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Matching slides 18,554
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12,871-12,900 of 18,554
17
Includes a bar chart showing declining share ownership and a press release snippet as evidence of competitor poaching.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
The slide uses visual metaphor (the hammer and the 'displeasure' branding on the product boxes) to convey a negative investment outlook.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
07
The slide uses a vertical stack of three callout boxes to structure the argument.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide uses a three-part structure with red arrows to highlight specific areas of concern (Flawless acquisition, financial strain, and related party JV).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
12
The chart highlights a 'Near Term Debt Due' wall in 2019, while the text critiques the company's debt-to-EBITDA reporting and JV transparency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a red box to highlight the two most recent acquisitions as the primary focus of the critique.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
Includes a direct quote from a CFO conference to contrast with the historical data trend.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a quote from a 2015 conference call to highlight management's initial transparency versus later obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
25
The slide uses a quote from the CFO to contrast with the data presented in the table, highlighting the 'perverse incentive' to overpay for acquisitions.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
27
Includes specific citations from 10-K filings and critiques of Bloomberg/analyst methodologies.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a red box to highlight the specific clause in the credit agreement and the corresponding column in the financial table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
31
The slide uses a series of callout boxes paired with bulleted evidence to systematically dismantle the acquisition's narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
37
Uses photographic evidence to undermine management's strategic narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
39
Uses photographic evidence to debunk a management claim.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
43
Uses red lines to visually connect the analyst question to the CFO response, and then to the contradictory text blocks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
20
The table uses red and green borders to highlight negative vs positive outcomes/trial status.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a 'villain critique' approach to frame the company as a one-product firm with a vulnerable moat.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
Uses screenshots of LinkedIn and a clinical study abstract to undermine management's strategic decision-making.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a comparison table to expose management's inconsistent reporting practices.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses a combination of narrative critique and a direct excerpt from the 10-K to highlight accounting aggression.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a red box to highlight the specific footnote in the company's own presentation that reveals the accounting practice being criticized.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Uses red arrows and callouts to emphasize the divergence in revenue and earnings impact between the two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a before-after comparison of reported vs. adjusted metrics to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a press release excerpt as evidence of past governance failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses red text to highlight specific allegations and findings of misconduct.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a 'villain critique' approach by juxtaposing the company's internal audit findings with the activist's interpretation of those findings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses SEC complaint excerpts and proxy statement snippets to build a narrative of guilt by association.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
Uses a 'Sell Side Drinking The Kool-Aid' framing to mock analyst optimism.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit