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
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
122,281-122,340 of 319,975
05
Standard Spruce Point Capital Management branding slide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
06
The slide uses a strong 'villain' narrative regarding the G&K acquisition and management's financial reporting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a strong 'villain' framing by highlighting fraud and safety risks to justify a short thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a 'villain' framing by linking the auditor to a past accounting scandal at Papa John's and questioning the independence of the audit committee.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a strong 'villain' framing by attacking the company's billing practices, governance, and acquisition strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
10
Uses a hub-and-spoke diagram to illustrate the breadth of stakeholders affected by Cintas's alleged misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Uses visual evidence (screenshots) to support claims of corporate misconduct.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a 'before-after' or 'contradiction' framing to undermine the company's stated business strategy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
Uses red arrows as visual anchors for each of the four points.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Includes a letter from the City of Aurora Law Department and a sample complaint form.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
Uses a specific case study (Merrillville, IN) to support the thesis of systemic regulatory non-compliance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a 'villain' framing technique to associate the company with a fatal negligence case.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a red box and arrow to draw attention to clause (a) of the credit agreement.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
20
Uses screenshots of actual contracts as evidence of pricing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
21
The slide uses a Q&A format to highlight potential operational risks and industry reputation issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a collage of news snippets to build a narrative of market fragmentation and PE-backed competition.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Includes a callout box highlighting the competitive advantage of APi over Cintas.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
24
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses a timeline to highlight the rapid increase in acquisition price, framing it as a desperate overpayment.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
26
Uses a 'bridge' style calculation to strip out G&K acquisition impact.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
Uses a chronological sequence of quotes to highlight a shift in management's ability to track or verify their own margin expansion claims.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
28
The slide uses red boxes and red text to highlight deteriorating financial ratios.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
29
The slide uses a table to contrast 'Cintas Normal' (pre-acquisition) with 'Cintas + G&K = Irregular' (post-acquisition) periods.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses a direct quote from a 10-Q filing to support the activist's thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
31
Uses a red box to highlight the slowdown in inventory growth in the table.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses a grid of job listings to prove that A/R functions are not centralized, specifically calling out the continued existence of G&K Services roles long after the acquisition.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
Uses Glassdoor reviews as primary evidence to frame the company culture as dysfunctional.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses customer testimonials as evidence of operational dysfunction to support a short-selling thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a table-like structure to present a dialogue between the interviewer (Spruce Point) and the interviewee (Industry Expert).Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a contrast-pairs framework to highlight the discrepancy between Cintas's 'no change' stance and Unifirst's 'disruption/tightening' stance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a testimonial format to challenge Cintas's claims of a stable pricing environment.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
The slide uses a chronological comparison of SEC filing excerpts to point out a lack of transparency and suspicious accounting.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a 'villain' framing by highlighting how the acquisition of G&K Services increased exposure to a declining sector.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses a table to adjust cash and debt figures to derive an 'Adjusted Net Debt/EBITDAR' ratio.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
41
Uses company disclosure text to highlight aggressive debt expansion.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
42
Uses red arrows and circles to draw attention to specific high-growth data points in the table.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
43
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
44
The slide uses a red box and arrow to highlight a specific footnote in the financial disclosure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
45
Uses a red-box callout to highlight the discrepancy between management's guidance and the calculated amortization based on the 10-K.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
46
Uses red boxes to highlight contradictory statements and a red line to visually connect the G&K projections to the Cintas guidance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
47
Uses a table to compare sales guidance midpoints against actual results to highlight a discrepancy.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
48
Uses a 'ceo-quote-contradiction' framework to highlight management inconsistency.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
49
The slide uses red boxes to highlight specific rows (Capex and Share Repurchases) where the contradiction is most evident.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
50
Uses a direct quote comparison to frame management as evasive or incompetent.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Hypothesis Test1 hit
51
The slide uses a 'bridge' logic to strip away non-operational EPS drivers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
52
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
53
The slide uses red arrows as visual anchors for each governance failure point.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
54
The slide uses red underlining to emphasize the connections between Cintas and E&Y.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
55
Uses excerpts from SEC filings to establish a narrative of auditor failure.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
56
Uses a red flag icon to highlight the discrepancy in EPS reporting for incentive plans.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a red box to highlight the specific $0.15 EPS impact and a callout box to pose a rhetorical question about the exclusion of this item from adjusted EPS.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses a red flag icon to highlight the contradiction between the company's claim of success and the activist's view of the deal's quality.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
59
Uses press release excerpts to frame executive departures as suspicious timing.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
60
Uses red underlining and a red arrow to visually connect the two directors through the Touchstone Investments entity.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
61
Uses a 'callout' style to contrast company claims with investor transparency issues.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
62
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
63
Uses a screenshot of the Cintas investor relations page with a red box and arrow highlighting the Cramer content.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
64
The slide uses analyst consensus to argue for a bearish thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit