slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 17,521-17,550
Pages 3,950
Rows per page 30
Component
17,521-17,550 of 118,471
38
The slide uses a 'Stopped Historical Disclosure?' callout to emphasize the lack of transparency.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
49
Uses a callout to highlight a specific CFO quote and contrasts it with accounting boilerplate and historical financial data.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
58
The slide uses a comparison of management's guidance statements from Q3 2014 and FY 2014 to highlight a narrowing of guidance ranges despite market volatility, followed by a quantitative breakdown of hedged vs. unhedged currency exposure.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table3 hits
76
The slide uses a side-by-side comparison to frame the ERP project timeline.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 3 hits
128
Uses a dialogue-style callout format to simulate a debate between the analyst's thesis and the activist's critique.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction3 hits
44
Uses red underlining to highlight specific discrepancies in source documents.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory3 hits
06
The slide uses an academic abstract as a precedent to frame the target company (PetIQ) as a low-quality entity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
85
Uses a comparison frame to contrast previous and new policies, followed by a primary source excerpt.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
45
The slide contrasts the 2018 incentive structure (price-based) with the 2017 structure (financial metric-based).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
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 Inaction3 hits
07
The slide uses two stacked bar charts to show the shift in GPU composition from 2017 to 2018, emphasizing the decline in retail contribution.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster3 hits
38
Uses a bar chart to highlight Carvana's outlier status in overhead costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
42
The slide uses a table to demonstrate the impact of the 'ex-gift' adjustment on gross profit per unit.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
49
Uses customer testimonials to illustrate the 'lock-in' effect of the purchase process.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
50
Uses anecdotal customer service transcripts to highlight potential accounting/operational irregularities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
58
Uses excerpts from 10-K and S-1 filings to contrast reported margins with actual costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
62
Uses direct quotes from 10-K filings to highlight the discrepancy in segment reporting between Carvana and CarMax.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
79
Uses a 'Carvana 101' vs 'CVNA Q3 FY 2018 10-Q' structure to juxtapose management claims against official filings.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem3 hits
82
Uses a Q&A format to contrast management's vague responses with the activist's skepticism.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
74
Uses a legal precedent to establish a pattern of behavior (historical analogy).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
76
The slide uses a side-by-side comparison of two regulatory filing excerpts to demonstrate the removal of the 'long-term' qualifier.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
81
The slide uses a combination of a financial table and a long-form text excerpt to highlight accounting opacity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
85
The slide uses a 'before-after' or 'contradiction' structure by juxtaposing management's vague explanations with the technical definition of PFIC status.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
94
Includes specific excerpts from a legal case (Kerry Chambers, et al. vs. Amdocs Limited, et al.) with underlined emphasis on key allegations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
104
Uses visual evidence (screenshots of signature pages) to highlight a governance anomaly.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
119
The slide uses historical financial data from Comverse 10-Qs to challenge Amdocs management's narrative regarding the acquired assets' performance and revenue contribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order3 hits
21
Uses red underlining in the source text to emphasize specific risk-related disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof3 hits
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 proof3 hits
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 · Climax3 hits
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 · Climax3 hits