slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 1,021-1,050
Pages 619
Rows per page 30
Component
1,021-1,050 of 18,554
44
Uses quotes from earnings calls to highlight the contradiction between management's narrative and the quantitative evidence.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
74
Uses a dialogue-style format to contrast Spruce Point's inquiry with expert testimony.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits
12
Includes three distinct charts and three qualitative testimonials from industry participants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)4 hits
13
Uses a combination of qualitative quotes and a quantitative table to build a 'risk' narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)4 hits
14
Includes two bar charts and three testimonials from dental professionals.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)4 hits
29
Uses testimonials and news headlines to frame the threat of commoditization.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction4 hits
41
Uses a combination of qualitative expert testimony and a quantitative 'materiality' table to build a bearish thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown4 hits
44
Includes two bar charts and three testimonial callouts.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown4 hits
60
The slide uses a combination of narrative analysis, a historical press release, and testimonial quotes to build a case against Align's strategic decision.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)4 hits
65
The slide uses a combination of management quotes and market landscape tables to build a bearish thesis on Align's pricing power.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)4 hits
77
Uses a combination of financial data, CEO quotes, and expert/orthodontist counter-quotes to expose a contradiction in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)4 hits
13
Uses a table to adjust reported revenues for divestitures to arrive at organic revenue figures.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation4 hits
11
Uses visual evidence (screenshots) to support claims of corporate misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
37
The slide uses a testimonial format to challenge Cintas's claims of a stable pricing environment.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
13
Uses red arrows and highlighted text to draw attention to the discrepancy between management's 'faster/stronger' claims and the implied revenue growth deceleration in the projections.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
76
Uses red flags as visual markers for negative citations.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade4 hits
15
The slide uses a combination of a line chart and qualitative expert quotes to build a case for margin compression.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 4 hits
83
Uses call-and-response format to document specific claims made by management.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 4 hits
85
Uses a pie chart to visualize import concentration and pull-quotes to highlight management's downplaying of risks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction4 hits
40
Uses direct quotes to establish a 'villain' narrative regarding product quality.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory4 hits
52
The slide uses testimonials from medical professionals to frame the company's regulatory actions as anti-competitive 'bully tactics'.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory4 hits
27
Uses Gartner Magic Quadrant as a framework for competitive positioning.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)4 hits
72
Uses callout boxes to present a direct contradiction between shareholder proposals and management's formal response.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
89
Uses callout boxes to contrast management quotes with actual data shifts.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction4 hits
29
The slide uses three distinct callout boxes to present expert testimonials.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 4 hits
23
The slide uses callout speech bubbles to contrast analyst questions with evasive management answers from Q1 FY 2016 and Q4 FY 2015 earnings calls.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle4 hits
115
Uses direct quotes from earnings calls to highlight the contradiction between management's narrative and the acquisition timeline.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order4 hits
127
Uses direct quotes from earnings calls to highlight discrepancies with external financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order4 hits
58
The slide uses a red arrow to emphasize the -12.7% YTD 2018 organic growth decline.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms4 hits
34
Uses a mix of Amazon reviews and primary research quotes to build a case for product superiority.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction4 hits