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Matching slides 96,741
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751-780 of 96,741
05
The slide uses a three-part structure to categorize allegations: financial performance, organizational structure, and historical audit issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal4 hits
06
The slide uses a 'villain' framing technique to highlight governance and accounting risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal4 hits
08
The slide uses a 'villain_critique' structure to highlight management's alleged malfeasance and financial engineering.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal4 hits
28
Uses a comparison table and excerpts from news/regulatory reports to build a narrative of auditor risk.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence4 hits
129
Includes a table of financial data and callouts pointing to specific suspicious figures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction4 hits
18
Uses a red arrow to visually connect the CEO's claims to the eventual financial impairment.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
11
Uses a combination of a table and callout boxes to visually demonstrate the 'revenue benefit' and 'earnings benefit' derived from accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment4 hits
51
Uses a visual comparison to highlight operational differences between two business models.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction4 hits
56
Uses a timeline-like flow to show the progression from initial claim to financial modeling to actual results.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction4 hits
60
The slide uses a red-box highlight technique to draw attention to the 'Realistic Estimate' column and specific metrics that drive the unprofitability thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction4 hits
50
Includes three distinct data tables: Diabetes Statistics, Market Shares, and Market Penetration.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
69
The slide uses a causal-chain framework to link management actions (price hikes, product rollouts) to customer behavior (stockpiling) and financial outcomes (revenue growth).Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 4 hits
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 Struggle4 hits
40
Uses red arrows and callouts to highlight the gap between historical performance and future targets.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle4 hits
57
Uses red boxes and arrows to connect specific financial statement line items to contradictory text in the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 4 hits
75
Uses legal document excerpts with red arrows to highlight specific contract amendments.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 4 hits
17
Includes two tables from SEC filings (10-K) with red callout boxes highlighting 'Change in bank overdrafts' and 'Book and bank overdrafts'.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg4 hits
24
The slide uses red boxes and arrows to highlight specific line items in a financial table that the author deems problematic.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence4 hits
16
The slide highlights the dependency of Amdocs on a stagnating telecom sector.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
22
Uses a 'he said/she said' format to expose management obfuscation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
54
Uses red arrows and callouts to highlight the change in line item description while the underlying accounting figures remain consistent.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 4 hits
59
Uses red arrows and callout boxes to highlight specific discrepancies in financial reporting terminology.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 4 hits
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 4 hits
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
28
Uses a visual comparison of store aesthetics and pricing models to frame Dollarama as the 'worst of both worlds'.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 4 hits
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 4 hits
26
The slide uses four distinct data tables to summarize survey findings from Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)4 hits
08
The slide uses a stock price chart with callouts to highlight specific dates and events that the author claims are misleading or problematic.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction4 hits
17
The slide uses Google Trends as a proxy for business health to contradict growth narratives.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof4 hits
44
Uses red underlines and callout boxes to highlight specific phrases in SEC filings and contract excerpts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution4 hits