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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 9,901-9,930
Pages 3,225
Rows per page 30
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9,901-9,930 of 96,741

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06
The slide uses a strong 'villain' narrative regarding the G&K acquisition and management's financial reporting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
16
Includes a letter from the City of Aurora Law Department and a sample complaint form.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
19
The slide uses a red box and arrow to draw attention to clause (a) of the credit agreement.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
26
Uses a 'bridge' style calculation to strip out G&K acquisition impact.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
31
Uses a red box to highlight the slowdown in inventory growth in the table.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle2 hits
44
The slide uses a red box and arrow to highlight a specific footnote in the financial disclosure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test2 hits
51
The slide uses a 'bridge' logic to strip away non-operational EPS drivers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
56
Uses a red flag icon to highlight the discrepancy in EPS reporting for incentive plans.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
57
The slide uses a red box to highlight the specific $0.15 EPS impact and a callout box to pose a rhetorical question about the exclusion of this item from adjusted EPS.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
69
The slide highlights that Cintas's valuation multiples (P/E, EV/EBITDA, Price/Book) are higher than the peer average despite similar growth and dividend profiles.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
10
The slide uses a red arrow to connect the 'Total Potential Dilution' figure to a callout box emphasizing the 80% increase in share count.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
11
Uses a series of historical quotes to highlight management's recurring failure to meet profitability targets.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
14
Uses excerpts from SEC filings (10-Q) to contrast loan terms.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
19
The slide uses a 'villain' narrative (customers pressuring the company) to explain poor financial health.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
20
Uses an analogy to frame restricted cash as a negative indicator similar to high DSOs.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy2 hits
24
Uses a before-after style framing to highlight the trade-off between cash preservation and equity dilution.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
30
Uses a before-after style comparison of two documents to highlight a discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
31
The slide uses a 'before and after' comparison of financial reporting strategies to imply management manipulation of revenue recognition.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
32
Uses a 'quote vs. reality' structure to highlight management hypocrisy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
34
Uses a red arrow to connect the adoption of accounting standards to the valuation spike.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
37
The slide uses a bar chart to compare reported FCF vs. Spruce Point's adjusted FCF, highlighting the discrepancy caused by restricted cash accounting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
38
The slide uses two bar charts to illustrate the deterioration of financial health over time, specifically highlighting the divergence between reported metrics and the analyst's adjusted view.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
39
Uses two bar charts to correlate financial engineering (leasebacks) with revenue performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
40
Includes two charts showing financial health (FCF, Net Debt) and two charts showing valuation multiples (Price/Sales, EV/Sales).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)2 hits
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)2 hits
23
Combines a bar chart (store count) with line charts (SSS growth) to show the inverse relationship between store count and SSS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
30
The slide uses a 'villain' framing by highlighting the lack of free shipping as a competitive weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits