Matching slides 60,568
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The slide uses a combination of tables and a quote to suggest a contradiction between the CEO's stated mission and his personal financial behavior.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet3 hits
23
Uses direct quotes from BAML and Barclays conferences to frame the contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
33
Uses red boxes and arrows to highlight specific data points in tables that support the activist thesis.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
34
Uses a series of quotes to highlight management's evasiveness regarding market share.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
47
The slide uses red boxes to highlight the specific line items that do not reconcile.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction3 hits
22
Uses a red callout box to highlight the core accusation of revenue inflation.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
30
Uses red boxes and arrows to visually connect contradictory financial data points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
31
Uses a red box to highlight the discrepancy between estimated and reported revenues.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
61
The slide uses color-coded cells (red) in the final table to emphasize the dramatic increase in freight costs per ton for Contura Energy/AMR starting in 2017.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
83
Includes a table of environmental compliance violations for DTA asset.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
95
The slide uses a combination of tables and callout boxes to present market intelligence on coal import trends.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
52
The slide uses a red flag icon to signal a warning/red flag regarding financial reporting transparency.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
39
Uses a red warning box to highlight the core thesis and a red box to highlight the calculated cost inflation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
79
The slide uses a red flag icon to highlight the 'confidential' nature of the leaked data.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller 3 hits
37
Uses red flag iconography to denote areas of concern/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
48
The slide uses a red flag icon to signal a warning/contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
74
The slide uses a red arrow to visually connect the disclosure text to the balance sheet data, emphasizing the accounting nuance.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
51
Uses two tables from different sections of the 10-K to highlight a discrepancy between reported tax rates and actual cash outflows.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 3 hits
27
Uses red boxes and arrows to visually link the undisclosed plan to the 'Difference in Forecasts' table.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
49
Uses three tables to demonstrate the discrepancy between management's optimistic guidance and the analyst's more conservative projections.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
54
Includes a deal-break cost/benefit analysis table and a callout box summarizing the strategic recommendation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
69
Uses red arrows to draw attention to the specific per-tonne metrics being compared across three different company tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
47
Uses red boxes and arrows to highlight the change in accounting estimates and the resulting impact on financial ratios.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
59
The slide uses red and green boxes to highlight price differences in store shelf photos, corresponding to the data tables below each image.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
88
Uses a combination of data tables and quote-based contradiction analysis to undermine management credibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
25
The slide uses red boxes and arrows to visually demonstrate the renaming of 'Tobacco Packaging' to 'Specialty Cartons' between 2017 and 2018.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
43
Includes excerpts from 2018 Annual Report and 2019 Results Press Release to highlight the accounting shift.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 3 hits
44
The slide uses a combination of current 2019 data and historical 2009 data to argue that the company is more vulnerable to international risks now than in the past.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
82
The slide uses a red flag icon to signal a warning or 'red flag' in the company's reporting practices.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits
90
Contains three distinct financial tables and a descriptive paragraph regarding revenue and net income contribution.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 3 hits