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slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,557
Current window 23,551-23,580
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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23,551-23,580 of 60,557

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03
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
09
Includes visual indicators (red arrows) for downward price target revisions.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a bear-case valuation methodology to argue for significant downside in CVNA stock.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a classic 'Perception vs Reality' framing to undermine the bull case.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
17
The table highlights the comprehensive nature of Spruce Point's research compared to other entities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a 'How This Goes To Zero' framework, common in short-seller activist decks.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
66
The slide serves as a track record of successful short-selling/activist research.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
70
The slide uses a 'Spruce Point Adjusted EBITDA' to derive debt capacity and then calculates potential inorganic sales growth based on acquisition multiples.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
77
Uses a combination of a line chart and two side-by-side financial table excerpts to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
79
The slide uses a hypothetical estimate calculation to quantify the impact of undisclosed factoring on DSO metrics.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
80
The slide uses a table to establish a pattern of behavior (factoring) leading to a specific outcome (share price decline) across multiple companies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
84
Uses red arrows to visually link borrowing/repayment events to cash balance changes.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
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 1 hit
86
The slide uses a 'Spruce Point Adjusted EBIT' calculation to demonstrate the impact of accounting adjustments on bottom-line EPS.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
88
The slide uses a table format to present qualitative evidence of questionable governance and operational structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
91
The slide uses a table to visualize committee tenure and a callout box to link a specific director to a past accounting fraud case.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a historical table from 2014 to contrast with the current lack of disclosure, implying a governance failure or attempt to obscure executive compensation practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
102
Uses red arrows and brackets to correlate specific table rows with timeline events.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
The slide uses a table to show analyst price targets and recommendations to contrast with the activist's bearish thesis.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
The slide uses a table to contrast historical performance (FY19-20) with forward-looking qualitative assessments (FY21-23) and quantitative downside targets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
113
Uses a 'villain critique' style to highlight the discrepancy between management's stated inorganic growth contribution and the analyst's calculated figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
126
Uses a side-by-side table comparison to show how the inclusion of Kenzan revenue impacts organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
128
The slide highlights a discrepancy between management's reported organic growth and the analyst's estimate, suggesting potential revenue misclassification.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit