slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 23,911-23,940
Pages 2,019
Rows per page 30
Component
23,911-23,940 of 60,568
30
Uses a hypothetical table to demonstrate the accounting manipulation of 'core revenue' growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
31
The slide uses a table to demonstrate the accounting logic for organic growth, highlighting the specific point in time (Q4) when a divestiture adjustment is appropriate.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses a scenario table to show two different cannibalization/incremental contribution assumptions, leading to a projected growth rate that is highlighted as unrealistic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the thesis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a table to build up to an 'Organic Core Revenue Ex-New Products' growth rate, then highlights the implied acceleration in a bar chart.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
The slide uses a 'bridge' logic to calculate incremental revenue capacity from debt capacity, then compares this to growth shortfalls.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses a table to decompose reported EBITDA margin expansion into organic vs. inorganic components.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
53
The slide uses a bridge-like logic to isolate 'organic' margin expansion requirements.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
58
Uses a combination of historical 10-K data and a modern earnings call quote to expose a contradiction in management's narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
59
Uses a visual arrow to connect the 10-K subsidiary list to the lack of search results on the company website.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
60
Uses a side-by-side comparison of acquisition accounting (2012 10-K) and divestiture news (2019 press release) to highlight value destruction.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a table to quantify the potential impairment risk and a callout box to suggest management is using accounting metrics to delay necessary write-downs.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses a table to highlight a specific instance where a revenue target was missed but the full bonus was still paid, suggesting undue discretion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
69
The slide uses a table to highlight the 'break-neck pace' of c-suite turnover, contrasting the 'natural changing of the guard' narrative with the timing and nature of the exits.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
70
Uses a 'villain' narrative style common in activist short reports to cast doubt on management stability.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
72
The table uses color coding (red/orange) to highlight executives with less than 3 years of tenure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a comparison table to expose a discrepancy in market valuation perception.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
The slide highlights a disconnect between analyst qualitative commentary and their quantitative price targets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
The table highlights the discrepancy between consensus and Spruce Point's adjusted EBITDA and valuation multiples.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
03
The slide uses a case study approach to establish credibility for the firm's short-selling thesis regarding Chinese exposure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
11
The slide uses a 'discrepancy' framing to suggest potential financial misreporting or fraud.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
Uses a before-after framing to highlight the degradation of corporate transparency.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses excerpts from SEC filings (8-K and NT-10Q) to contrast poor financial governance with executive compensation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
22
Uses historical 10-K data to contrast current warranty provision spikes against past disclosures claiming immateriality.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a classic 'investor narrative vs. reality' setup common in activist short reports.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
The slide uses a table to contrast local tax filings with consolidated SEC filings to suggest potential financial misrepresentation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
33
The slide uses a specific historical case study to cast doubt on a target company's current inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
34
Spruce Point Capital Management activist short report slide.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
38
The slide uses a table to highlight a specific inflection point in raw material inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit