Matching slides 96,741
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72,751-72,780 of 96,741

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The slide uses a red bar to highlight Mailchimp among its competitors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
43
Uses expert network testimony (Tegus) to undermine the investment thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses red text to highlight key negative sentiments within the quotes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a combination of qualitative narrative (Shopify's statement) and quantitative data (revenue growth comparison) to build a case against Mailchimp's competitive position.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
46
Data table comparing Mailchimp, Constant Contact, Klaviyo, Zoho, and Sendgrid.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
47
The slide highlights a sharp decline in the number of websites using Mailchimp, specifically among top-traffic sites.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses BuiltWith data to support the thesis of Mailchimp's decline relative to Klaviyo.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a combination of a historical line chart and a comparative valuation table to establish a 'premium' calculation.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
51
Spruce Point Capital Management branding (pine tree logo).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
53
Includes a direct quote from a former Intuit director to support the thesis of a 'frenemy' relationship.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
59
Uses external citations (MIT Credit Union, Medium, Reddit) to build a case of consumer deception.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a chronological sequence of quotes to highlight management's shifting narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
64
The slide uses a combination of a line chart showing rising enforcement actions and news headlines about failed banks (Cross River, Silvergate, Signature) to build a case against the partner bank.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
65
Spruce Point Capital Management branding (tree logo).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The slide uses a timeline-style list of events to build a case against the company's integrity.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
67
The slide uses a direct quote from a government official to frame the company's ongoing behavior as a persistent risk.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
Uses a letter from Senator Ron Wyden as primary evidence to expose corporate negligence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Includes a dual-axis chart showing lobbying spend vs number of lobbyists, and a screenshot of an Intuit blog post as a counter-example.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
75
Uses a table-like structure to contrast past vs present management sentiment.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
79
The table uses red shading to indicate missing data points, emphasizing the lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'villain critique' style by leveraging expert testimony to undermine the company's public narrative.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
89
Spruce Point Capital Management branding (pine tree logo).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
93
Uses a 'villain' framing by highlighting negative press and government investigations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
95
Uses quotes from earnings calls to highlight potential regulatory/privacy risks.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses a 'villain' framing by highlighting repeated security failures to undermine trust in the company's core competency.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