slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 77,701-77,730
Pages 3,950
Rows per page 30
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77,701-77,730 of 118,471
03
The slide uses a comparison table to establish credibility by showing past successful short calls.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Preempt Rebuttal1 hit
04
The slide uses a two-column table to map specific concerns to the activist's perspective.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
05
Contradicts management's optimistic statements about their China consumer brand with Chinese state media calls for a 'peoples war' and boycotts of US goods.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a peer comparison bar chart and a time-series bar chart to highlight margin anomalies.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a table to demonstrate a recurring discrepancy between forecasted and actual capex, framing it as a potential red flag.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses red bars to highlight the most recent data point (Q1'19) and red stars to indicate the timing of the initial warning.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses red boxes and arrows to highlight the contradiction between text and table data.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a red arrow graphic to emphasize the trend of 'Keeps Getting Worse'.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a table to highlight discrepancies between disclosed Capex and estimated total costs, framing the spending as an anomaly.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a 'less' adjustment table to calculate organic growth, followed by a table detailing acquisition multiples.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
15
The slide argues that declining insider ownership indicates management is not aligned with shareholders and may be gaming the system.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
16
The slide uses a red box annotation on the SEC form to draw attention to the low share count.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
17
The slide highlights that AOS's valuation multiples are high despite significant exposure to emerging markets, which the author argues should command a discount.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
65
The slide uses red boxes to highlight specific discrepancies between consensus and Spruce Point's projections.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The slide uses a comparison table to expose a contradiction in management's narrative regarding operating leverage.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
68
Uses a red arrow to visually link the CEO's quotes to the financial data table, highlighting the contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
70
The slide uses financial tables to contrast standalone performance with combined pro-forma results to argue that synergies are not materializing.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
71
Uses red boxes and arrows to draw attention to specific accounting adjustments in financial tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
73
Uses red arrow to visually connect inconsistent data points across tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
75
Uses a red box and arrow to highlight a specific line item in a financial table and its corresponding footnote.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses a combination of credit agreement data and pro forma financial statements to derive an implied negative Q4 EBITDA for VIP.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
82
Uses a before-after framework to illustrate structural industry change.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
83
The slide uses a structured argument format to dismantle management's growth narrative.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses a timeline-like structure to highlight the 'moving goalposts' of financial reporting.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
88
The slide uses two tables and two bar charts to demonstrate the divergence between reported adjusted metrics and GAAP/cash flow metrics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
89
Uses callout boxes to contrast management quotes with actual data shifts.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
90
Uses a 'before-after' style contradiction frame, comparing company claims against external audit records.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses two tables to correlate analyst ratings with their respective roles in equity raises, implying a quid-pro-quo relationship.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
94
The slide uses red boxes to highlight the premium valuation multiples of PetIQ compared to the peer groups.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
95
The slide highlights the discrepancy between management's reported metrics and the analyst's adjusted metrics, specifically focusing on the treatment of wellness center startup costs.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit