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 2,041-2,070
Pages 227
Rows per page 30
Framework
2,041-2,070 of 6,793
41
The slide uses the growth in India headcount to argue that the company is pivoting away from its core product business.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
45
Uses financial statement excerpts to point out accounting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
The slide uses financial statement excerpts from three subsidiaries to highlight the lack of tangible assets relative to reported fixed/intangible assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
47
The slide uses a 'fraud-exposure' framework to highlight accounting irregularities.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Includes a red 'Not for official use' watermark overlaying the table.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a series of bar charts to visually demonstrate a correlation between two financial metrics to imply accounting irregularities.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
Uses screenshots of financial filings (20-F) to highlight lack of transparency in asset disposal reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a visual mapping technique to show the transition from gross to net reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
53
Uses a direct quote from FASB Accounting Standards Codification to highlight a discrepancy in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
54
Uses red arrows and callouts to highlight the change in line item description while the underlying accounting figures remain consistent.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses two tables to demonstrate a discrepancy between historical asset sale reporting and recent periods where gains are reported as zero.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a 'reconciling inconsistencies' table to show that despite individual line item differences, the final 'Net cash provided by operating activities' remains identical, which the author flags as suspicious.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
59
Uses red arrows and callout boxes to highlight specific discrepancies in financial reporting terminology.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a primary source document (TASE filing) to challenge the company's financial disclosures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
63
Includes a snippet from a 20-F filing and a table comparing Q1/Q2 2018 financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
65
Uses red arrows to visually emphasize the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
71
Includes three charts showing Net OCF, OCF before working capital, Net Change in Working Capital, and Unbilled Receivables as a % of Revenue.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
72
The slide uses two charts to contrast rising unbilled receivables with falling deferred revenue and contracting allowances, arguing this is inconsistent with organic business growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses three line charts to compare reported vs. adjusted margins, suggesting accounting manipulation to meet analyst expectations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
77
Uses a combination of a line chart and two side-by-side financial table excerpts to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'delta' bar to visually emphasize the lack of reconciliation between financial statements.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
79
The slide uses a hypothetical estimate calculation to quantify the impact of undisclosed factoring on DSO metrics.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a combination of a financial table and a long-form text excerpt to highlight accounting opacity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
82
The slide uses a 'Spruce Point Adj. EPS' calculation to challenge the company's reported earnings quality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses two tables to demonstrate that borrowing is short-lived and investment activity is offsetting, suggesting potential financial manipulation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
84
Uses red arrows to visually link borrowing/repayment events to cash balance changes.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'Spruce Point Adjusted EBIT' calculation to demonstrate the impact of accounting adjustments on bottom-line EPS.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
88
The slide uses a table format to present qualitative evidence of questionable governance and operational structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
90
The slide uses screenshots of Glassdoor-style reviews to support the thesis of a closed-off management culture.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit