slides · global inventory
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Matching slides 118,471
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78,841-78,870 of 118,471
90
The slide lists the portfolios of three specific analysts to demonstrate their lack of leasing-focused coverage.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
91
Includes a table showing the decline of SolarCity's market share post-acquisition by Tesla.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
01
The slide uses a visual metaphor of pests (rat, cockroaches) crawling over a grid of 'Strong Sell: Avoid' warning labels to imply infestation or toxicity in the company's financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
09
The slide uses a matrix-like structure to compare business segments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The table demonstrates the impact of adding back unfunded pension, operating leases, and environmental liabilities to the enterprise value.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide uses a red box to highlight the FY 2020E column, emphasizing the discrepancy between reported and adjusted figures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide uses a red box to highlight the calculated 'Organic EBIT Decline' of ($22.8m).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
14
The slide uses a bearish thesis to justify a significant price target reduction based on normalized financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
16
The slide uses a dual-axis approach (bar for annual, line for cumulative) to emphasize the scale of capital deployment vs. lack of FCF growth.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a table to categorize risks, providing a clear 'Headwind/Risk' vs 'Description' structure.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
Uses a combination of historical CEO quotes and industry expert testimony to highlight a potential strategic omission by management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a call-and-response format to highlight skepticism regarding corporate margin reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
Uses a call-and-response format to validate the activist thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a call-and-response structure to undermine company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
23
Uses expert testimony to undermine management's growth narrative for the RFID segment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
The chart illustrates the 'V-shaped' drop in retail sales for clothing and accessories during the pandemic.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
Uses a dialogue-based format to highlight discrepancies between management's narrative and industry expert insights.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
Uses a 'villain' framing by highlighting how private equity-driven consolidation shifts bargaining power away from Avery.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
Uses direct quotes from 2018 and 2019 annual reports to build a case for potential goodwill impairment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a red bracket to visually group the 2020 departures as 'Accelerated Departures'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses screenshots of Glassdoor reviews to validate claims of operational chaos and poor management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
31
Includes a specific callout box citing a 2015 10-K regarding accounting errors.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
32
The slide uses red 'X' marks to visually emphasize the negative nature of the missing disclosures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
37
Uses a red box and arrow to visually link the old and new terminology in the financial tables.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit