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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 2,071-2,100
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
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Framework

2,071-2,100 of 6,793

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05
The slide uses a classic activist short-seller format: headline thesis, summary of missed metrics, and a rhetorical question regarding management transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
07
The slide uses two stacked bar charts to show the shift in GPU composition from 2017 to 2018, emphasizing the decline in retail contribution.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
13
This is a classic activist short thesis slide, using bold headers to categorize arguments into business model critique and accounting/governance concerns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a classic 'Perception vs Reality' framing to undermine the bull case.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
23
The slide uses a side-by-side comparison of official SEC bios versus a company profile from Gust.com to highlight the omission.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
25
Uses red boxes and arrows to draw attention to specific line items in balance sheet tables.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a collage of news headlines to demonstrate the 'Amazon of used cars' narrative being pushed by management and media.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'villain' framing by questioning the plausibility of management's projections.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a red dashed box to visually isolate the Carvana projections, contrasting them against the CarMax baseline.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
91
The slide uses a table to visualize committee tenure and a callout box to link a specific director to a past accounting fraud case.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
93
The slide uses red boxes to highlight specific negative sentiments in employee reviews.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
94
Includes specific excerpts from a legal case (Kerry Chambers, et al. vs. Amdocs Limited, et al.) with underlined emphasis on key allegations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
95
Uses a comparison of two 20-F filings to highlight a governance deficiency.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses excerpts from an SEC legal complaint to substantiate the claim of past misconduct.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
97
Uses red arrows and circles to highlight suspicious trends in option pricing and discounts.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a historical table from 2014 to contrast with the current lack of disclosure, implying a governance failure or attempt to obscure executive compensation practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
99
Includes a direct excerpt from the FY 2018 20-F filing with red-box highlights on the accounting method.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses SEC filing excerpts to demonstrate the obfuscation of beneficial ownership by company insiders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
102
Uses red arrows and brackets to correlate specific table rows with timeline events.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
104
Uses visual evidence (screenshots of signature pages) to highlight a governance anomaly.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
114
Uses red boxes to highlight the discrepancy between management's assumptions and the analyst's estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
118
The chart shows a clear divergence between management's organic growth figures and the activist's estimates, particularly in later quarters.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
121
The slide highlights the gap between management's optimistic guidance and the activist's more pessimistic organic growth estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
122
Uses a side-by-side table comparison to highlight the discrepancy in organic growth calculations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
123
The chart highlights a discrepancy between management's implied organic growth and the activist's estimate, which is consistently lower and often negative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
125
The chart highlights a discrepancy between management's optimistic organic growth projections and the analyst's more conservative estimates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
127
Uses direct quotes from earnings calls to highlight discrepancies with external financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit
128
The slide highlights a discrepancy between management's reported organic growth and the analyst's estimate, suggesting potential revenue misclassification.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The New Order1 hit