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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 118,471
Current window 78,241-78,270
Pages 3,950
Rows per page 30
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78,241-78,270 of 118,471

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40
Uses a table to adjust cash and debt figures to derive an 'Adjusted Net Debt/EBITDAR' ratio.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
41
Uses company disclosure text to highlight aggressive debt expansion.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
44
The slide uses a red box and arrow to highlight a specific footnote in the financial disclosure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
45
Uses a red-box callout to highlight the discrepancy between management's guidance and the calculated amortization based on the 10-K.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
46
Uses red boxes to highlight contradictory statements and a red line to visually connect the G&K projections to the Cintas guidance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
47
Uses a table to compare sales guidance midpoints against actual results to highlight a discrepancy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
48
Uses a 'ceo-quote-contradiction' framework to highlight management inconsistency.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
49
The slide uses red boxes to highlight specific rows (Capex and Share Repurchases) where the contradiction is most evident.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
50
Uses a direct quote comparison to frame management as evasive or incompetent.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
51
The slide uses a 'bridge' logic to strip away non-operational EPS drivers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
54
The slide uses red underlining to emphasize the connections between Cintas and E&Y.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a red box to highlight the specific $0.15 EPS impact and a callout box to pose a rhetorical question about the exclusion of this item from adjusted EPS.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses a red flag icon to highlight the contradiction between the company's claim of success and the activist's view of the deal's quality.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
60
Uses red underlining and a red arrow to visually connect the two directors through the Touchstone Investments entity.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
64
The slide uses analyst consensus to argue for a bearish thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
66
Includes footnotes regarding specific deal adjustments.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The visual metaphor uses a smoking industrial machine with a 'PANIC' button and a 'DANGER' skull-and-crossbones sticker to imply corporate distress.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
This is a classic activist short thesis summary slide.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a numbered list with red flag icons to emphasize critical risks.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
Uses a before-after framing to validate the firm's predictive capabilities.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a red box highlight on the table and chart to emphasize the specific period of accounting change.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses historical data to predict future negative outcomes for the company.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a red arrow to connect the 'Total Potential Dilution' figure to a callout box emphasizing the 80% increase in share count.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses a series of historical quotes to highlight management's recurring failure to meet profitability targets.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses social proof (negative sentiment) to argue that the retail investor base is losing faith in the company's management.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a table of analyst ratings alongside a screenshot of a prospectus supplement to visually link the $2.75 price target to the lead underwriter.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a process flow diagram to illustrate the shift in financial structure.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit