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slides · global inventory

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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
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1

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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

122,101-122,160 of 319,975

filter-aware
01
Slide 1
The image uses dark, visceral imagery (decaying patient, rats) to imply the company is in a state of terminal decline.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
02
Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a track record of successful short-selling analysis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
Standard Spruce Point Capital Management branding slide.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
The slide uses a strong, accusatory tone typical of activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
This is a classic activist short thesis slide, structured as a list of key pillars supporting the valuation downside.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
08
Uses a classic 'Management Claim vs. Reality' structure common in activist short reports.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
09
Uses a line chart to demonstrate the gap between reported growth and organic growth excluding new products under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
10
The slide uses a table to build up the revenue calculation and a line chart to visualize the implied growth acceleration.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
11
Includes a table comparing planned vs. actual capex and a secondary table showing useful life of assets to support the argument of deferred maintenance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
13
The slide uses a comparison table to contrast consensus estimates with Spruce Point's own estimates, highlighting a projected growth shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
14
The slide uses a 'build-up' logic to calculate debt capacity and then translates that into revenue growth bps to show a shortfall.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
15
The slide uses a table to isolate the impact of M&A on reported margins, highlighting a discrepancy between total margin growth and organic growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
16
The slide uses a table to document specific executive departures to support the thesis of a 'brain drain' or strategic abandonment.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
17
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish a negative correlation between the executives' past roles and company performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
18
This is a transition slide featuring the Spruce Point Capital Management logo.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
19
Uses Glassdoor-style employee reviews to validate the thesis of poor management and M&A execution.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
20
Uses a timeline-style comparison of two press releases and a 10-K excerpt to illustrate value erosion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
21
Uses press release excerpts to highlight the pattern of 'Five Years Later' failure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
22
Uses a 'before-after' comparison of 10-K facility lists to demonstrate that the divested assets are identical to the acquired Aspen Surgical assets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Includes a translated German review and LinkedIn employee count data.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a collection of negative employee testimonials to contradict the management's growth narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Includes screenshots of Glassdoor-style reviews and LinkedIn employee/hiring metrics.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
Uses red dashed lines to connect press release claims to actual lower performance in tables.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
Uses hypothetical financial modeling to demonstrate how a 'dip and rebound' pattern in acquisitions creates a temporary, misleading acceleration in reported core growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
The slide uses a table to compare historical revenue against actual post-acquisition performance for three specific acquisitions (Trumpf, Welch Allyn, Mortara).Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
Uses excerpts from 10-K filings to contradict management's narrative of costless divestitures.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
Uses a hypothetical table to demonstrate the accounting manipulation of 'core revenue' growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
31
The slide uses a table to demonstrate the accounting logic for organic growth, highlighting the specific point in time (Q4) when a divestiture adjustment is appropriate.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
32
The slide argues that the 'Core Growth' metric is misleading because it excludes businesses that are later divested at a loss.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
33
Uses a comparison of two earnings call transcripts to expose management's shifting methodology.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
34
The chart shows a divergence between reported core revenue growth and adjusted core revenue growth starting in Q2 2019.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
35
Uses a before-after style comparison of unrounded vs rounded data to expose accounting manipulation.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
36
Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
37
Uses a bar chart to show growth and a product grid to show the 'launch' timeline, followed by a callout noting the cessation of disclosure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
38
Uses a side-by-side comparison of management quotes vs. independent opinions to highlight a contradiction.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
39
The slide highlights that Stryker achieved growth without new products, contradicting the narrative that new product launches are the primary driver of sales.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
40
Uses direct quotes from earnings calls to highlight the shift in management's definition of 'incremental' revenue.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
41
Uses a line chart to demonstrate the gap between reported growth and estimated organic growth under different cannibalization scenarios.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
42
Uses a bar chart with an estimated Q4 bar to highlight the gap between management guidance and implied performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses a scenario table to show two different cannibalization/incremental contribution assumptions, leading to a projected growth rate that is highlighted as unrealistic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the thesis.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a 'What reinvestment?' callout to highlight the gap between corporate messaging and financial reality.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
Includes a table comparing capex forecasts vs actuals, and a table showing useful life of assets vs depreciation, highlighting a potential maintenance capex cliff.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
47
The slide uses a two-column layout to categorize criticisms into 'Foreign Markets Are Protective' and 'Foreign Markets Are Less Profitable Than U.S.'Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
The slide uses a table to build up to an 'Organic Core Revenue Ex-New Products' growth rate, then highlights the implied acceleration in a bar chart.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
The slide highlights the contradiction between management's advertised leverage and the author's estimates, while citing Moody's credit rating as a constraint.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
The slide uses a 'bridge' logic to calculate incremental revenue capacity from debt capacity, then compares this to growth shortfalls.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
52
The slide uses a table to decompose reported EBITDA margin expansion into organic vs. inorganic components.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
53
The slide uses a bridge-like logic to isolate 'organic' margin expansion requirements.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
54
Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
55
Uses red arrows to visually connect the DIO chart to a warning callout box.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
56
Uses red arrows to highlight the gap between guidance and actuals; uses a yellow callout box to link the capex behavior to the FCF/OCF outcome.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses red stars to mark the timing of the activist's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
58
Uses a combination of historical 10-K data and a modern earnings call quote to expose a contradiction in management's narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
59
Uses a visual arrow to connect the 10-K subsidiary list to the lack of search results on the company website.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
92
Includes detailed footnotes explaining adjustments to EBITDA and rationale for multiple selection.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit