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Matching slides 118,471
Current window 78,091-78,120
Pages 3,950
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78,091-78,120 of 118,471
01
The image uses dark, visceral imagery (decaying patient, rats) to imply the company is in a state of terminal decline.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a track record of successful short-selling analysis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
The slide uses a strong, accusatory tone typical of activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
Uses a classic 'Management Claim vs. Reality' structure common in activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
09
Uses a line chart to demonstrate the gap between reported growth and organic growth excluding new products under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
11
Includes a table comparing planned vs. actual capex and a secondary table showing useful life of assets to support the argument of deferred maintenance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
59
The slide uses red boxes to highlight the declining acquisition revenue figures ($102.1m -> $84.8m -> $78.8m).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
Uses a series of callout boxes to highlight specific quotes and financial data points.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
61
Uses a 'CEO quote contradiction' framework to undermine management credibility.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
64
The slide uses a table to contrast reported income with related party expenses, suggesting potential manipulation of EBITDA.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
65
The slide uses a structured list format to present evidence of control across four categories: Management, Location, Legal/Board, and Customer.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table contrasts 'Aggressive Current Accounting' with 'Correct Accounting' across five financial categories.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses red arrows and boxes to highlight discrepancies in employee counts and corporate affiliations.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses red boxes and arrows to highlight address overlaps and copyright notices.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide uses side-by-side comparisons of historical 10-K excerpts to demonstrate accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Uses historical 1995 10-K data vs 2018 10-K data to highlight opacity and margin decline.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
75
Uses red boxes and question marks to highlight suspicious governance details.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
Uses red arrows and boxes to visually connect the absence of the name in the proxy table to the presence of the name on the Form 144.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
The slide uses a red box to highlight the specific discrepancy in the 'Cash From Operations' row of the compensation table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
80
Includes a table comparing reported vs. adjusted EPS and a secondary table showing bonus performance metrics.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
The slide uses two distinct callout boxes to contrast management's stated targets with the activist's critique of the underlying methodology.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
83
The table highlights a bearish thesis by comparing current market price against analyst consensus.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
84
Uses a 'Bull vs. Bear' comparison framework to systematically dismantle an analyst's thesis.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
85
Uses a pie chart to visualize import concentration and pull-quotes to highlight management's downplaying of risks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
88
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from historical performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
89
The slide highlights that CHD's premium valuation is unjustified given its growth profile and dividend yield compared to larger, more established peers.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
90
Spruce Point Capital Management activist short thesis slide.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
91
The slide highlights a lack of 'conviction' owners, suggesting the current shareholder base is misaligned with the company's actual risk profile.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
92
Includes detailed footnotes explaining adjustments to EBITDA and rationale for multiple selection.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit