slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 181-210
Pages 2,019
Rows per page 30
Component
181-210 of 60,568
72
The slide contrasts company-disclosed currency risk with stagnant sell-side financial estimates.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction4 hits
20
Uses red boxes to highlight specific inconsistencies in legal documents.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle4 hits
15
The slide uses a structured table format to present specific governance concerns.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter4 hits
111
The slide presents four distinct tables comparing financial data for La Serenisima, Grupo LaLa, Gloria Leche, and Fonterra's Chile business.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
122
The slide uses a red flag icon and a yellow callout box to emphasize the activist thesis of data inaccuracy.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 4 hits
96
Uses red circles and lines to visually connect conflicting data points across three different financial data sources.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 4 hits
33
Includes two tables showing accounting adjustments and EPS impact, plus two tables/snippets showing proxy filing goals and reconciliation of adjusted net income.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction4 hits
62
The slide presents four separate tables comparing actual reserves to hypothetical reserves based on previous percentage levels to calculate an 'Under-Reserve' amount.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 4 hits
77
The slide uses a side-by-side table structure to contrast Street's 'adjusted' figures with Spruce Point's more conservative 'unadjusted' view.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)4 hits
82
The slide uses a comparative table structure to show that while NICE offsets revenue add-backs with cost adjustments, Verint does not, implying lower quality earnings.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
73
Uses red arrow to visually connect inconsistent data points across tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction4 hits
53
Includes a valuation bridge from current run-rate to downside, and comparative store density metrics against WMT, DG, and DLTR.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution4 hits
26
The slide uses four distinct data tables to summarize survey findings from Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)4 hits
27
The slide uses multiple tables to illustrate the complexity of the WFG hierarchy and compensation structure.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster4 hits
62
Includes tables from Wells Fargo, JP Morgan, and Bloomberg to highlight analyst consensus vs. actual financial reporting.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 4 hits
84
Uses a 'not equal' symbol to visually represent the contradiction between CEO statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction4 hits
79
The slide uses a 'before-after' style comparison across three distinct reporting periods to demonstrate obfuscation.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate4 hits
36
Includes detailed footnotes explaining the methodology for beta and WACC components.Bear Stearns | Investment Banking Pitch Book | 36 slides · Bear Stearns
Consulting deck Investment bank Beat · Impact & Next Steps4 hits
48
Includes footnotes regarding financial assumptions and Aviator's specific financial position.Bear Stearns | Investment Banking Pitch Book | 80 slides · Bear Stearns
Consulting deck Investment bank Loop · Cost Of Inaction4 hits
10
Includes a specific callout box for cash and debt projections.Credit Suisse | Investment Banking Pitch Book | 31 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · SolutionLoop · Zoom In4 hits
14
Includes detailed footnotes regarding debt, EBITDA, and interest rate assumptions.Credit Suisse | Investment Banking Pitch Book | 35 slides · Credit Suisse First Boston
Consulting deck Investment bank Beat · Evidence & Proof4 hits
09
The slide uses a combination of a large performance matrix and three smaller tables showing performance before and after the Elliott proxy fight.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement4 hits
16
Sensitivity tables for DCF valuation.Evercore | Investment Banking Pitch Book | 38 slides · Evercore
Consulting deck Investment bank Beat · Evidence & Proof4 hits
21
The slide presents four sensitivity tables (two for price, two for IRR) across two scenarios (Updated Case, Financing Case).Evercore | Investment Banking Pitch Book | 38 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next Steps4 hits
22
The slide uses a sensitivity table format to evaluate financial sponsor returns.Evercore | Investment Banking Pitch Book | 38 slides · Evercore
Consulting deck Investment bank Beat · Impact & Next Steps4 hits
33
The slide highlights potential risks of fraudulent financial reporting and co-mingling of client and company funds.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction4 hits
18
The slide provides evidence for a short-selling thesis regarding undisclosed related party transactions and occupancy inflation.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle4 hits
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 4 hits
126
Includes footnotes detailing assumptions for terminal value and growth rates.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 4 hits
136
Includes detailed footnotes regarding assumptions for credit card receivables, EBITDA growth, mid-year convention, and debt/cash adjustments.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 4 hits