slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 70,921-70,950
Pages 3,225
Rows per page 30
Component
70,921-70,950 of 96,741
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
43
The slide uses red boxes to highlight the specific line items where tax-affected pension contributions are added back to free cash flow.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
44
The table demonstrates a significant divergence in FCF trends due to Spruce Point's adjustments for pension settlements, stock compensation tax impacts, and other items.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
45
The slide uses a 'back-of-the-envelope' check to highlight a discrepancy in cash flow reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
46
The slide uses a red box to highlight the FY 2020E projections and adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
47
Uses two tables to contrast dividend growth and share buyback trends against company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
48
Uses callouts to contrast quotes from different quarters to show lack of precision.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a LinkedIn profile screenshot and a historical report snippet to establish a pattern of behavior.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
53
Uses callout boxes to emphasize specific regulatory and audit-related risks found in SEC filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
54
The slide highlights a trend of rising tax compliance and planning fees paid to the auditor, suggesting potential aggressive tax accounting or governance concerns.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses a tree logo, likely representing Spruce Point Capital Management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a dual-axis chart to show the annual impact vs the massive cumulative $1B impact.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a comparison of two text blocks from 10-K filings to show the removal of a specific liability recognition clause.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses a red box and arrow to draw attention to the discrepancy in cash payments ($9.8m vs $26.0m) and the omission of 2015/2016 actions in the 2019 report.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a callout to point out that high job losses are associated with abnormally low charges per job.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses red callout boxes to emphasize 'Undisclosed' status for specific locations.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
64
Uses Wayback Machine and company website data to show zero change in location count.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
66
Uses a quote from the company to set up a contradiction with the activist's thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
69
Uses screenshots of proxy statements and press releases to build a case of non-disclosure and guilt-by-association.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
71
Spruce Point Capital Management branding.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
72
Uses a quote from the company's proxy statement to contrast with the activist's critique of the board's financial oversight.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
74
Highlights the expansion of legal language in clawback provisions following identified accounting anomalies.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table detailing 2018 AIP financial modifiers for various executives, highlighting the CEO's Adjusted EPS component.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
79
The red arrow emphasizes the downward trend in insider ownership.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses arrows to visually emphasize the upward trend in price targets despite negative operational indicators.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit