slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 2,461-2,490
Pages 355
Rows per page 30
Component
2,461-2,490 of 10,645
13
Uses a quote-based contradiction framework to undermine management's narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
16
The slide uses a combination of historical trend data and specific contract evidence to challenge the company's narrative on shareback growth.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
32
Uses a direct quote comparison from 10-K filings to highlight accounting inconsistency.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
31
The slide uses a red box to highlight the discrepancy between total acquisition spend and incremental growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
33
Uses a quote from an earnings call to contrast with the data showing increased acquisition spending.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
38
Includes a detailed table of acquisitions and a summary table of financial impact.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)2 hits
66
The slide uses a comparison table and direct quotes to highlight a lack of transparency by Verint compared to NICE.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
85
Uses red arrows to link specific line items in the table to the SEC's inquiry and management's justification.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
05
Contradicts management's optimistic statements about their China consumer brand with Chinese state media calls for a 'peoples war' and boycotts of US goods.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller 2 hits
47
The slide uses a quote from an earnings call to highlight management's focus on 'gross margin dollars' over 'margin percentages' to deflect from margin compression.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
69
Uses a quote-based structure to highlight management's potential deception regarding vendor dependencies.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
38
Uses a call-and-response format between an analyst and the CEO to frame the activist's thesis.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
45
Uses earnings call quotes to highlight a discrepancy between Abbott's reported progress and Dexcom's downplaying of the situation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
68
Uses red callout boxes to highlight the contradiction between management's claims and the reality of the financial data.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 2 hits
41
Uses a call-and-response format between an analyst and the CEO to highlight a potential contradiction in business model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle2 hits
56
Uses a 'quote-and-critique' structure to expose potential regulatory and financial liability.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
65
Uses a call-and-response format to expose management's lack of transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 2 hits
23
Uses a Q&A transcript from an earnings call to highlight management's bonus metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
20
Uses analyst call quotes and regional revenue growth charts to highlight volatility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
113
Uses a 'villain critique' style to highlight the discrepancy between management's stated inorganic growth contribution and the analyst's calculated figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order2 hits
15
The slide uses a 'villain critique' style to undermine the company's core value proposition by citing public sentiment.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
24
Uses a red box to highlight the 'First Half' data and a red arrow to connect the quote to the critique.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
27
Uses direct quotes from SEC filings to highlight management's inconsistency.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
22
Includes specific callouts highlighting the discrepancy between management's stated cash outflow expectations and the actual NPV calculations.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
36
Uses quotes from earnings calls to highlight management's lack of integration plans and analyst skepticism.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
41
Uses direct quotes from earnings calls contrasted with consultant interview findings.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
57
The slide uses quotes from 'Large Agency #3' and 'Super Agency #7' to support the thesis of opaque and discriminatory practices.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
59
Uses quotes from anonymous agencies to support the thesis of revenue manipulation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
30
Uses a combination of SEC filing data, executive quotes, and stock charts to build a bearish case.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof2 hits