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 25,861-25,890
Pages 2,019
Rows per page 30
Component
25,861-25,890 of 60,568
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
110
Uses quotes to frame the CEO as a 'villain' or risk factor.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
116
The slide uses red shading to highlight performance gaps against long-term targets.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
117
The slide uses a combination of screenshots from financial terminals and a custom table to illustrate the accounting errors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
118
The slide highlights a trend of insiders selling shares while active institutional investors reduce their positions in favor of passive funds.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
120
The slide uses a 'valuation story' framing to argue that regardless of how Intuit is categorized, it is overvalued compared to its peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
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
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