Matching slides 118,471
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79,441-79,470 of 118,471

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Slide 1
The slide uses a metaphorical image of a computer monitor infested with vermin and insects to convey a negative sentiment about the company's project health.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
14
Uses a 'before/after' or 'claim/reality' structure to expose a contradiction in company messaging.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
19
Uses a timeline-based comparison of three investor presentation slides to highlight metric degradation and the abandonment of previous resilience claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
29
The slide uses a red flag icon to draw attention to the contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
33
Uses red arrows to visually highlight the movement of specific risk factors in the list.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red box to highlight the discrepancy between actual and presented costs, and a red arrow to emphasize the trend.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a red highlight to emphasize the 5.5x ratio, signaling a breach of the 3.5x limit.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a red box and arrow to highlight the specific contradiction between the 100% recurring revenue claim and the analyst's report.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses highlighting to draw attention to specific language changes in the company's policy documents.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses a red arrow to connect the definition of 'Audit-Related Fees' to the 2021 data point, emphasizing the spike.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
75
Uses a side-by-side comparison frame to highlight the gap between corporate rhetoric and capital allocation.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
79
The slide uses a side-by-side comparison of two 10-K excerpts to show that the 2022 disclosure is less explicit about segment changes than the 2021 disclosure.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
80
Uses financial disclosure excerpts and comparative tables to point out missing segment-level data.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a 'Stuffing Costs' callout to highlight the discrepancy between the company's stated accounting logic and the actual compensation metrics.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
Uses a testimonial/interview format to expose brand weakness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a combination of SEC legal precedent and primary source interview testimony to build a case of management untrustworthiness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Includes a specific adjustment for NCI and equity award tax payments to derive 'Spruce Point Adjusted CFO'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
30
The slide uses red 'X' overlays on financial tables to visually represent the removal of data.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'Spruce Point Discount' of 20% to arrive at a lower P/E multiple for the SPCM estimate.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
02
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
This is a classic activist short-seller slide designed to undermine management credibility by highlighting discrepancies between public claims and internal/external data.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
10
Slide 10 of an activist deck by Spruce Point Capital Management.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
Uses a red flag icon to signal warning/danger.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a 'before/after' style visual evidence to imply a strategic exit or distancing by the investor.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses red boxes to highlight specific inconsistencies in legal documents.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a red flag icon to highlight the fraudulent nature of the claims.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
Uses a direct quote from a legal document to undermine the subject's credibility.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide uses a red flag icon to denote the activist's critical stance on the company's disclosures.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit