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70,261-70,290 of 96,741
34
Uses Amazon price tracker screenshots to demonstrate price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
35
The slide uses a 'Here's What Management Wants You To See' framing, which is a classic activist short-seller technique to set up a contradiction.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
36
Includes Spruce Point Capital Management branding and page number 36.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
37
Uses photographic evidence to undermine management's strategic narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a CEO quote to contradict the market's expectations for growth.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
40
Uses red boxes and strikethrough lines to visually emphasize the accounting inconsistency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
41
The slide uses a table to isolate the 'FLAWLESS Acquisition' impact on sales growth, comparing 3-month and 6-month periods.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
Uses a call-and-response format to highlight the contradiction.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Uses a vertical process flow to link executive departures with a lack of corporate disclosure.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
Uses SEC Form 4 filings and Bloomberg data to contrast corporate deal narrative with insider behavior.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
Uses red boxes and arrows to link the main table to a snippet from the company's 10-Q filing.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
52
Uses a screenshot of a LinkedIn profile to prove the existence of a secondary role.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
54
The slide uses a yellow callout box to highlight quotes from an anonymous source.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
56
Uses a call-and-response format to contrast analyst questions with management's lack of knowledge.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
58
Uses Amazon search results and price history charts to demonstrate brand dilution and price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses red boxes to highlight the declining acquisition revenue figures ($102.1m -> $84.8m -> $78.8m).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
64
The slide uses a table to contrast reported income with related party expenses, suggesting potential manipulation of EBITDA.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
65
The slide uses a structured list format to present evidence of control across four categories: Management, Location, Legal/Board, and Customer.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table contrasts 'Aggressive Current Accounting' with 'Correct Accounting' across five financial categories.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses red arrows and boxes to highlight discrepancies in employee counts and corporate affiliations.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses red boxes and arrows to highlight address overlaps and copyright notices.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
The slide uses a red box to highlight the specific discrepancy in the 'Cash From Operations' row of the compensation table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
Uses a CEO quote to contrast with the accounting reality shown in the table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
80
Includes a table comparing reported vs. adjusted EPS and a secondary table showing bonus performance metrics.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
83
The table highlights a bearish thesis by comparing current market price against analyst consensus.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
85
Uses a pie chart to visualize import concentration and pull-quotes to highlight management's downplaying of risks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
86
Includes a table of recent sales and two charts: one showing flat ownership percentage and one showing stock price with sell indicators.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
87
Uses 'Follow the money' as a rhetorical device to frame financial data as evidence of negative sentiment.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
88
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from historical performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
89
The slide highlights that CHD's premium valuation is unjustified given its growth profile and dividend yield compared to larger, more established peers.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit