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 12,751-12,780
Pages 619
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Component
12,751-12,780 of 18,554
15
The slide uses a combination of narrative text, a financial table (PwC analysis), and a screenshot of business entity information to establish a link between the subject and fraudulent activity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
18
Uses visual evidence (screenshots, Yelp reviews, state filings) to link a PetIQ executive to a business with poor consumer ratings.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
20
The slide uses a narrative structure to expose historical accounting fraud and link it to the current target company.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses a timeline-based forensic analysis to link corporate entities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a three-column layout to detail specific legal cases from 2003, 2007, and 2010.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a screenshot of a Glassdoor-style review to imply internal malfeasance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Uses a combination of corporate filings/quotes and a dual-axis chart to highlight the discrepancy between narrative and financial reality.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
46
Includes a visual comparison of the 'Historical' vs 'Future' supply chain and a news clipping about the FTPOA.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
52
Uses two news clippings to highlight the lack of synergy between Walmart's foot traffic and the specific needs of a veterinary clinic.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a 'villain' framing by highlighting a competitor (Essentials PetCare) that Walmart prefers over the subject company (PetIQ).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
56
Uses a timeline-like flow to show the progression from initial claim to financial modeling to actual results.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
61
Uses a table to demonstrate the impact of accounting reclassification on margins.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
74
Uses a red arrow to visually connect the rebate figure in the text to the operating income figure in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
Uses the 'Déjà vu' framing to establish a pattern of behavior in failing companies.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a combination of a press release screenshot and a financial table to highlight the poor performance of the acquired entity.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
28
Uses a timeline to show declining sales/deal value ratios over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
30
Uses direct quotes from the company's 10-K to expose internal control failures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
31
Includes a direct quote from a 10-K filing to support the argument.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a table to show declining inventory-to-backlog ratios and highlights missing 2018 data with '????'.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a 'Really?' callout to highlight the contradiction between past remediation claims and current audit status.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
43
The slide uses a red box to highlight the discrepancy between the investor-reported figure ($225.4M) and the management-compensation figure ($232.7M).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
47
The slide uses SEC filing excerpts to support the thesis that management is offloading shares in a non-transparent manner while facing governance and tax issues.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a 'fraud-exposure' style argument by highlighting hidden liabilities to challenge market valuation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit