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Matching slides 118,471
Current window 78,121-78,150
Pages 3,950
Rows per page 30
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78,121-78,150 of 118,471

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13
The slide uses a comparison table to contrast consensus estimates with Spruce Point's own estimates, highlighting a projected growth shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
14
The slide uses a 'build-up' logic to calculate debt capacity and then translates that into revenue growth bps to show a shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
15
The slide uses a table to isolate the impact of M&A on reported margins, highlighting a discrepancy between total margin growth and organic growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
16
The slide uses a table to document specific executive departures to support the thesis of a 'brain drain' or strategic abandonment.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
17
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish a negative correlation between the executives' past roles and company performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
19
Uses Glassdoor-style employee reviews to validate the thesis of poor management and M&A execution.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
20
Uses a timeline-style comparison of two press releases and a 10-K excerpt to illustrate value erosion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
21
Uses press release excerpts to highlight the pattern of 'Five Years Later' failure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Includes a translated German review and LinkedIn employee count data.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a collection of negative employee testimonials to contradict the management's growth narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Includes screenshots of Glassdoor-style reviews and LinkedIn employee/hiring metrics.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
Uses hypothetical financial modeling to demonstrate how a 'dip and rebound' pattern in acquisitions creates a temporary, misleading acceleration in reported core growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
The slide uses a table to compare historical revenue against actual post-acquisition performance for three specific acquisitions (Trumpf, Welch Allyn, Mortara).Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
31
The slide uses a table to demonstrate the accounting logic for organic growth, highlighting the specific point in time (Q4) when a divestiture adjustment is appropriate.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
32
The slide argues that the 'Core Growth' metric is misleading because it excludes businesses that are later divested at a loss.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
34
The chart shows a divergence between reported core revenue growth and adjusted core revenue growth starting in Q2 2019.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
35
Uses a before-after style comparison of unrounded vs rounded data to expose accounting manipulation.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
37
Uses a bar chart to show growth and a product grid to show the 'launch' timeline, followed by a callout noting the cessation of disclosure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
38
Uses a side-by-side comparison of management quotes vs. independent opinions to highlight a contradiction.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
39
The slide highlights that Stryker achieved growth without new products, contradicting the narrative that new product launches are the primary driver of sales.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
40
Uses direct quotes from earnings calls to highlight the shift in management's definition of 'incremental' revenue.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
41
Uses a line chart to demonstrate the gap between reported growth and estimated organic growth under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the thesis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a 'What reinvestment?' callout to highlight the gap between corporate messaging and financial reality.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
Includes a table comparing capex forecasts vs actuals, and a table showing useful life of assets vs depreciation, highlighting a potential maintenance capex cliff.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
47
The slide uses a two-column layout to categorize criticisms into 'Foreign Markets Are Protective' and 'Foreign Markets Are Less Profitable Than U.S.'Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
The slide uses a table to build up to an 'Organic Core Revenue Ex-New Products' growth rate, then highlights the implied acceleration in a bar chart.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
The slide uses a 'bridge' logic to calculate incremental revenue capacity from debt capacity, then compares this to growth shortfalls.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses a table to decompose reported EBITDA margin expansion into organic vs. inorganic components.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit