slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 361-390
Pages 38
Rows per page 30
Framework
361-390 of 1,114
13
Uses a comparison table to contrast the company's stated method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
44
Uses a 'he said, she said' structure to contrast external industry skepticism with management's vague justification.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses a 'before-after' or 'precedent' style to contrast Sungevity's 2016 pitch with its 2017 bankruptcy and 2020 layoffs.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
Uses a dialogue-based format to highlight discrepancies between management's narrative and industry expert insights.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
48
Uses callouts to contrast quotes from different quarters to show lack of precision.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
24
Uses a chronological sequence of press releases to demonstrate the shift in terminology.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a 'before-after' style comparison between a historical event (Q3 FY19) and a hypothetical/suppressed event (FY20 Q1).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
47
Uses a chronological sequence of press releases to highlight a discrepancy in terminology.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
20
Uses red boxes and arrows to link specific underwriters to negative news headlines.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
44
The slide uses a 'villain' framing by contrasting the company's MD&A claims against an industry observer's quote and a detailed table of missing disclosures.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses red underlining and a red arrow to visually connect the contradictory data points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses a side-by-side comparison of claims vs. evidence to highlight potential regulatory risks.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses a table from an Ares Capital 10-Q to highlight the distressed nature of the target company.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses a 'before-after' or 'promise-vs-reality' structure to highlight the failure of the Bestway acquisition.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
Uses a three-column layout to contrast index rules with GFL's actual security structure.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a red box to highlight the discrepancy between actual growth and guidance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
22
Uses a comparison table to draw parallels between a failed company and the target company, implying a similar negative outcome.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses visual callouts (red boxes and arrows) to highlight the contradiction between the company website and the state license verification database.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses a chronological sequence of quotes to build a case against management's transparency.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
Uses a table-like structure to present chronological earnings call transcripts.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
90
Uses red underlining and callout boxes to emphasize specific constraints in Moody's credit rating rationale.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
100
The slide uses excerpts from various annual reports to demonstrate industry standards for revenue breakdown.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
107
The slide uses a before-and-after comparison of investor presentation tables to show the change in reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Red arrows are used to highlight specific entities in the 'Pre-U.S. Listing' table that contain the word 'Tobacco'.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
39
Includes annotations (red arrows) pointing to specific financial statement line items to highlight the contradiction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Cost Of Inaction1 hit
74
Uses direct quotes from executives to highlight a contradiction in seasonal expectations.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'villain' framing by calling the benchmark 'absurd' and 'irrelevant'.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses a dual-axis chart to show the inverse relationship between company buybacks and insider skin-in-the-game.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
67
Uses historical chart data and management quotes to argue that current inventory levels will delay margin benefits.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit