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 collection

122,941-123,000 of 319,975

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01
Slide 1
The imagery uses a sniper/predator metaphor (owl, soldier, rat) to imply the target company is being hunted or exposed.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 1 hit
02
Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 1 hit
03
This is a letter-format slide, acting as a formal communication of an activist thesis.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses a line chart to visualize the sharp decline in revenue growth, contrasting actual performance against consensus and preliminary guidance.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
05
This is an activist investor slide presenting legal and financial arguments for deal termination or price renegotiation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
This is a formal letter/closing page of an activist presentation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
07
Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
08
The slide uses a red box to highlight the 'Actual Q1 Results' column and a red box around the quote from the 10-Q to emphasize the contradiction.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
09
Uses red underlining and a red callout box to emphasize the specific change in risk disclosure language.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses red underlining to highlight the word 'restructuring' in the legal text, directly linking it to the 10-Q disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
11
Uses direct quotes from company filings and legal contract text to highlight a potential breach of contract.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
The slide uses a table to show historical margin trends and a quote from the 10-Q to contrast management's explanation with the activist's skepticism.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
13
This is a formal letter formatted as a slide, serving as an activist investor's public demand.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
14
This is a formal letter/document page rather than a standard presentation slide.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
15
Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
16
Features the Spruce Point Capital Management logo (pine tree).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a three-pillar argument structure to justify the demand for a lower deal price.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a stock chart as a primary diagnostic tool to frame the company as a 'busted IPO'.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a 'before-after' style comparison of a historical event vs a hypothetical scenario to imply management deception.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
20
Uses news clippings to highlight the irony of public pension money being used for a potentially failing investment.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a 'precedent' strategy to build a case for a specific outcome.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a table of insider holdings and compensation to frame the payout as an unearned reward for failure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a 'winners vs losers' framing to highlight the inequity of the deal.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 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
25
This is a section divider slide featuring the Spruce Point Capital Management logo.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a timeline-based narrative to highlight discrepancies in disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red boxes and arrows to visually link the undisclosed plan to the 'Difference in Forecasts' table.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses a process-flow style layout to contrast internal vs. external documents.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
29
Uses a timeline-based narrative to highlight discrepancies in disclosure practices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses red strikethrough text to indicate information withheld from buyers.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
31
Uses a timeline-based argument to expose a contradiction in the board's disclosure process.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 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
33
Uses a callout box to emphasize the contradiction and the strategic implication for the buyer (Advent).Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
96
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
97
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
98
Uses SEC regulatory guidance to argue for increased financial transparency from the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
99
Uses red flag icons and callout boxes to contrast management's verbal claims with the lack of formal disclosure in annual reports.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
101
Uses a call-and-response format to highlight management obfuscation.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
102
The slide uses a chronological table format to contrast management's public statements with the lack of SEC-mandated disclosures.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
103
Uses red flags and arrows to point out specific omissions in corporate reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
104
The red box highlights the specific columns removed from the 2016 report in subsequent filings.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
105
The slide uses a red flag icon to draw attention to the negative net change in recent years.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
106
The slide highlights brands with declining market share in red text.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
108
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
109
The slide uses a red box to visually contrast executive salary growth percentages against the significantly lower organic revenue growth percentages.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
110
Uses red 'X' marks to denote failure/misalignment and green checkmarks for proposed alignment.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
111
The slide uses a red box to highlight the 'Miss' vs 'In-line' performance metrics, contrasting them with the 'Total AIP + Stock Awards' row.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
112
Uses red callouts to highlight contradictions between proxy statements and reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
113
Uses red callout boxes to highlight the activist's critique of specific proxy statement excerpts.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
114
Highlights how proxy statement changes incentivize revenue growth over margin growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
115
The slide uses a before-after comparison of proxy statements and a peer benchmark table to expose the contradiction in management's stated focus on profitability vs. actual compensation incentives.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
116
The slide uses a red arrow overlay to emphasize the downward trend.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
117
The slide uses red boxes to highlight the 'New Peer Group Index' performance compared to the 'Old Peer Group Index' and other benchmarks.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
118
Prestige Consumer Healthcare Inc. (PBH)Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
120
The slide uses red boxes to highlight specific consensus figures that the author deems unrealistic.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
121
The slide uses a table of analyst ratings and a stock price/target chart to highlight the disconnect between market reality and analyst optimism.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
122
The table calculates Equity Value and Value Per Share based on varying EBITDA multiples.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit