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 1,921-1,950
Pages 227
Rows per page 30
Framework
1,921-1,950 of 6,793
22
The slide uses a visual arrow to contrast the company's '5,000' claim with the analyst's '7,900' data point.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
08
The slide uses a stock price chart with callouts to highlight specific dates and events that the author claims are misleading or problematic.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
24
The slide uses red boxes to highlight specific periods of performance decline.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
25
The slide uses a 'Stopped Disclosing' label to visually demonstrate a decline in transparency, framing it as a red flag for financial health.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
26
Uses red arrows to highlight the negative growth trends in 2017.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
29
The slide uses a table to demonstrate the impact of reclassifying vendor credits on gross margin figures.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
30
The slide uses a side-by-side comparison of two cash flow statements to demonstrate the impact of the accounting reclassification.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
07
The slide uses a two-point structure to categorize the thesis into historical acquisition failure and current management/governance concerns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller 1 hit
10
Includes a specific callout on the Ukraine liability and debt maturity cliff in 2020.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
11
The slide uses a 'Fantasy vs. Reality' framing to discredit management guidance and analyst consensus.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
18
Uses a callout box to zoom in on Note 6 of the financial statements to show the lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
19
The slide uses a 'villain' framing by contrasting the target company's (Maxar) lack of disclosure with the transparency of its peers.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
20
The slide uses a table to contrast company disclosures against the binary question of whether an exact annual charge was disclosed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
24
The chart uses a vertical red line to demarcate the pre-merger and post-merger periods.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
25
Uses a peer benchmark to expose accounting aggressive behavior.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
28
The slide uses a direct excerpt from a financial report to demonstrate a lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
29
Highlights the discrepancy between the 2013 figures reported in the 2013 Annual Report versus the 2014 Annual Report.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
30
The slide uses a red flag icon to draw attention to the specific accounting practice being criticized.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
32
The slide uses a red arrow to visually emphasize the trend of increasing DSO over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
35
The slide uses a collage of external analyst reports (CIBC, BMO, GMP Securities) to highlight the gap between analyst optimism and actual performance.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
38
Uses a red star and red callout box to highlight specific inaccuracies in the provided biography text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
39
The slide highlights the lack of alignment between management and shareholders.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
42
Includes a callout box highlighting the discrepancy and a table showing pro-forma adjustments.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
43
The slide uses a 'bridge' structure to expose accounting manipulation, specifically targeting capitalization of costs and depreciation classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
47
The slide uses a 'Spruce Point Reality' column to adjust EBITDA downwards and Debt upwards, resulting in a higher leverage ratio (5.8x) than the company's reported 4.4x, exceeding the 5.5x covenant.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
48
Uses financial statement excerpts to highlight a discrepancy in asset valuation and classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
49
The slide uses a red box to draw attention to the 'Amortization of acquisition related intangible assets' line item.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
51
The slide uses a table to contrast disclosure methods (Press Release, Conf Call, etc.) against specific one-time items, with a supporting income statement snippet.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
60
The slide uses a Q&A excerpt to frame the company's strategic review as a sign of failure, leading to the impairment thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
65
Uses red arrows to visually emphasize the downward trend in estimates.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit