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slides · global inventory

Paragraph

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

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Matching slides 118,471
Current window 77,281-77,310
Pages 3,950
Rows per page 30
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77,281-77,310 of 118,471

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07
The slide uses a standard SOTP valuation structure to derive a 26% upside potential.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
The slide contains two distinct sub-sections (left and right) summarizing market position and sales data.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
22
Uses Bloomberg terminal charts to illustrate precedent for stock price reactions to accounting issues.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
23
The slide uses a red border to draw attention to the target company (MacDonald Dettwiler) and its outlier metrics.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
24
The chart uses a vertical red line to demarcate the pre-merger and post-merger periods.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
26
The slide uses a before-after comparison to highlight a shift in financial metrics following an acquisition.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
29
Highlights the discrepancy between the 2013 figures reported in the 2013 Annual Report versus the 2014 Annual Report.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
31
The slide uses a red box to highlight the 'Adjusted Free Cash Flow' row and a red arrow to highlight the 'Total Debt' row for the LTM 6/30/18 period.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
32
The slide uses a red arrow to visually emphasize the trend of increasing DSO over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
38
Uses a red star and red callout box to highlight specific inaccuracies in the provided biography text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
39
The slide highlights the lack of alignment between management and shareholders.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
40
Uses a direct quote from a conference call to set up a contradiction with official proxy filing text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
43
The slide uses a 'bridge' structure to expose accounting manipulation, specifically targeting capitalization of costs and depreciation classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
44
The slide uses a table to quantify the impact of accounting changes on revenue and EBITDA across seven quarters.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 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
46
Uses a before-after comparison to highlight management's failure to meet leverage targets.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
47
The slide uses a 'Spruce Point Reality' column to adjust EBITDA downwards and Debt upwards, resulting in a higher leverage ratio (5.8x) than the company's reported 4.4x, exceeding the 5.5x covenant.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
48
Uses financial statement excerpts to highlight a discrepancy in asset valuation and classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
49
The slide uses a red box to draw attention to the 'Amortization of acquisition related intangible assets' line item.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 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
51
The slide uses a table to contrast disclosure methods (Press Release, Conf Call, etc.) against specific one-time items, with a supporting income statement snippet.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
52
Uses a 'satellite industry heuristic' to derive a $225m annual recurring capex figure, contradicting management's $300-350m guidance for 2018.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
54
The slide uses a table to calculate the implied price per km2 of the NGA contract to challenge the bull case thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
57
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
58
The slide uses a red arrow to emphasize the -12.7% YTD 2018 organic growth decline.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
63
The slide uses arrows to indicate ownership trends (green up, red down).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
64
The slide uses a table to contrast current analyst consensus with the author's bearish thesis, specifically highlighting the 'accounting magic' and 'legacy Canadian broker' bias.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
65
Uses red arrows to visually emphasize the downward trend in estimates.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
68
The table includes specific adjustments for debt, cash, and investments, and explicitly notes the exclusion of a potential $227m Ukraine arbitration payout.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit