anlak storytelling
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slides · global inventory

Paragraph

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 80,371-80,400
Pages 3,950
Rows per page 30
Component: Paragraphclear collectionreset all
18 30 60

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80,371-80,400 of 118,471

filter-aware
80
Uses two tables to contrast derived Live metrics with disclosed ARPR data to build a case for weak pricing leverage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
82
Includes a detailed table of financial metrics from FY2014 to FY2024 to support the thesis of margin inconsistency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
84
Uses red boxes and arrows to highlight specific claims in the CEO quote that the author disputes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'villain critique' style by leveraging expert testimony to undermine the company's public narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
87
The slide highlights Intuit's brands (Lacerte, ProSeries) in red boxes within the tables to emphasize their underperformance.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a dual-axis chart to show revenue growth vs. absolute revenue.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
91
Uses a direct quote from a Washington Post article to undermine the CEO's public statements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
93
Uses a 'villain' framing by highlighting negative press and government investigations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses a 'villain' framing by highlighting repeated security failures to undermine trust in the company's core competency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a table to deconstruct revenue segments and apply a 'Spruce Point View' on their recurring nature.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
99
The slide uses a table format to list specific accounting/reporting obfuscations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
100
The slide uses a combination of tables and callouts to highlight the discrepancy between rising segment margins and contracting corporate margins following expense reclassifications.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
104
Uses a combination of financial disclosure tables and qualitative argument to challenge management's accounting estimates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
108
The slide uses a red arrow to visually isolate the CEO's tenure and a red box to highlight the WACC threshold.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
109
The slide uses red bars to highlight Intuit's position in specific metrics, emphasizing negative performance relative to peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
110
Uses quotes to frame the CEO as a 'villain' or risk factor.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
111
Uses a 'guilt by association' framing to undermine the credibility of a board member.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
117
The slide uses a combination of screenshots from financial terminals and a custom table to illustrate the accounting errors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
118
The slide highlights a trend of insiders selling shares while active institutional investors reduce their positions in favor of passive funds.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
119
The slide uses a table to expose a contradiction between analyst sentiment (mostly Buy/Outperform) and the actual price target upside (9%).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
120
The slide uses a 'valuation story' framing to argue that regardless of how Intuit is categorized, it is overvalued compared to its peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
121
Uses a combination of qualitative arguments (left) and quantitative valuation bridge (right) to support a bearish thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit