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 25,801-25,830
Pages 2,019
Rows per page 30
Component
25,801-25,830 of 60,557
101
The slide highlights a divergence between insider behavior and institutional ownership trends.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
102
Uses a table to contrast board meeting frequency against compensation and board size over time, highlighting a drop in 2023.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
105
The slide uses a table of analyst ratings and a pie chart to visualize the distribution of sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
107
The table includes a 'Zebra Technologies' row at the bottom for direct comparison against the peer group.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
108
The slide uses a sum-of-the-parts valuation approach to justify a significant downside risk.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
03
The slide uses a table to establish credibility by citing past successful short campaigns.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses alternating row colors to distinguish between sections.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
14
The slide uses a table to contrast reported segment revenue with a list of services, highlighting that many revenue streams are estimated rather than reported.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
15
The table has a large red X over the Q1 FY18 column, likely indicating a change in reporting or a point of contention.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
16
The slide uses red shading to highlight missing or inadequate disclosures by Intuit.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
19
Includes a quote from a former executive and a competitive landscape callout.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
20
Uses a combination of qualitative transcript analysis and a quantitative estimation table to build the case for non-disclosure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
21
This is a classic activist short-seller slide designed to discredit a partner company (Green Dot) to cast doubt on the primary target (Intuit).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
23
The slide uses a table to expose inconsistencies in Intuit's loan reporting, specifically focusing on the 'Difference' row and the shifting disclosure practices.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
24
Includes a screenshot of Intuit's loan calculator and a table calculating interest revenue over 9 quarters.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
26
Includes a red box highlight on the chart to emphasize the recent upward trend in delinquency rates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
29
Uses a 'Which is it?' callout to highlight the contradiction between the 2007 prospectus and the 2012 CEO statement.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
31
Uses a combination of anecdotal customer feedback (links) and competitive landscape data to undermine the company's growth narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
32
Uses expert testimony (Tegus) to validate the thesis that Intuit's B2C DNA is incompatible with B2B mid-market requirements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
33
The slide uses a comparison table to highlight feature gaps and an ad screenshot to demonstrate competitive pressure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
34
Uses expert network (Tegus) transcripts to undermine management's narrative on international expansion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
35
Uses a 'red X' overlay on a 2018 slide to visually demonstrate failure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
38
The slide uses survey data to argue that vertical SaaS platforms are a threat to QuickBooks by expanding into accounting.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
40
Uses a red-themed comparison table to frame Mailchimp as a lower-quality asset.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
45
The slide uses a combination of qualitative narrative (Shopify's statement) and quantitative data (revenue growth comparison) to build a case against Mailchimp's competitive position.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
46
Data table comparing Mailchimp, Constant Contact, Klaviyo, Zoho, and Sendgrid.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a combination of a historical line chart and a comparative valuation table to establish a 'premium' calculation.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
52
Uses expert testimony from Tegus to frame Credit Karma as a cyclical 'digital direct mail' business.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses callout boxes to emphasize specific negative trends identified in the data.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit