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slides · global inventory

Fraud Exposure

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,793
Current window 1,831-1,860
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

1,831-1,860 of 6,793

filter-aware
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
07
This is a classic activist short thesis slide, outlining multiple pillars of concern (growth, accounting, capex).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
12
Spruce Point Capital Management activist short report slide.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
14
The slide uses a dual-chart layout to contrast acquisition growth with debt metrics, specifically calling out pre-crisis levels.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
15
The slide uses a table to build a narrative of poor corporate governance and questionable M&A activity.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
18
The slide uses a combination of bar and line charts to demonstrate deteriorating operational efficiency.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
20
The charts highlight that management only reports growth figures when they are positive (green bars).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
17
Uses a before-after style comparison to highlight accounting manipulation.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a bridge-style reconciliation to expose that the company's reported SSR figures mask underlying vacancy issues.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses red boxes and arrows to draw attention to the increasing volume of vacant property sales and the associated financial losses.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a red arrow to emphasize the decline in EBITDAR/Rent and a Bloomberg stock chart to show the ~64% decline in share price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
29
Uses a comparison table structure to highlight the delta in property counts and associated rent figures.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
30
The slide uses a red box to highlight the target company's inferior disclosure practice compared to peers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
33
Uses a pro-forma adjustment to strip out interest rate benefits.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
08
The slide uses excerpts from court documents to link the CEO to past fraud and the 'Andersen school of accounting'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
15
The slide uses a heatmap-style color coding (yellow to red) to emphasize the worsening credit metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a side-by-side comparison to highlight the poor quality of assets acquired by Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
19
The slide uses red borders to highlight negative trends in the data table.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses a table to demonstrate a pattern of behavior (hyping contracts) to support an activist thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a table to contrast management claims with analyst skepticism, highlighting specific programs like LCASD, UTAP-22, SSAT, and Gremlins.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
32
Uses legal document excerpts as primary evidence to link the CEO to past accounting fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
33
The slide highlights instability in key financial and operational roles to suggest poor governance or internal issues.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a red box to highlight the extreme misses in Free Cash Flow guidance for 2013 and 2014.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
39
The slide uses a combination of a line chart and two callout boxes to juxtapose anecdotal evidence against corporate disclosure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
40
Uses a red box and arrow to draw attention to the lack of depreciation for the 'Corporate activities' segment.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
41
The slide uses a combination of tables and a combo chart (bar + line) to visualize the recurring nature of the charges.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
44
Uses red arrows to map specific line items in a valuation table to critical commentary boxes.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit