slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 23,971-24,000
Pages 2,019
Rows per page 30
Component
23,971-24,000 of 60,557
28
The slide uses red boxes and red text to highlight deteriorating financial ratios.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
29
The slide uses a table to contrast 'Cintas Normal' (pre-acquisition) with 'Cintas + G&K = Irregular' (post-acquisition) periods.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
31
Uses a red box to highlight the slowdown in inventory growth in the table.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a table-like structure to present a dialogue between the interviewer (Spruce Point) and the interviewee (Industry Expert).Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a contrast-pairs framework to highlight the discrepancy between Cintas's 'no change' stance and Unifirst's 'disruption/tightening' stance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a 'villain' framing by highlighting how the acquisition of G&K Services increased exposure to a declining sector.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses a table to adjust cash and debt figures to derive an 'Adjusted Net Debt/EBITDAR' ratio.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
41
Uses company disclosure text to highlight aggressive debt expansion.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
42
Uses red arrows and circles to draw attention to specific high-growth data points in the table.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
44
The slide uses a red box and arrow to highlight a specific footnote in the financial disclosure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
46
Uses red boxes to highlight contradictory statements and a red line to visually connect the G&K projections to the Cintas guidance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
47
Uses a table to compare sales guidance midpoints against actual results to highlight a discrepancy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
49
The slide uses red boxes to highlight specific rows (Capex and Share Repurchases) where the contradiction is most evident.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
51
The slide uses a 'bridge' logic to strip away non-operational EPS drivers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
60
Uses red underlining and a red arrow to visually connect the two directors through the Touchstone Investments entity.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
64
The slide uses analyst consensus to argue for a bearish thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
66
Includes footnotes regarding specific deal adjustments.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses a Bloomberg terminal screenshot to validate the valuation thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
69
The slide highlights that Cintas's valuation multiples (P/E, EV/EBITDA, Price/Book) are higher than the peer average despite similar growth and dividend profiles.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
07
Uses a red box highlight on the table and chart to emphasize the specific period of accounting change.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a table of analyst ratings alongside a screenshot of a prospectus supplement to visually link the $2.75 price target to the lead underwriter.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses a comparative accounting framework to show how GAAP vs. Non-GAAP treatment of lease financing creates artificial revenue and profit inflation.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
26
Uses a red arrow to visually connect the warrant provision in the 10-K to the adjustment table.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses a red box highlight on the table and chart to emphasize the impact of the accounting change post-Q3 2018.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to highlight a specific line item (Right-of-Use Asset Depreciation) as a questionable add-back.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a pattern of successful short-selling/activist campaigns.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit