slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 9,871-9,900
Pages 3,225
Rows per page 30
Component
9,871-9,900 of 96,741
11
Includes a table comparing planned vs. actual capex and a secondary table showing useful life of assets to support the argument of deferred maintenance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
13
The slide uses a comparison table to contrast consensus estimates with Spruce Point's own estimates, highlighting a projected growth shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
20
Uses a timeline-style comparison of two press releases and a 10-K excerpt to illustrate value erosion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
22
Uses a 'before-after' comparison of 10-K facility lists to demonstrate that the divested assets are identical to the acquired Aspen Surgical assets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
24
The slide uses a collection of negative employee testimonials to contradict the management's growth narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
27
Uses hypothetical financial modeling to demonstrate how a 'dip and rebound' pattern in acquisitions creates a temporary, misleading acceleration in reported core growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
33
Uses a comparison of two earnings call transcripts to expose management's shifting methodology.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
40
Uses direct quotes from earnings calls to highlight the shift in management's definition of 'incremental' revenue.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
46
Includes a table comparing capex forecasts vs actuals, and a table showing useful life of assets vs depreciation, highlighting a potential maintenance capex cliff.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
48
The slide uses a table to build up to an 'Organic Core Revenue Ex-New Products' growth rate, then highlights the implied acceleration in a bar chart.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
50
The slide highlights the contradiction between management's advertised leverage and the author's estimates, while citing Moody's credit rating as a constraint.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
55
Uses red arrows to visually connect the DIO chart to a warning callout box.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
60
Uses a side-by-side comparison of acquisition accounting (2012 10-K) and divestiture news (2019 press release) to highlight value destruction.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
61
The slide uses a table to quantify the potential impairment risk and a callout box to suggest management is using accounting metrics to delay necessary write-downs.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
64
The slide uses a 'villain' framing by accusing management of 'sweeping costs under the rug'.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
65
The slide uses red highlighting to draw attention to specific line items in the tables that the author deems problematic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
70
Uses a 'villain' narrative style common in activist short reports to cast doubt on management stability.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 2 hits
28
Uses a timeline-style layout to show recurring vague claims by the CEO.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
33
The slide uses a specific historical case study to cast doubt on a target company's current inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
37
Uses red arrows to highlight the missing 'Raw materials' line item in the 2013 disclosure compared to the 2014 disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
38
The slide uses a table to highlight a specific inflection point in raw material inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
41
Uses a combination of LinkedIn data and company financial reports to perform a 'bridge' analysis to isolate core consumer performance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
47
The slide uses primary source interviews with distributors to contradict or contextualize public financial reporting.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
51
Uses a callout box to highlight a quote from the company's 10-K as a counterpoint to the activist's thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
54
The slide uses a 'too good to be true' argument to suggest potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
55
The slide uses a callout box to frame the data as evidence of potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
67
The slide uses a combination of narrative text, a direct quote from a 10-Q filing, and a news excerpt to build a case of potential financial impropriety.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
93
The slide uses a conversational Q&A format styled as speech bubbles to present qualitative primary research.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
94
The chart shows MPWR's valuation multiples across various metrics compared to the median of 44 completed semiconductor deals.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
76
Uses red arrows and boxes to visually connect the absence of the name in the proxy table to the presence of the name on the Form 144.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits