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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 2,101-2,130
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

2,101-2,130 of 6,793

filter-aware
06
The slide uses a structured list format to present multiple red flags, including executive turnover, M&A strategy, and aggressive revenue recognition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a 'guilt by association' tactic, linking board members to past corporate failures (Miller Energy, United Industrial, School Specialty).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a timeline-over-chart format to correlate specific corporate governance and financial events with stock price movements.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
13
Uses visual 'X' marks over headshots to indicate departures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses red arrows and callouts to highlight the gap between historical performance and future targets.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
44
Uses Spruce Point Capital Management branding; includes excerpts from SEC filings (10-Q, S-1) annotated with critical commentary.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses a grid of customer complaints to build a case against the company's inspection and disclosure claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
49
Uses customer testimonials to illustrate the 'lock-in' effect of the purchase process.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
50
Uses anecdotal customer service transcripts to highlight potential accounting/operational irregularities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
51
Includes a table of revenue components and two bar charts comparing actual vs. hypothetical GPU.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
52
Uses screenshots of forum comments as primary evidence to support the thesis of aggressive business practices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
53
Uses screenshots of the checkout flow to demonstrate the lack of accessible terms.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
55
The slide uses screenshots of Reddit threads as evidence of customer complaints regarding GAP coverage.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
57
Uses red boxes and arrows to connect specific financial statement line items to contradictory text in the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
58
Uses excerpts from 10-K and S-1 filings to contrast reported margins with actual costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
64
The slide uses a forensic accounting approach to derive loan sale returns from cash flow statement line items.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
66
Uses a combination of a stylized line chart and a pie chart to illustrate a discrepancy in loan pricing and credit quality.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
69
Uses a process flow diagram to show the relationship between Customer, Carvana, and DriveTime.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
70
The slide uses a flow diagram to show the movement of assets (cars, receivables, cash, notes) between parties, and includes a direct excerpt from the CVNA S-1 filing to substantiate the conflict of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
71
Includes a diagram of the loan sale process and a direct excerpt from the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
73
The slide uses a process flow diagram to highlight a 'black box' in the funding structure.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
75
Uses legal document excerpts with red arrows to highlight specific contract amendments.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
78
The slide uses a stacked bar chart to compare reported GPU against adjusted scenarios to highlight the impact of specific accounting choices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
85
The slide uses a 'villain critique' approach by aggregating historical legal documents to establish a pattern of behavior.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
87
Uses a table to contrast board member qualifications and independence claims against Spruce Point's own assessment.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a table to link financial contributions to potential conflicts of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a timeline-annotated line chart to correlate stock price drops with specific negative corporate events and insider selling activity.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
92
The slide uses a table to quantify the concentration of voting power and a callout box to emphasize the governance risk associated with the founder's criminal history.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
The slide uses a table to expose a contradiction in how different analyst sectors value the same company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit