anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Fraud Exposure

Framework collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 6,793
Current window 211-240
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

211-240 of 6,793

filter-aware
88
The slide uses a line chart to correlate specific activist interventions with share price growth.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
89
The slide uses a negative framing of past management's strategic choices to justify a need for change.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
35
Uses red 'X' icons to visually emphasize missed targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
41
Uses a waterfall-style logic to adjust spend and a bar chart to compare against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
48
The slide uses a 'Change' box to calculate the incremental margin (delta profit / delta revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
50
The slide uses a dual-line chart to demonstrate the inverse relationship between growth and margin efficiency, contrasting historical performance with consensus estimates.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
61
Uses a series of grouped bar charts to contrast public investor expectations with internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
03
The slide uses a bar chart to visualize margin erosion in the BCH segment following the Omega acquisition.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · NeedLoop · Cost Of Inaction1 hit
04
Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · SatisfactionLoop · Cost Of Inaction1 hit
01
Slide 1
This is the first page of an activist investor letter.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor 1 hit
21
The slide uses a comparison table to highlight a decline in disclosure quality, supporting a thesis of reduced transparency.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
28
The slide uses a dual-line chart with overlaid bar markers to contrast company-reported data with external estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
71
The slide uses a forensic accounting approach to identify a discrepancy between itemized CapEx and total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
88
The slide uses direct quotes from SEC filings to establish a factual basis for later critique.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
91
The slide uses a quote from a confidential witness to support a claim of accounting irregularities.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
97
The slide uses direct quotes and descriptions of operational manipulation to expose inventory fraud.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Results of Field ResearchLoop · The Reveal1 hit
02
This appears to be a page from a formal presentation or document, likely a whistleblower or activist investor report, given the 'FOIA CONFIDENTIAL TREATMENT REQUESTED' footer.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
06
This is a text-heavy slide acting as a forensic analysis of financial reporting inconsistencies.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
07
The slide is a direct critique of Lehman Brothers' financial transparency, specifically regarding Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
08
This is a text-heavy slide from a confidential internal document or report, likely an investigative or audit-related memo.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor 1 hit
27
Uses photographic evidence to undermine corporate claims.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Expose Contradiction1 hit
41
The slide highlights a potential discrepancy between the scale of investment and the reported impairments.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor Beat · Evidence1 hit
16
The slide uses a historical Pfizer graphic to frame a critique of R&D productivity.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a screenshot of a Pfizer table to critique their 'Up to 15 in 5' program claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
31
The slide uses a 'preempt_rebuttal' or 'expose_contradiction' strategy by showing original company claims and implying failure through the context of the activist's critique.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
48
The slide uses red annotations and arrows to draw a comparison between the acquisition cost and the projected revenue, framing it as a poor investment decision.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses red 'X' marks to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
57
The slide uses a red-blue contrast to emphasize the negative performance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
64
The slide uses a table from Pfizer's own Q1-2019 presentation to point out programs marked with 'X' (discontinued) or other delays, framing them as evidence of failure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit