slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 2,251-2,280
Pages 619
Rows per page 30
Component
2,251-2,280 of 18,554
47
Uses a combination of CEO quotes, customer testimonials, and a quantitative liability buildup table to expose a potential accounting discrepancy.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 3 hits
26
Uses a table to highlight the discrepancy between stated goals and actual financial reporting.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
27
Uses a table to calculate implied international revenue and expose the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
08
Uses a chronological layout to contrast management statements with subsequent actual results.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
29
Uses red boxes to highlight declining growth rates and quotes from 10-K filings to emphasize the contradiction between seasonal expectations and actual performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
34
Uses a 'CEO Quote Contradiction' framework to undermine management's narrative.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
40
Uses a bar chart to show market positioning and quotes to frame the acquisition as a cost-saving necessity.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
09
The slide uses a matrix-like structure to compare business segments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
18
Uses a combination of historical CEO quotes and industry expert testimony to highlight a potential strategic omission by management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
19
Uses a call-and-response format to highlight skepticism regarding corporate margin reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
26
Uses a 'villain' framing by highlighting how private equity-driven consolidation shifts bargaining power away from Avery.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
53
Uses callout boxes to emphasize specific regulatory and audit-related risks found in SEC filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 3 hits
39
Uses expert quotes and employee growth charts to support the thesis of competitive disadvantage.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
44
The slide uses a 'villain' framing by contrasting the company's MD&A claims against an industry observer's quote and a detailed table of missing disclosures.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
75
Uses a 'Reality Check' framing to highlight a discrepancy between management's narrative and the underlying financial metrics.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 3 hits
99
Uses red flag icons and callout boxes to contrast management's verbal claims with the lack of formal disclosure in annual reports.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
101
Uses a call-and-response format to highlight management obfuscation.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
34
Uses testimonials and a bottom-up capacity calculation to support the thesis.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
49
Uses a mix of news clippings and expert testimonials to build a case for uLab's market disruption.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Mece Breakdown3 hits
23
Uses a combination of quote-based contradiction and financial data to highlight lack of transparency.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
30
Uses a red box to highlight a specific recent closure that contradicts the CEO's Feb 2020 claim.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation3 hits
44
Uses a 'before-after' or 'contrast' style to highlight accounting non-compliance.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 3 hits
54
The slide uses direct quotes from a former employee to validate the activist thesis regarding operational inefficiencies.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet3 hits
55
Uses a 'CEO quote vs reality' structure to highlight management credibility failure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet3 hits
74
Uses direct quotes from executives to highlight a contradiction in seasonal expectations.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 3 hits
81
Uses callout boxes to contrast media reporting on conflict of interest with the company's proxy statement regarding the departure.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 3 hits
45
Uses red arrows to point out specific omissions in the CEO's quote.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
47
Uses a two-part structure to highlight the gap between reported results and management's forward-looking statements.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits