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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 1,951-1,980
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

1,951-1,980 of 6,793

filter-aware
05
Uses a vertical list of five key arguments (the 'arrows' structure) to frame the short thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
08
Includes detailed footnotes explaining adjustments for convertible preferred stock and operating leases.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
09
The table uses a 'URI Playbook' column to highlight where XPO's behavior mirrors past fraudulent activity.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
The slide uses a 'URI Playbook' column to draw parallels between XPO's actions and a previous case of accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
The slide uses a 'precedent_table' structure to systematically dismantle the company's reported earnings quality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
13
The slide uses a timeline-on-chart approach to correlate corporate news with stock performance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
14
The slide uses a red flag icon to highlight a risk factor disclosure and red boxes to emphasize the poor cumulative performance metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
17
Includes two tables from SEC filings (10-K) with red callout boxes highlighting 'Change in bank overdrafts' and 'Book and bank overdrafts'.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
14
The slide uses a 'gotcha' tactic by counting keyword frequency to imply a discrepancy between marketing rhetoric and operational reality.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
17
Uses a 'before-after' style comparison of press releases and website content to imply a cover-up.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
21
Uses red arrows and callout boxes to link specific job description text to speculative management concerns.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
22
The slide uses a rhetorical question to cast doubt on the company's transparency and relationship status with government entities.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
23
The slide uses legal text excerpts to build a case for potential misrepresentation by the company to its lenders.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
08
The slide uses a red box to highlight the specific data points (EBITDA Margin and Sales Growth) that the author finds contradictory.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
21
Includes a line chart showing wage growth vs inflation and a bar chart showing EBITDA margin sensitivity to labor cost hikes.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
31
The slide uses four bar charts to demonstrate the inverse relationship between forex gains and underlying margins, highlighting a 'convenient' stabilization.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to compare implied lease terms and calculates the impact on EBIT if schedules were aligned.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
34
Uses two tables to demonstrate financial inconsistencies; includes a callout box questioning management's transparency.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
35
The table highlights that peers (DLTR, BIG, DG, FDO) report store closures, while Dollarama does not. The slide uses this to frame management's lack of transparency as a red flag.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
36
Uses visual evidence (maps and photos) to contrast old and new store locations in Huntsville and Ste-Agathe-Des-Monts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
40
Uses a combination of text excerpts from proxy filings and a table showing top tenants to prove the materiality of the relationship.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
43
Uses red boxes and arrows to highlight the specific year (FY 2014) where the target was missed and the subsequent downward adjustment in FY 2015.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a dual-table layout to juxtapose corporate capital allocation (buybacks) against individual insider behavior (selling).Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a 'before-after' logic to expose accounting manipulation.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
34
The slide uses a table to cast doubt on the company's governance by highlighting auditor churn.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
38
The slide uses a table to highlight the lack of equity ownership among the executive team and board members.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a red arrow to draw attention to the 'Positive Business Outlook' metric.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit