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Matching slides 96,741
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70,381-70,410 of 96,741
01
The imagery depicts a burning laundry facility with rats, visually reinforcing the 'bad business practices' thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a 'Quote From Ben Axler' as a framing device to establish the firm's contrarian thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
07
The slide uses a strong 'villain' framing by highlighting fraud and safety risks to justify a short thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a 'villain' framing by linking the auditor to a past accounting scandal at Papa John's and questioning the independence of the audit committee.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a strong 'villain' framing by attacking the company's billing practices, governance, and acquisition strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
10
Uses a hub-and-spoke diagram to illustrate the breadth of stakeholders affected by Cintas's alleged misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a 'before-after' or 'contradiction' framing to undermine the company's stated business strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
Uses red arrows as visual anchors for each of the four points.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
Uses a specific case study (Merrillville, IN) to support the thesis of systemic regulatory non-compliance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a 'villain' framing technique to associate the company with a fatal negligence case.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
20
Uses screenshots of actual contracts as evidence of pricing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
23
Includes a callout box highlighting the competitive advantage of APi over Cintas.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses a timeline to highlight the rapid increase in acquisition price, framing it as a desperate overpayment.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
Uses a chronological sequence of quotes to highlight a shift in management's ability to track or verify their own margin expansion claims.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
28
The slide uses red boxes and red text to highlight deteriorating financial ratios.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
74
Uses a screenshot of a PCAOB database search to link the two companies via a shared audit partner.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses red text to highlight omissions in the director's biography, framing them as deceptive.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide uses a network diagram to imply illicit financial activity by linking an individual to an offshore entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
The slide uses a call-and-response format to frame the executive's testimony as evidence of poor corporate governance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
Uses a callout to highlight the omission of the Sipex scandal in the subject's biography.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
The slide uses a red box to highlight the DIO row, emphasizing the 'bloated' figures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
82
Uses red boxes to highlight the specific restated figures and a callout box to anchor the stock price drop to the news event.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
Uses a combination of biographical claims, legal excerpts, and stock performance to undermine the credibility of a board member.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
85
The table highlights Monolithic Power (1) with a red border to emphasize the discrepancy.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
86
Uses visual evidence (photos) and public records (sales history, FAA data) to build a narrative of executive enrichment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
87
The slide uses red circles to draw attention to specific periods of insider selling activity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
89
Uses a red box to highlight the 'NO' presence for the most bullish analysts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
90
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from fundamental performance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
91
The slide highlights that MPWR trades at a premium multiple compared to its peers, which the author argues is based on faulty assumptions.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
95
The slide uses a valuation bridge approach to adjust consensus figures for alleged accounting irregularities.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit