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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 9,631-9,660
Pages 3,225
Rows per page 30
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9,631-9,660 of 96,741

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01
Slide 1
The image features a truck labeled 'P.O.S. LOGISTICS' and a license plate 'PON-ZEE', suggesting a Ponzi scheme accusation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
07
The slide uses a matrix structure to link individuals to specific companies and negative outcomes, specifically highlighting 'Serious Concern / Association With Financial Disaster' in the bottom row.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment2 hits
13
The slide uses a timeline-on-chart approach to correlate corporate news with stock performance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
14
The slide uses a red flag icon to highlight a risk factor disclosure and red boxes to emphasize the poor cumulative performance metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
15
The slide highlights a specific comparison point ('Where XPO is today') and uses red boxes to emphasize cumulative FCF and cumulative acquisition costs.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
18
The slide uses stock charts to visually demonstrate the 'implosion' of companies that reported bank overdrafts, a common red flag in forensic accounting.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
25
Includes a callout box referencing a 2008 SEC vs United Rentals complaint as a historical precedent for similar accounting improprieties.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
31
Uses a red arrow with a strike-through to visually represent the disconnect between revenue and cash flow.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
33
The slide uses a direct quote from the company's 10-Q to expose a change in accounting presentation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
34
Includes a precedent citation from a 2008 SEC complaint against United Rentals to establish a pattern of behavior.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
35
Includes a specific warning quote from an SEC URI complaint.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
46
The slide highlights a governance failure by contrasting XPO's compensation metrics against industry peers.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
48
The slide uses a red flag icon to emphasize the critique.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 2 hits
08
The slide uses a red box to highlight the specific data points (EBITDA Margin and Sales Growth) that the author finds contradictory.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
10
Uses a 'Villain' framing by contrasting corporate optimism with bankruptcy/distress.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
12
The slide uses visual comparisons of brand-name products vs. Dollarama knock-offs to support the thesis.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
17
Includes a Bloomberg EQS screen capture and two custom charts showing margin divergence.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
22
Uses a transcript from an earnings call to contrast management's explanation of asset disposals with financial data.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
24
Uses a red box to highlight the 'First Half' data and a red arrow to connect the quote to the critique.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
25
Includes a mix of bar charts, comparative tables, and callouts to support the thesis of market saturation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
29
The slide uses a red border to highlight Dollarama's row in the table.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
31
The slide uses four bar charts to demonstrate the inverse relationship between forex gains and underlying margins, highlighting a 'convenient' stabilization.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
32
The slide uses a table to compare implied lease terms and calculates the impact on EBIT if schedules were aligned.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
36
Uses visual evidence (maps and photos) to contrast old and new store locations in Huntsville and Ste-Agathe-Des-Monts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
39
Uses maps to show geographic concentration vs. competitor spread, and a table to show the scale of related-party payments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
41
Uses a historical lineage diagram to frame the CEO as a product of nepotism rather than merit.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
43
Uses red boxes and arrows to highlight the specific year (FY 2014) where the target was missed and the subsequent downward adjustment in FY 2015.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
44
The slide uses a dual-table layout to juxtapose corporate capital allocation (buybacks) against individual insider behavior (selling).Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 2 hits
50
The slide uses a table to show current valuation premiums and line charts to show historical multiple expansion.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution2 hits
51
The slide uses two distinct tables to contrast Dollarama's valuation multiples and margins against two different peer groups, using red boxes to highlight the premium gap.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution2 hits