slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,387
Current window 2,401-2,430
Pages 3,680
Rows per page 30
Component
2,401-2,430 of 110,387
18
The slide uses a 'villain' framing technique to associate the company with a fatal negligence case.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
20
Uses screenshots of actual contracts as evidence of pricing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster2 hits
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 Inaction2 hits
30
The slide uses a direct quote from a 10-Q filing to support the activist's thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
56
Uses a red flag icon to highlight the discrepancy in EPS reporting for incentive plans.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
57
The slide uses a red box to highlight the specific $0.15 EPS impact and a callout box to pose a rhetorical question about the exclusion of this item from adjusted EPS.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
59
Uses press release excerpts to frame executive departures as suspicious timing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory2 hits
39
Uses a quote-based approach to expose management's lack of transparency.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
86
The slide uses a comparison table to highlight the gap between consensus estimates and the reality of underlying earnings growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade2 hits
18
Uses red circle annotations to highlight the change in signature from Brian McDonald to Jim Moyer (labeled as Jim Christoffersen in the document).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg2 hits
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 Test2 hits
35
Uses a combination of corporate disclosure text and financial charts to imply accounting manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test2 hits
45
The slide uses a quote from an external report to undermine the growth narrative of the target company's consumer electronics business.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
48
The slide uses a table of financial projections for MPWR and a text excerpt from SMTC's outlook to highlight a disconnect.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
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)2 hits
73
Uses visual callouts (red boxes and arrows) to highlight the contradiction between the company's claim and the regulatory record.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
74
Uses a screenshot of a PCAOB database search to link the two companies via a shared audit partner.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
82
Uses red boxes to highlight the specific restated figures and a callout box to anchor the stock price drop to the news event.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
86
Uses visual evidence (photos) and public records (sales history, FAA data) to build a narrative of executive enrichment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)2 hits
38
Uses a CEO quote to contradict the market's expectations for growth.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
43
Uses red lines to visually connect the analyst question to the CFO response, and then to the contradictory text blocks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
49
Uses SEC Form 4 filings and Bloomberg data to contrast corporate deal narrative with insider behavior.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
70
Uses red boxes and arrows to highlight address overlaps and copyright notices.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
72
The slide uses a before-and-after comparison of financial statements to highlight accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
76
Uses red arrows and boxes to visually connect the absence of the name in the proxy table to the presence of the name on the Form 144.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
78
Uses a CEO quote to contrast with the accounting reality shown in the table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
79
Uses a table of non-GAAP reconciliations and a snippet from a 10-K to highlight the accounting change.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
80
Includes a table comparing reported vs. adjusted EPS and a secondary table showing bonus performance metrics.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction2 hits
86
Includes a table of recent sales and two charts: one showing flat ownership percentage and one showing stock price with sell indicators.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
87
Uses 'Follow the money' as a rhetorical device to frame financial data as evidence of negative sentiment.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction2 hits