anlak storytelling
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slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

121,201-121,260 of 319,975

filter-aware
57
The slide uses a 'reconciling inconsistencies' table to show that despite individual line item differences, the final 'Net cash provided by operating activities' remains identical, which the author flags as suspicious.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
58
Spruce Point Capital Management branding (pine tree logo).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
59
Uses red arrows and callout boxes to highlight specific discrepancies in financial reporting terminology.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a 'Four Different Inconsistent Statements' framework to undermine management credibility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
61
The slide uses a primary source document (TASE filing) to challenge the company's financial disclosures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
62
Uses a timeline/process flow to show the evolution of the company's narrative vs. actual financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
63
Includes a snippet from a 20-F filing and a table comparing Q1/Q2 2018 financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
64
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
65
Uses red arrows to visually emphasize the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
66
The slide serves as a track record of successful short-selling/activist research.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
67
The slide uses a combination of a stacked bar chart showing cash decline and a screenshot of a 2011 investor presentation to highlight a contradiction between historical policy and current management rhetoric.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
68
Uses red boxes to highlight the shift in language from 'roughly half' to 'a portion' of free cash flow.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
69
Uses a 'CEO quote contradiction' framework to highlight the shift in management's tone.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
70
The slide uses a 'Spruce Point Adjusted EBITDA' to derive debt capacity and then calculates potential inorganic sales growth based on acquisition multiples.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
71
Includes three charts showing Net OCF, OCF before working capital, Net Change in Working Capital, and Unbilled Receivables as a % of Revenue.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
72
The slide uses two charts to contrast rising unbilled receivables with falling deferred revenue and contracting allowances, arguing this is inconsistent with organic business growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
74
Uses a legal precedent to establish a pattern of behavior (historical analogy).Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses three line charts to compare reported vs. adjusted margins, suggesting accounting manipulation to meet analyst expectations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a side-by-side comparison of two regulatory filing excerpts to demonstrate the removal of the 'long-term' qualifier.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
77
Uses a combination of a line chart and two side-by-side financial table excerpts to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'delta' bar to visually emphasize the lack of reconciliation between financial statements.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
79
The slide uses a hypothetical estimate calculation to quantify the impact of undisclosed factoring on DSO metrics.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
80
The slide uses a table to establish a pattern of behavior (factoring) leading to a specific outcome (share price decline) across multiple companies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a combination of a financial table and a long-form text excerpt to highlight accounting opacity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
82
The slide uses a 'Spruce Point Adj. EPS' calculation to challenge the company's reported earnings quality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses two tables to demonstrate that borrowing is short-lived and investment activity is offsetting, suggesting potential financial manipulation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
84
Uses red arrows to visually link borrowing/repayment events to cash balance changes.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'before-after' or 'contradiction' structure by juxtaposing management's vague explanations with the technical definition of PFIC status.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'Spruce Point Adjusted EBIT' calculation to demonstrate the impact of accounting adjustments on bottom-line EPS.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
87
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
88
The slide uses a table format to present qualitative evidence of questionable governance and operational structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
89
The slide uses the decline in ownership to imply a misalignment of incentives between management and shareholders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
90
The slide uses screenshots of Glassdoor-style reviews to support the thesis of a closed-off management culture.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
91
The slide uses a table to visualize committee tenure and a callout box to link a specific director to a past accounting fraud case.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a screenshot of the 'About Us' page of the Afterdox website as evidence of the executive network.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
93
The slide uses red boxes to highlight specific negative sentiments in employee reviews.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
94
Includes specific excerpts from a legal case (Kerry Chambers, et al. vs. Amdocs Limited, et al.) with underlined emphasis on key allegations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
95
Uses a comparison of two 20-F filings to highlight a governance deficiency.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses excerpts from an SEC legal complaint to substantiate the claim of past misconduct.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
97
Uses red arrows and circles to highlight suspicious trends in option pricing and discounts.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a historical table from 2014 to contrast with the current lack of disclosure, implying a governance failure or attempt to obscure executive compensation practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
99
Includes a direct excerpt from the FY 2018 20-F filing with red-box highlights on the accounting method.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses SEC filing excerpts to demonstrate the obfuscation of beneficial ownership by company insiders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
102
Uses red arrows and brackets to correlate specific table rows with timeline events.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
104
Uses visual evidence (screenshots of signature pages) to highlight a governance anomaly.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
105
Spruce Point Capital Management branding.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
106
The slide uses a table to demonstrate a loss of institutional confidence, specifically calling out AT&T's exit as a major signal.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
The slide uses a table to show analyst price targets and recommendations to contrast with the activist's bearish thesis.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Includes a specific callout for CSG Systems as a comparable peer. The table includes 'Street' vs 'Spruce Pt. Adjusted' figures to demonstrate the valuation gap.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
110
The table highlights the specific adjustments made by Spruce Point (POC, Software Development Costs, and Taxes) to arrive at lower earnings estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
The slide uses a table to contrast historical performance (FY19-20) with forward-looking qualitative assessments (FY21-23) and quantitative downside targets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
112
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
113
Uses a 'villain critique' style to highlight the discrepancy between management's stated inorganic growth contribution and the analyst's calculated figures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
115
Uses direct quotes from earnings calls to highlight the contradiction between management's narrative and the acquisition timeline.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
116
The slide uses two distinct valuation bridges to derive revenue estimates for Utiba.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit