slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
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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
121,561-121,620 of 319,975
01
The visual metaphor uses a rat on the 'Sell' side of a scale, implying a negative outlook or 'rat-like' behavior in the company's earnings reporting.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
02
Mettler-Toledo International, Inc. (MTD)Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide serves as a credibility-building 'track record' page for an activist investor.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
04
Mettler-Toledo International, Inc. (MTD)Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
05
The slide uses a three-part structure to categorize allegations: financial performance, organizational structure, and historical audit issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
06
The slide uses a 'villain' framing technique to highlight governance and accounting risks.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
07
The slide uses a vertical layout with three distinct thematic blocks (Accounting, Inventory, Tax) linked by red arrows to emphasize a downward trajectory of risk.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
08
The slide uses a 'villain_critique' structure to highlight management's alleged malfeasance and financial engineering.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
09
Uses a before-after framework to contrast market perception with activist findings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
10
The slide uses a matrix structure to contrast regional data against specific governance and operational concerns.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
11
Uses primary source excerpts from 10-Q and 8-K filings to establish a pattern of past governance issues.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
12
The slide uses a 'too good to be true' argument to imply financial manipulation.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
13
The slide uses a 'Concern vs. Response' framework to cast doubt on the company's financial disclosures.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
14
The slide uses a 'Source' vs 'Evidence' table structure to build a cumulative case for a bearish thesis.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
15
Uses visual evidence (photos) and official government records to contradict company filings.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
16
The slide uses a comparison table to highlight variances in cash, fixed assets, and total assets between two reporting sources.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
17
The slide uses a 'STOPPED DISCLOSING' callout to highlight a gap in financial reporting.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
18
The slide uses a 'before-after' comparison of royalty structures to highlight the negative impact on merchant margins.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
19
The slide uses external social proof (YouTube content) to validate the thesis of merchant frustration.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
20
The slide uses a quote from a 2017 Amazon report to show the company's previous focus on Merch, which is now absent.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
21
Uses red underlining in the source text to emphasize specific risk-related disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
22
Uses a screenshot of a PA government environmental permit database to challenge revenue assumptions.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
23
Uses shipping data (Bill of Lading) to calculate implied unit pricing and compares against financial guidance and inventory levels to highlight discrepancies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
24
The slide uses red and green boxes to highlight specific rows of interest in the shipping data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
25
Uses bill of lading data to estimate unit counts and total revenue, comparing against reported figures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
26
Uses a table to contrast GAAP revenues and inventory levels across 2018 quarters to suggest aggressive revenue recognition.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
27
Uses a green checkmark for a matching calculation and a red X for a non-matching calculation to visually emphasize the discrepancy.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
28
Uses screenshots of an Amazon forum post and a Google search result to substantiate the claim of product failure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
29
The slide uses public import records to argue that demand for new printers has slowed.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
30
Uses a combination of SEC filing data, executive quotes, and stock charts to build a bearish case.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Evidence and proof1 hit
31
Spruce Point Capital Management branding (tree logo).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
33
Uses a combination of qualitative narrative and quantitative table data to undermine management's growth narrative.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
34
Uses a three-column layout to present evidence of lack of infrastructure (distributors, management, hiring).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
35
Includes a specific callout regarding the closure of the Latin American office with address and non-working phone number.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
36
The table uses a star icon to denote 'Spruce Point Successful Call', implying a track record of identifying these red flags.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
37
Uses red underlining to highlight specific claims in analyst reports that the activist intends to refute.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide features the Spruce Point Capital Management logo (the tree).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
39
The slide uses a red flag icon and red text boxes to highlight suspicious language in the company's disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
40
The slide uses a 'villain critique' style to highlight management's inconsistent messaging regarding their ability to forecast warrant impacts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
41
Uses SEC correspondence to validate the claim of aggressive accounting.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
42
The slide uses red circles and lines to draw attention to the Q4 2016 warrant expense and the corresponding percentage of revenue, contrasting it with Q4 2018.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
43
Uses a red line to visually connect the public statement to the fine print.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
44
Uses red underlines and callout boxes to highlight specific phrases in SEC filings and contract excerpts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
45
Uses a red flag icon to highlight the lack of disclosure.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
46
The slide uses a forensic accounting approach to reverse-engineer cash flows from warrant disclosure data.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
47
Uses SEC disclosure excerpts to frame the contradiction.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
48
Includes a callout box calculating the impact of the missing warrants on EPS.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
49
The slide uses a combination of a financial table (left) and a normalized earnings bridge/calculation (right) to expose accounting manipulation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
50
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
51
Uses a side-by-side comparison to highlight the contradiction between the 'special bonus' justification and the subsequent resignation.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
52
Uses a combination of biographical text, a press release snippet, and a legal complaint header to establish a pattern of behavior.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
53
The slide uses a table to link the CFO's past employer (MRV) and the current auditor (Kost Forer Gabbay & Kasierer) to 'notable failures' in other companies.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
54
Uses a contrast-pairs approach to highlight the discrepancy between the quiet resignation and the loud marketing of new tech.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
55
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
56
Uses SEC filings to highlight the complete divestment of the largest shareholder.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
57
The slide uses a table to highlight that current market prices are already at or near analyst price targets, suggesting a lack of upside potential.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
58
The slide uses a blue line for the metric and an orange line for the historical average.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
59
The slide highlights the disconnect between Kornit's high valuation multiples (P/E, EV/EBITDA, EV/Sales) and its peer group averages.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
60
The slide uses a valuation bridge approach to justify a significant downside based on normalized revenue and cash flow expectations.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit