (2018 vs 2021) to demonstrate data drift.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'variance' analysis to highlight the gap between company-reported metrics and independent calculations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
80
Uses two tables to contrast derived Live metrics with disclosed ARPR data to build a case for weak pricing leverage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a table to compare total consumer segment growth against growth excluding Live revenue, highlighting a deceleration in the latter.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
82
Includes a detailed table of financial metrics from FY2014 to FY2024 to support the thesis of margin inconsistency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
87
The slide highlights Intuit's brands (Lacerte, ProSeries) in red boxes within the tables to emphasize their underperformance.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a dual-axis chart to show revenue growth vs. absolute revenue.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a table to deconstruct revenue segments and apply a 'Spruce Point View' on their recurring nature.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
100
The slide uses a combination of tables and callouts to highlight the discrepancy between rising segment margins and contracting corporate margins following expense reclassifications.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
104
Uses a combination of financial disclosure tables and qualitative argument to challenge management's accounting estimates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
105
The slide uses SEC filings (10-K) as the primary source for peer benchmarking.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a 'Spruce Point Adjusted' methodology to argue that Intuit's reported earnings are inflated due to aggressive amortization assumptions.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
108
The slide uses a red arrow to visually isolate the CEO's tenure and a red box to highlight the WACC threshold.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
109
The slide uses red bars to highlight Intuit's position in specific metrics, emphasizing negative performance relative to peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
114
This is a classic 'thesis' slide used in activist investor presentations to anchor the argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
116
The slide uses red shading to highlight performance gaps against long-term targets.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
117
The slide uses a combination of screenshots from financial terminals and a custom table to illustrate the accounting errors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
118
The slide highlights a trend of insiders selling shares while active institutional investors reduce their positions in favor of passive funds.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
119
The slide uses a table to expose a contradiction between analyst sentiment (mostly Buy/Outperform) and the actual price target upside (9%).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
120
The slide uses a 'valuation story' framing to argue that regardless of how Intuit is categorized, it is overvalued compared to its peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
121
Uses a combination of qualitative arguments (left) and quantitative valuation bridge (right) to support a bearish thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a red box to highlight the EV/NTM Revenue column, emphasizing the valuation gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit