slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 1,801-1,830
Pages 227
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Framework
1,801-1,830 of 6,793
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
22
The slide uses a red box to highlight the restated EPS figure and a callout arrow to link the restated EPS to the reconciliation table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
39
The slide uses a 'fraud-exposure' framework to contrast company claims with empirical data.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
04
The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
09
Uses a before-after style comparison to highlight accounting discrepancies.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
09
The slide uses a 'Warning' header to frame the first section as a red flag regarding accounting integrity.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a Bloomberg terminal screenshot as a base, annotated with callouts to highlight negative events coinciding with stock price movements.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
23
Uses a red flag icon to highlight the warning/contradiction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
27
Uses visual comparison of bottle labels to highlight a change in production location.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
29
Includes a callout box highlighting the company's use of the word 'Potential' to cast doubt on their 3x value claim.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
30
The red box highlights the two specific line items being compared.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
37
The chart uses a dual-axis combo format (bar + line) to show absolute sales vs growth rates.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
38
The chart highlights a decline from 2015 to 2016E and a slight decline between YTD 2015 and YTD 2016.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
39
Includes annotations highlighting specific numerical inconsistencies in 10-Q filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red circles and arrows to draw attention to the discrepancy between sales decline and margin growth.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses red circles to highlight inconsistent financial figures across different reporting sources.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
44
Uses red circles to highlight specific conflicting data points in financial filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a red flag icon to signal a warning or 'red flag' event.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
47
Uses a red flag icon to signal risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit