anlak storytelling
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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 60,568
Current window 23,671-23,700
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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23,671-23,700 of 60,568

filter-aware
03
The slide uses a comparison table to establish credibility by showing past successful short calls.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Preempt Rebuttal1 hit
04
The slide uses a two-column table to map specific concerns to the activist's perspective.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a table to demonstrate a recurring discrepancy between forecasted and actual capex, framing it as a potential red flag.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses red boxes and arrows to highlight the contradiction between text and table data.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses a red arrow graphic to emphasize the trend of 'Keeps Getting Worse'.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a table to highlight discrepancies between disclosed Capex and estimated total costs, framing the spending as an anomaly.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 1 hit
17
The slide highlights that AOS's valuation multiples are high despite significant exposure to emerging markets, which the author argues should command a discount.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
18
The slide uses a table to highlight a disconnect between analyst optimism and their lack of local market intelligence.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
20
The slide uses a sum-of-the-parts valuation approach, adjusting for illiquidity of cash in China and applying different multiples to regional business segments.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
89
Uses callout boxes to contrast management quotes with actual data shifts.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
90
Uses a 'before-after' style contradiction frame, comparing company claims against external audit records.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
93
Uses a stock chart with red sell markers and a table showing declining ownership percentages over three fiscal years.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
94
The slide uses red boxes to highlight the premium valuation multiples of PetIQ compared to the peer groups.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
03
Includes firm credentials at the top and a disclaimer at the bottom.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Problem and complication1 hit
12
The slide uses red boxes to highlight 2018 figures that the author argues are anomalous or non-recurring.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
13
The slide uses a deductive logic chain to estimate payments from Amazon based on warrant grant disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
14
Includes a specific callout regarding the controlling shareholder (Fortissimo Capital) selling their stake.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
22
Uses a screenshot of a PA government environmental permit database to challenge revenue assumptions.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
24
The slide uses red and green boxes to highlight specific rows of interest in the shipping data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
26
Uses a table to contrast GAAP revenues and inventory levels across 2018 quarters to suggest aggressive revenue recognition.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
29
The slide uses public import records to argue that demand for new printers has slowed.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
30
Uses a combination of SEC filing data, executive quotes, and stock charts to build a bearish case.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
33
Uses a combination of qualitative narrative and quantitative table data to undermine management's growth narrative.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
36
The table uses a star icon to denote 'Spruce Point Successful Call', implying a track record of identifying these red flags.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
41
Uses SEC correspondence to validate the claim of aggressive accounting.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
42
The slide uses red circles and lines to draw attention to the Q4 2016 warrant expense and the corresponding percentage of revenue, contrasting it with Q4 2018.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
46
The slide uses a forensic accounting approach to reverse-engineer cash flows from warrant disclosure data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
48
Includes a callout box calculating the impact of the missing warrants on EPS.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
53
The slide uses a table to link the CFO's past employer (MRV) and the current auditor (Kost Forer Gabbay & Kasierer) to 'notable failures' in other companies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
54
Uses a contrast-pairs approach to highlight the discrepancy between the quiet resignation and the loud marketing of new tech.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit