Matching slides 18,554
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14,161-14,190 of 18,554

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70
Uses a table format to contrast analyst questions with vague CEO responses.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
74
Uses direct quotes from CEO Burns at two different conferences to expose the contradiction.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
76
The slide uses a table format to present Q&A pairs, highlighting potential weaknesses in Zebra's differentiation strategy.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
78
The slide uses a callout box to summarize the expert's sentiment, followed by a direct quote in a table format.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
82
Uses red boxes and arrows to highlight discrepancies in name spelling and CPA license status.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
88
The slide highlights a specific contradiction between the company's stated lack of take-or-pay arrangements and their actual payment behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
91
The slide highlights a discrepancy between disclosed inventory charges and margin performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
92
The slide uses a table format to present a Q&A transcript.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
95
The slide highlights a potential accounting manipulation where factoring is used to mask poor operating cash flow performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
97
Uses a table to demonstrate the discrepancy between GAAP and cash-based tax reporting.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
100
Uses a table to highlight tenure and red boxes to emphasize specific governance concerns.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
102
Uses a table to contrast board meeting frequency against compensation and board size over time, highlighting a drop in 2023.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
104
Uses a 'before and after' comparison of slides to show the removal of content.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
01
Slide 1
The slide uses a 'cockroach' visual metaphor to imply infestation or rot within the company's financials.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a table to contrast reported segment revenue with a list of services, highlighting that many revenue streams are estimated rather than reported.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
17
Uses a 'quote-response' structure to expose management's lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
21
This is a classic activist short-seller slide designed to discredit a partner company (Green Dot) to cast doubt on the primary target (Intuit).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
22
Uses news headlines and quotes to build a case against the stability of the BaaS model.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
24
Includes a screenshot of Intuit's loan calculator and a table calculating interest revenue over 9 quarters.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
28
Uses screenshots of court documents as primary evidence to contradict corporate disclosure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
29
Uses a 'Which is it?' callout to highlight the contradiction between the 2007 prospectus and the 2012 CEO statement.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
32
Uses expert testimony (Tegus) to validate the thesis that Intuit's B2C DNA is incompatible with B2B mid-market requirements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
34
Uses expert network (Tegus) transcripts to undermine management's narrative on international expansion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
36
The slide uses a combination of a thesis-driven argument and a supporting expert quote to validate the 'disruption' narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
37
Includes screenshots of Square and Shopify navigation menus to illustrate the breadth of their current offerings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
43
Uses expert network testimony (Tegus) to undermine the investment thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
53
Includes a direct quote from a former Intuit director to support the thesis of a 'frenemy' relationship.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
58
Includes a screenshot of an FTC press release headline and a summary of the complaint's findings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
59
Uses external citations (MIT Credit Union, Medium, Reddit) to build a case of consumer deception.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a chronological sequence of quotes to highlight management's shifting narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit