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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 2,311-2,340
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

2,311-2,340 of 6,793

filter-aware
49
The slide uses raw import data to challenge corporate narrative.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a table to highlight the discrepancy between claimed contingent consideration and the balance sheet entries.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
60
Uses a three-column layout to present case studies of alleged corruption.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
61
The slide uses a primary source document (a letter) to substantiate claims of corporate misconduct.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
68
The slide uses red boxes to highlight specific companies (MACE Security, Applied Energetics) as examples of poor comparables.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
69
The slide contrasts current peer selection with a historical list from 2008 to show a shift in narrative.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a dense, text-heavy format typical of activist short reports to establish a comprehensive negative thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a bulleted list format to present five distinct pillars of the short thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
06
The slide uses a 'before-after' style logic to expose the gap between reported and organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
07
Uses red arrows to connect management's guidance changes to the 'cookie jar' reserve calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
08
Uses a table to calculate organic vs reported revenue beats and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
10
The slide uses a table to contrast revenue and margin targets, highlighting a specific footnote as the source of the alleged misrepresentation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
11
Uses a combination of a table and callout boxes to visually demonstrate the 'revenue benefit' and 'earnings benefit' derived from accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
12
The slide uses a red arrow callout to explain a specific accounting change (ASC 606) in 2019.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
13
Uses a before-after comparison of reported vs. adjusted metrics to highlight the impact of accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
14
The slide uses a before-and-after comparison of performance metrics to highlight potential manipulation of executive compensation targets.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
15
The slide uses a 'guilt by association' and 'past performance' argument to undermine the credibility of current management.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
20
The table highlights a discrepancy between acquisition spend ($971.4M cumulative) and flat FCF/Share growth (-1.0% CAGR), while insider sales and compensation remain significant.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
24
Uses a direct quote from a 2006 10-K to undermine the credibility of the business being discussed.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
28
Uses a side-by-side comparison of company-reported data vs. third-party platform data to highlight a discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
32
Spruce Point Capital Management activist deck slide.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
35
The slide uses a combination of visual data (stacked bar) and textual evidence (10-K excerpts) to build a narrative of corporate mismanagement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
39
Uses red arrows and boxes to highlight the lack of disclosure in the 10-K and the implied valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
40
Uses screenshots of website and LinkedIn as evidence of the acquisition.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
41
The slide uses a 'Spruce Point' branding and presents a forensic accounting argument regarding organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses a table to bridge reported GAAP figures to organic estimates, followed by a bar chart visualizing the growth delta.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a combination of bankruptcy filings and earnings call transcripts to highlight a discrepancy between reported organic momentum and acquired revenue potential.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses a red arrow and question mark to highlight the discrepancy between analyst assumptions and actual historical revenue data.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a press release excerpt and a supporting data table comparing guidance changes to estimated acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to calculate organic vs. inorganic revenue performance and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit