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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 72,781-72,810
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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72,781-72,810 of 96,741

filter-aware
99
The slide uses a table format to list specific accounting/reporting obfuscations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
105
The slide uses SEC filings (10-K) as the primary source for peer benchmarking.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a 'Spruce Point Adjusted' methodology to argue that Intuit's reported earnings are inflated due to aggressive amortization assumptions.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
109
The slide uses red bars to highlight Intuit's position in specific metrics, emphasizing negative performance relative to peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
110
Uses quotes to frame the CEO as a 'villain' or risk factor.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
114
This is a classic 'thesis' slide used in activist investor presentations to anchor the argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
117
The slide uses a combination of screenshots from financial terminals and a custom table to illustrate the accounting errors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
118
The slide highlights a trend of insiders selling shares while active institutional investors reduce their positions in favor of passive funds.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
119
The slide uses a table to expose a contradiction between analyst sentiment (mostly Buy/Outperform) and the actual price target upside (9%).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
120
The slide uses a 'valuation story' framing to argue that regardless of how Intuit is categorized, it is overvalued compared to its peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
121
Uses a combination of qualitative arguments (left) and quantitative valuation bridge (right) to support a bearish thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a red box to highlight the EV/NTM Revenue column, emphasizing the valuation gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
125
The slide uses a peer-based valuation methodology to argue for a share price correction.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a pyramid scheme visual metaphor to critique Aegon Ltd.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
05
Uses highlighting to draw attention to specific claims in the quotes.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
06
The slide uses color-coded text within quotes to highlight specific problematic claims.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a yellow background to highlight the core thesis text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses red text to highlight key allegations and data points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses red text to highlight specific controversial practices, framing them as evidence of manipulative business operations.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses red text to highlight key allegations and evidence points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses red text to highlight negative findings and regulatory/legal risks.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a red border to highlight the core thesis text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
13
The slide uses a numbered list format to present a series of investigative questions.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a direct comparison framework to systematically dismantle bull-case arguments.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses a tree logo, likely representing Spruce Point Capital Management.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Includes a red arrow pointing to the 'Americas' row in the table and a red callout box at the bottom.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
The slide uses red text to highlight specific defensive claims made by the recruiter.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit