Matching slides 60,557
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23,461-23,490 of 60,557

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03
The slide uses a comparison table to establish credibility by citing past successful short-selling campaigns.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
07
The slide uses a matrix structure to link individuals to specific companies and negative outcomes, specifically highlighting 'Serious Concern / Association With Financial Disaster' in the bottom row.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
08
Includes detailed footnotes explaining adjustments for convertible preferred stock and operating leases.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
09
The table uses a 'URI Playbook' column to highlight where XPO's behavior mirrors past fraudulent activity.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
The slide uses a 'URI Playbook' column to draw parallels between XPO's actions and a previous case of accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
The slide uses a 'precedent_table' structure to systematically dismantle the company's reported earnings quality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
14
The slide uses a red flag icon to highlight a risk factor disclosure and red boxes to emphasize the poor cumulative performance metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
15
The slide highlights a specific comparison point ('Where XPO is today') and uses red boxes to emphasize cumulative FCF and cumulative acquisition costs.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
16
Uses a Jim Chanos quote to frame the company as a potential Ponzi-like scheme dependent on continuous capital raising.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
20
Includes a specific callout of a dropped disclosure from the 2016 10-K and red arrows highlighting negative trends in the data table.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
21
Uses a two-part table to contrast the bank's perspective vs the shareholder's perspective on a specific financial transaction.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses red boxes and arrows to highlight specific line items in a financial table that the author deems problematic.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a table to demonstrate how pension gains are inflating earnings metrics, contrasting them with GAAP pre-tax profit.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
29
Uses a comparison of old vs new disclosure text to demonstrate accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
35
Includes a specific warning quote from an SEC URI complaint.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
39
Uses a 'ceo-quote-contradiction' framework to highlight hypocrisy.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
41
The slide uses a matrix structure to link individuals to specific companies and 'Serious Concern' categories.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
42
Uses a matrix-like structure to compare United Waste Systems and United Rentals, focusing on the 'Jacob's Roll-up' strategy and subsequent 'Financial Outcome' (fraud/legal issues).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
43
Includes a red flag icon pointing to a specific litigation note for Chris Brown.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
46
The slide highlights a governance failure by contrasting XPO's compensation metrics against industry peers.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a red flag icon to emphasize the critique.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a FINRA enforcement action document as primary evidence to link a director's firm to a felon and XPO's capital raising activities.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses the analyst consensus to argue that the market is being misled by sell-side optimism.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
58
The slide uses a classic 'Concern vs. Assessment' table structure common in activist short reports to systematically dismantle company guidance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
60
The slide uses a 'bridge' style table to show how adjustments lead to a lower normalized EPS.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
61
The slide uses a 'Spruce Point Reality' framing to contrast consensus estimates with their own normalized view.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
48
Uses a 'mature business' valuation framework to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
50
The slide uses a table to show current valuation premiums and line charts to show historical multiple expansion.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit