anlak storytelling
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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 18,554
Current window 12,781-12,810
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

Component

12,781-12,810 of 18,554

filter-aware
05
The slide uses a three-part structure to categorize allegations: financial performance, organizational structure, and historical audit issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
14
The slide uses a 'Source' vs 'Evidence' table structure to build a cumulative case for a bearish thesis.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
16
The slide uses a comparison table to highlight variances in cash, fixed assets, and total assets between two reporting sources.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
21
Uses primary source excerpts from 10-Q and 8-K filings to establish a pattern of past governance issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses a table to show that management consistently hits >100% of targets while the definition of 'Net Cash Flow' is frequently adjusted to exclude certain costs.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
28
Uses a comparison table and excerpts from news/regulatory reports to build a narrative of auditor risk.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
37
Uses a bar chart to show MTD outperforming peers, combined with a callout box citing a Sartorius guidance cut to imply industry-wide margin pressure.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
39
The slide uses a callout box to provide qualitative context for the low salary data, linking it to manufacturing in low-cost countries.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
11
Uses red boxes and arrows to highlight the contradiction between text and table data.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses a sum-of-the-parts valuation approach, adjusting for illiquidity of cash in China and applying different multiples to regional business segments.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
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 Contradiction1 hit
76
The slide uses a table to contrast revenue/inventory growth against rebate growth, pointing to a specific supplier (Merial) as the potential source of the anomaly.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
80
Uses excerpts from legal documents to build a narrative of anti-competitive behavior.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
81
Uses callout boxes to highlight specific quotes from earnings calls to support the thesis that the intermediary model is becoming obsolete.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
18
The slide uses a 'before-after' comparison of royalty structures to highlight the negative impact on merchant margins.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
23
Uses shipping data (Bill of Lading) to calculate implied unit pricing and compares against financial guidance and inventory levels to highlight discrepancies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
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 proof1 hit
33
Uses a combination of qualitative narrative and quantitative table data to undermine management's growth narrative.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
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 · Climax1 hit
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 · Climax1 hit
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 · Climax1 hit
40
The slide uses a 'villain critique' style to highlight management's inconsistent messaging regarding their ability to forecast warrant impacts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
41
Uses SEC correspondence to validate the claim of aggressive accounting.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
43
Uses a red line to visually connect the public statement to the fine print.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
44
Uses red underlines and callout boxes to highlight specific phrases in SEC filings and contract excerpts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
45
Uses a red flag icon to highlight the lack of disclosure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
48
Includes a callout box calculating the impact of the missing warrants on EPS.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
51
Uses a side-by-side comparison to highlight the contradiction between the 'special bonus' justification and the subsequent resignation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
52
Uses a combination of biographical text, a press release snippet, and a legal complaint header to establish a pattern of behavior.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit