slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
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9,751-9,780 of 96,741
08
Uses red bars to highlight the most recent data point (Q1'19) and red stars to indicate the timing of the initial warning.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
09
The slide uses a direct comparison of text from a 10-Q and a 10-K to point out accounting inconsistencies.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
12
The slide uses a red arrow graphic to emphasize the trend of 'Keeps Getting Worse'.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
07
The slide uses red boxes to highlight the discrepancy between Street guidance and the adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
10
The slide uses a 'villain critique' approach by linking the CEO's past professional history to current company financial practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
16
The slide uses a legal citation to build a case of negligence or complicity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
17
The slide uses a combination of narrative text, a data table from PwC, and a legal document excerpt to build a case of fraud.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
19
Uses red arrows to connect entities across different source documents (PwC analysis, Idaho Secretary of State, and court filings).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
28
Uses LinkedIn profile screenshots and official Florida corporate filings to demonstrate simultaneous roles and shared physical locations.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Uses screenshots of Idaho Secretary of State annual reports as evidence of the co-founder's other business activities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
43
Uses an FTC staff report to validate the claim that veterinary drug diversion is considered unethical and legally ambiguous.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
44
Uses a process flow diagram to show the evolution of disclosure language.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
47
The slide uses a quote from an earnings call to highlight management's focus on 'gross margin dollars' over 'margin percentages' to deflect from margin compression.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
48
The slide uses red boxes to highlight the discrepancy between Street guidance and the analyst's adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
50
Uses a combination of news reporting and photographic evidence to highlight a strategic operational contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
55
The slide uses a grid of screenshots from Glassdoor reviews to build a case against the company's operational ethics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
57
The slide uses a step-by-step calculation to isolate legacy clinic revenue from total service revenue.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
58
Includes a specific callout questioning the accounting treatment of rent as SG&A rather than COGS.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
69
Uses a quote-based structure to highlight management's potential deception regarding vendor dependencies.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
75
Uses a red box and arrow to highlight a specific line item in a financial table and its corresponding footnote.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
79
Uses a combination of narrative text, a direct quote, and a press release snippet to build a case of corporate collusion.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
90
Uses a 'before-after' style contradiction frame, comparing company claims against external audit records.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
95
The slide highlights the discrepancy between management's reported metrics and the analyst's adjusted metrics, specifically focusing on the treatment of wellness center startup costs.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
01
The image uses visual metaphors (rats, vinegar, 'Strong Sell' shirts) to convey a negative sentiment toward the company.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Introduction to the thesis2 hits
14
Includes a specific callout regarding the controlling shareholder (Fortissimo Capital) selling their stake.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
22
Uses a screenshot of a PA government environmental permit database to challenge revenue assumptions.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
27
Uses a green checkmark for a matching calculation and a red X for a non-matching calculation to visually emphasize the discrepancy.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits
35
Includes a specific callout regarding the closure of the Latin American office with address and non-working phone number.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
37
Uses red underlining to highlight specific claims in analyst reports that the activist intends to refute.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
39
The slide uses a red flag icon and red text boxes to highlight suspicious language in the company's disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax2 hits