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Matching slides 118,471
Current window 77,551-77,580
Pages 3,950
Rows per page 30
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77,551-77,580 of 118,471

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01
Slide 1
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
06
Uses a 'before-after' style contrast between financial distress and executive greed.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
09
Includes visual indicators (red arrows) for downward price target revisions.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a bear-case valuation methodology to argue for significant downside in CVNA stock.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
The slide uses a list of red arrows to emphasize key points of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
The table highlights the comprehensive nature of Spruce Point's research compared to other entities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
20
The slide uses a 'Spruce Point' vs 'Street' comparison to justify a bearish thesis on valuation multiples.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
22
The slide uses a 'gap analysis' approach to discredit the management team's qualifications.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a side-by-side comparison of official SEC bios versus a company profile from Gust.com to highlight the omission.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
25
Uses red boxes and arrows to draw attention to specific line items in balance sheet tables.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a combination of visual screenshots and a feature-comparison matrix to argue that Carvana's business model is not unique.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses error bars to represent one standard deviation, suggesting a statistical comparison of price and mileage dispersion.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a collage of news headlines to demonstrate the 'Amazon of used cars' narrative being pushed by management and media.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
30
Uses Reddit and customer review screenshots as primary evidence to contradict management's growth narrative.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
102
Uses red arrows and brackets to correlate specific table rows with timeline events.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
The slide uses a table to show analyst price targets and recommendations to contrast with the activist's bearish thesis.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
The slide uses a table to contrast historical performance (FY19-20) with forward-looking qualitative assessments (FY21-23) and quantitative downside targets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
113
Uses a 'villain critique' style to highlight the discrepancy between management's stated inorganic growth contribution and the analyst's calculated figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
117
Uses a side-by-side table comparison to expose management's claim of 'immaterial' revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
122
Uses a side-by-side table comparison to highlight the discrepancy in organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
126
Uses a side-by-side table comparison to show how the inclusion of Kenzan revenue impacts organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
127
Uses direct quotes from earnings calls to highlight discrepancies with external financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
128
The slide highlights a discrepancy between management's reported organic growth and the analyst's estimate, suggesting potential revenue misclassification.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit