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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

126,841-126,900 of 319,975

filter-aware
86
Intuit Inc. (INTU)Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
87
The slide highlights Intuit's brands (Lacerte, ProSeries) in red boxes within the tables to emphasize their underperformance.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a dual-axis chart to show revenue growth vs. absolute revenue.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
89
Spruce Point Capital Management branding (pine tree logo).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
90
Uses a combination of CEO quotes, data tables, and rhetorical questions to undermine company claims.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
91
Uses a direct quote from a Washington Post article to undermine the CEO's public statements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
93
Uses a 'villain' framing by highlighting negative press and government investigations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
94
Uses red text and arrows to connect specific FTC letter excerpts to the activist's argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
95
Uses quotes from earnings calls to highlight potential regulatory/privacy risks.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses a 'villain' framing by highlighting repeated security failures to undermine trust in the company's core competency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
97
This is a section divider slide from an activist investor deck by Spruce Point Capital Management.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a table to deconstruct revenue segments and apply a 'Spruce Point View' on their recurring nature.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
99
The slide uses a table format to list specific accounting/reporting obfuscations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
100
The slide uses a combination of tables and callouts to highlight the discrepancy between rising segment margins and contracting corporate margins following expense reclassifications.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
104
Uses a combination of financial disclosure tables and qualitative argument to challenge management's accounting estimates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
105
The slide uses SEC filings (10-K) as the primary source for peer benchmarking.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
106
The slide uses a 'Spruce Point Adjusted' methodology to argue that Intuit's reported earnings are inflated due to aggressive amortization assumptions.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate CFO margins and CAGR.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
108
The slide uses a red arrow to visually isolate the CEO's tenure and a red box to highlight the WACC threshold.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
109
The slide uses red bars to highlight Intuit's position in specific metrics, emphasizing negative performance relative to peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
110
Uses quotes to frame the CEO as a 'villain' or risk factor.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
111
Uses a 'guilt by association' framing to undermine the credibility of a board member.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
112
The slide uses a 'villain' framing to discredit a specific board member by linking his professional history at Oportun to negative outcomes and conflicts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
113
The slide uses a 'villain critique' approach by highlighting the lack of relevant financial experience for specific board members.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
114
This is a classic 'thesis' slide used in activist investor presentations to anchor the argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
116
The slide uses red shading to highlight performance gaps against long-term targets.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
117
The slide uses a combination of screenshots from financial terminals and a custom table to illustrate the accounting errors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
118
The slide highlights a trend of insiders selling shares while active institutional investors reduce their positions in favor of passive funds.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
119
The slide uses a table to expose a contradiction between analyst sentiment (mostly Buy/Outperform) and the actual price target upside (9%).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
120
The slide uses a 'valuation story' framing to argue that regardless of how Intuit is categorized, it is overvalued compared to its peers.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
121
Uses a combination of qualitative arguments (left) and quantitative valuation bridge (right) to support a bearish thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a red box to highlight the EV/NTM Revenue column, emphasizing the valuation gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
124
The slide uses a bearish SOTP model to argue for a valuation de-rating.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
125
The slide uses a peer-based valuation methodology to argue for a share price correction.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a pyramid scheme visual metaphor to critique Aegon Ltd.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
02
Aegon Ltd. (AEG)Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
03
Aegon Ltd. (AEG)Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
04
Aegon Ltd. (AEG)Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
05
Uses highlighting to draw attention to specific claims in the quotes.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call to Action1 hit
06
The slide uses color-coded text within quotes to highlight specific problematic claims.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a yellow background to highlight the core thesis text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses red text to highlight key allegations and data points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses red text to highlight specific controversial practices, framing them as evidence of manipulative business operations.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses red text to highlight key allegations and evidence points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses red text to highlight negative findings and regulatory/legal risks.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a red border to highlight the core thesis text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
13
The slide uses a numbered list format to present a series of investigative questions.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a direct comparison framework to systematically dismantle bull-case arguments.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses a tree logo, likely representing Spruce Point Capital Management.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Includes a red arrow pointing to the 'Americas' row in the table and a red callout box at the bottom.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
Includes a detailed segment results table and a specific callout on the WFG distribution model.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
20
Uses a side-by-side comparison of legal complaints versus company FAQ responses to highlight a contradiction.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit