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 24,301-24,330
Pages 2,019
Rows per page 30
Component
24,301-24,330 of 60,568
05
Uses a table-based framework to list specific red flags for each category.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a 'Lemon + Lime = Lemon Aid' metaphor to suggest the merger of two failing companies (lemons) does not create value.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a table to demonstrate a mathematical impossibility in the company's reported financial data.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a side-by-side comparison of two SEC filings to show the discrepancy in 'Other assets' and 'Other current liabilities'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
41
Includes a red 'X' annotation over the 2019 disclosure table to emphasize it is no longer provided.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
44
The table demonstrates a significant divergence in FCF trends due to Spruce Point's adjustments for pension settlements, stock compensation tax impacts, and other items.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
45
The slide uses a 'back-of-the-envelope' check to highlight a discrepancy in cash flow reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
46
The slide uses a red box to highlight the FY 2020E projections and adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
49
Uses a table to calculate 'Cash Available' and then presents two specific quotes from SEC filings to highlight management's hedging language.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a table to show the growth in tax risk disclosure word counts and a callout box to highlight specific concerning language from the 2018 10-K.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
54
The slide highlights a trend of rising tax compliance and planning fees paid to the auditor, suggesting potential aggressive tax accounting or governance concerns.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses a comparison table to highlight the discrepancy between company-reported metrics and analyst-adjusted metrics.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a comparison of two text blocks from 10-K filings to show the removal of a specific liability recognition clause.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a callout to point out that high job losses are associated with abnormally low charges per job.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses red callout boxes to emphasize 'Undisclosed' status for specific locations.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
67
The slide uses a series of biographical snippets and SEC filing excerpts to highlight the omission of a problematic past directorship.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses a 'guilt by association' framework to undermine the credibility of a specific board member.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table detailing 2018 AIP financial modifiers for various executives, highlighting the CEO's Adjusted EPS component.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses arrows to visually emphasize the upward trend in price targets despite negative operational indicators.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
82
The table uses color coding (red rows) to highlight specific investors, likely those reducing positions or showing negative trends.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
83
The slide uses a 'Bulls vs Bears' comparison frame to highlight the disconnect between market optimism and operational reality.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
87
The table highlights that Avery Dennison (AVY) trades at higher multiples compared to the average of its peers, with Spruce Point's adjusted figures showing an even higher premium.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
89
Includes detailed adjustments for liabilities and commentary on consensus estimates vs. Spruce Point's view.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit