Matching slides 60,568
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25,831-25,860 of 60,568

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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
61
The slide uses a chronological sequence of quotes to highlight management's shifting narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
Uses callout boxes to annotate specific points in the timeline of financial reporting changes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
The slide uses a combination of regulatory excerpts and community forum commentary to build a case against Intuit's partner selection.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
Uses a letter from Senator Ron Wyden as primary evidence to expose corporate negligence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
The slide uses a side-by-side comparison to highlight the discrepancy between corporate rhetoric and academic research findings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
73
Uses a comparison of IRS survey data vs. third-party review sites (Trustpilot, ConsumerAffairs, PissedConsumer) to highlight a reputational gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
75
Uses a table-like structure to contrast past vs present management sentiment.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table of unit/revenue analysis and two side-by-side bar charts from different years (2018 vs 2021) to demonstrate data drift.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'variance' analysis to highlight the gap between company-reported metrics and independent calculations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
79
The table uses red shading to indicate missing data points, emphasizing the lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a table to compare total consumer segment growth against growth excluding Live revenue, highlighting a deceleration in the latter.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
82
Includes a detailed table of financial metrics from FY2014 to FY2024 to support the thesis of margin inconsistency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
83
Uses a table to track the evolution of expert network disclosure from 2018 to 2023.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'villain critique' style by leveraging expert testimony to undermine the company's public narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
90
Uses a combination of CEO quotes, data tables, and rhetorical questions to undermine company claims.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a table to deconstruct revenue segments and apply a 'Spruce Point View' on their recurring nature.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
99
The slide uses a table format to list specific accounting/reporting obfuscations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
105
The slide uses SEC filings (10-K) as the primary source for peer benchmarking.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a 'Spruce Point Adjusted' methodology to argue that Intuit's reported earnings are inflated due to aggressive amortization assumptions.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit