Matching slides 96,741
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71,011-71,040 of 96,741

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Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
44
Uses a red flag icon and a red box to draw attention to the accounting hiring needs.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
47
Uses a combination of CEO quotes, customer testimonials, and a quantitative liability buildup table to expose a potential accounting discrepancy.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a 'before-after' or 'side-by-side' comparison of two different investor presentation slides to expose a contradiction in Porch's financial reporting.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
51
Includes a red flag icon and a direct excerpt from a legal filing.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
54
Uses a red flag icon to signal a warning/contradiction. Includes BBB reviews as qualitative evidence of low quality.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses historical financial data to justify a valuation multiple for a target company.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
The slide highlights that market data providers (Capital IQ, Yahoo Finance, Bloomberg) are undercounting shares, leading to an understated market capitalization.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a variant valuation approach to argue that the equity could be worthless.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a visual metaphor of rats and skull-and-crossbones symbols to imply that the company is ignoring significant risks.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
The slide uses a 'precedent_table' structure to establish credibility by highlighting past successful short-selling or activist campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a precedent table to establish credibility by showing past successful short campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses a structured table format to present four distinct pillars of the short thesis, each linked to supporting slides.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a structured table format to map specific allegations to supporting evidence in other parts of the deck.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
13
Uses a vertical timeline structure with red arrows indicating the 'reality' check against the initial claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
The slide uses a call-and-response format to highlight management's optimistic claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
16
The slide uses a callout-style layout to present expert testimony as evidence for the activist thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
17
The slide uses a dialogue format to highlight discrepancies in reported revenue figures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
19
The slide uses a red flag icon to signal warning/danger.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
Includes a red box highlight on the 'EV / Current Year Sales' column to emphasize the valuation discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
Uses a red flag icon to highlight the risk factor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide serves as a narrative hook for the activist thesis, framing the subsequent investigation as a validation of external warnings.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
The slide uses a specific GAO protest document to undermine the company's credibility regarding operational efficiency.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
Includes excerpts from a legal complaint (Dahra Engineering vs L3 SDS).Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses a call-and-response structure to highlight evasion.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a table to highlight the discrepancy between stated goals and actual financial reporting.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a table to calculate implied international revenue and expose the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
Uses a call-and-response dialogue format to expose a potential misrepresentation of revenue sources.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses red text in the 'Description' column to highlight the word 'DEFECTIVE' as a rhetorical device.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses red boxes to draw attention to specific financial figures and subsidiary ownership structures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit