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Matching slides 96,741
Current window 2,251-2,280
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2,251-2,280 of 96,741
40
Uses a table to adjust cash and debt figures to derive an 'Adjusted Net Debt/EBITDAR' ratio.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test3 hits
45
Uses a red-box callout to highlight the discrepancy between management's guidance and the calculated amortization based on the 10-K.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test3 hits
55
Uses excerpts from SEC filings to establish a narrative of auditor failure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
61
Uses a 'callout' style to contrast company claims with investor transparency issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
06
Uses a before-after framing to validate the firm's predictive capabilities.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 3 hits
12
Uses a combination of a Bloomberg ownership table and a historical SEC litigation release to frame the company's investor base negatively.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
29
Uses a chronological sequence of excerpts from SEC filings to highlight a shift in accounting treatment.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
21
Uses a screenshot of the Canadian Tire website to illustrate the lack of focus.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
33
Uses red circles and green trend lines to annotate Google Trends charts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
37
The slide uses red boxes to highlight specific data points that support the thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
41
Uses a comparison table to draw parallels between two acquisitions to suggest a negative outcome for the second.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
56
The slide uses red callout boxes to interpret specific legal text, highlighting the 'guarantee' aspect of the dealer business model.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
58
Uses a combination of data tables, management quotes, and activist commentary to build a case for channel stuffing.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
72
Includes red callout boxes highlighting the 'Gain/loss on disposal of property' line items.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction3 hits
75
Uses a dual-axis chart combining bar and line elements to show account growth trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade3 hits
77
Uses red arrows and callouts to highlight aggressive marketing tactics as evidence of poor credit management.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade3 hits
79
The slide uses a red horizontal line to denote the average impairment rate and highlights the post-2018 period as a point of concern.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade3 hits
80
Uses a red flag callout to emphasize the activist thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade3 hits
91
Uses red boxes and arrows to highlight specific text in a company disclosure document.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
99
Uses stock price chart to annotate specific purchase dates corresponding to ownership threshold maintenance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 3 hits
07
The slide uses a two-part structure: suspicious guidance practices vs. signs of financial strain.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
09
The slide uses a two-part structure: capital allocation critique followed by valuation/analyst consensus critique.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
19
Highlights key risk factors from the S-1 filing with red underlines and a callout box.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg3 hits
48
The slide uses a table of financial projections for MPWR and a text excerpt from SMTC's outlook to highlight a disconnect.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
59
Uses a callout box to link the geographic revenue table to the foreign currency risk disclosure, pointing out the Bermuda entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
60
Uses SEC filing excerpts to contrast stated tax jurisdictions (Chengdu, Hangzhou, Switzerland) with the existence of a Bermuda subsidiary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
72
Uses PCAOB audit filings as evidence of changing audit scope.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
75
Uses red underlining and callout boxes to emphasize specific connections between individuals and companies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits
84
Uses red callouts to connect proxy statement text to the lack of clawback coverage for long-term incentives.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)3 hits