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Quote

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

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Matching slides 10,645
Current window 7,441-7,470
Pages 355
Rows per page 30
Component: Quoteclear collectionreset all
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7,441-7,470 of 10,645

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16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a red box to highlight Q2 2018 and a red arrow to emphasize the decline in the following two quarters.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a combination of clinical study citation and expert testimony to undermine the bull case for Dexcom's technical superiority.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a patent excerpt and a user testimonial to validate the technical improvement.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
28
Includes a pull-quote from a current employee and a summary of an interview with Bigfoot Biomedical CEO Jeffrey Brewer.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
30
Includes a quote from an Insulet earnings call as evidence of industry anticipation of interoperability.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
55
Includes a quote from Abbott's 4Q FY18 earnings call to support the thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
62
Uses a 'CEO quote contradiction' framework to contrast past management statements with current market realities.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide uses a quote from a JP Morgan research note to illustrate the 'guesswork' being performed by the sell-side.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
66
Uses a combination of a stylized line chart and a pie chart to illustrate a discrepancy in loan pricing and credit quality.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
16
Uses a Jim Chanos quote to frame the company as a potential Ponzi-like scheme dependent on continuous capital raising.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
26
The slide uses a table to demonstrate how pension gains are inflating earnings metrics, contrasting them with GAAP pre-tax profit.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
32
Uses a red box to highlight the discrepancy between the organic revenue adjustment and the actual FX loss reported in the 10-K.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
33
The slide uses a direct quote from the company's 10-Q to expose a change in accounting presentation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
39
Uses a 'ceo-quote-contradiction' framework to highlight hypocrisy.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
51
Uses a screenshot of an interview to frame a contradiction between his public persona and legal status.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
33
The slide uses a combination of historical debt analysis and peer benchmarking to highlight financial mismanagement.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
01
Slide 1
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
45
Uses a 'before-after' style logic to contrast management's stated goals with the actual cash flow math.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
50
Includes a direct quote from the CEO and a comparison of two financial guidance tables to highlight the D&A reduction.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
53
Includes a quote from a former CFO to support the argument that historical spending was maintenance-heavy.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
59
Uses direct quotes from conference calls and industry reports to highlight the gap between management narrative and business reality.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
60
The slide uses a Q&A excerpt to frame the company's strategic review as a sign of failure, leading to the impairment thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
62
Uses a quote from a Q1'17 conference call to establish the baseline of management's previous optimism.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
16
Uses callout boxes to annotate tables and highlight the cessation of specific metrics in 2016.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
Includes a quote from Noodle Partners to reinforce the argument that traditional OPMs are desperate to maintain their high-margin contracts.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
40
Includes a specific quote from a Q3 2017 earnings call to highlight the contradiction.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit