slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
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23,941-23,970 of 60,557
03
The slide uses a 'Quote From Ben Axler' as a framing device to establish the firm's contrarian thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
Uses a specific case study (Merrillville, IN) to support the thesis of systemic regulatory non-compliance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
21
The slide uses a Q&A format to highlight potential operational risks and industry reputation issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a 'bridge' style calculation to strip out G&K acquisition impact.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
Uses a chronological sequence of quotes to highlight a shift in management's ability to track or verify their own margin expansion claims.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
51
Uses a callout box to highlight a quote from the company's 10-K as a counterpoint to the activist's thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
52
The slide highlights Monolithic Power's unusually narrow guidance ranges compared to peers, suggesting potential manipulation or artificial precision.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
54
The slide uses a 'too good to be true' argument to suggest potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
55
The slide uses a callout box to frame the data as evidence of potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
The slide uses sarcasm to imply that Monolithic's consistent performance is suspicious or manipulated.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide highlights Monolithic's outlier status in cash management relative to the industry average.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
59
Uses a callout box to link the geographic revenue table to the foreign currency risk disclosure, pointing out the Bermuda entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
Uses SEC filing excerpts to contrast stated tax jurisdictions (Chengdu, Hangzhou, Switzerland) with the existence of a Bermuda subsidiary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
The red box highlights the total spending on land/real estate vs dividends and M&A.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
64
The slide highlights a discrepancy between dividend payout ratios and EPS growth, implying that if earnings were real, the dividend should be higher.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
65
The table tracks square footage or similar capacity metrics for specific locations categorized by lease status over time.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
Uses a sales history table and a civil plan document to prove the company flipped land instead of developing it.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
The slide highlights that Monolithic Power has the highest square footage per employee, which the author uses to imply suspicious margin stability.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a red box to highlight the specific rows being compared to create a sense of financial irrationality or overpayment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
75
Uses red underlining and callout boxes to emphasize specific connections between individuals and companies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses red text to highlight omissions in the director's biography, framing them as deceptive.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
The slide uses a red box to highlight the DIO row, emphasizing the 'bloated' figures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
Uses a combination of biographical claims, legal excerpts, and stock performance to undermine the credibility of a board member.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
Uses red callouts to connect proxy statement text to the lack of clawback coverage for long-term incentives.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
85
The table highlights Monolithic Power (1) with a red border to emphasize the discrepancy.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
89
Uses a red box to highlight the 'NO' presence for the most bullish analysts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
91
The slide highlights that MPWR trades at a premium multiple compared to its peers, which the author argues is based on faulty assumptions.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
94
The chart shows MPWR's valuation multiples across various metrics compared to the median of 44 completed semiconductor deals.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
95
The slide uses a valuation bridge approach to adjust consensus figures for alleged accounting irregularities.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit