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slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,557
Current window 25,861-25,890
Pages 2,019
Rows per page 30
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25,861-25,890 of 60,557

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121
Uses a combination of qualitative arguments (left) and quantitative valuation bridge (right) to support a bearish thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a red box to highlight the EV/NTM Revenue column, emphasizing the valuation gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
124
The slide uses a bearish SOTP model to argue for a valuation de-rating.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a contrast-pairs framework to highlight the disparity between the management entity and the insurer.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
12
The slide uses red dashed boxes to highlight key negative metrics in the table, which are then summarized in red callout boxes on the right.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
13
The slide highlights a specific period of fee reduction to contrast with the current practice of charging the maximum fee.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
05
Uses highlighting to draw attention to specific claims in the quotes.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
06
The slide uses color-coded text within quotes to highlight specific problematic claims.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a direct comparison framework to systematically dismantle bull-case arguments.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
16
Includes a red arrow pointing to the 'Americas' row in the table and a red callout box at the bottom.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
28
Uses a combination of a data table and a bar chart to highlight the negative trend in productivity per agent.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
31
The slide uses a combination of headshots for top performers and tabular data to highlight the discrepancy between gross recruits and net retention.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
32
Includes a bar chart comparing recruitment averages across three agencies and a snippet of legal text highlighting the 'pyramid scheme' allegation.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
37
The slide uses red text to highlight specific aggressive or manipulative phrases within the quotes.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
44
The slide uses a '7-Day Standard' checklist and a 'System Development by Partner Type' timeline to illustrate the recruitment-focused sales process.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
45
The slide uses anecdotal evidence from FOIA requests to frame the company's business model as deceptive or predatory.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses primary source documentation (FOIA requests) to substantiate claims of predatory practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
Includes direct excerpts from legal filings with red-line emphasis on deceptive practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
59
The slide uses a screenshot of an official NAIC report to substantiate the claim of poor agent discipline.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
62
The slide uses a red underline to highlight Transamerica in the table.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The slide uses direct testimonials to frame the company's business practices as predatory.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
67
The slide uses anecdotal evidence from FOIA requests to support a negative narrative about the company's business practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide uses a direct excerpt from a legal document to support the activist's thesis regarding GFI's questionable business practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Includes screenshots of YouTube videos and Reddit threads questioning WFG's legitimacy.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
The slide presents a bearish 'Low' case versus a 'Base' case, highlighting specific regional and operational headwinds.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
The slide highlights that Aegon trades at a discount to peers, but argues this discount is insufficient given the risks associated with the WFG MLM structure.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
The slide uses a sum-of-the-parts valuation to justify a significant downside risk estimate.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit