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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 2,371-2,400
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

2,371-2,400 of 6,793

filter-aware
17
Includes a bar chart showing declining share ownership and a press release snippet as evidence of competitor poaching.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The chart shows a clear downward trend in Class B share concentration over time, supporting the 'insider selling' narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
The slide uses two line charts to demonstrate long-term benchmark underperformance and recurring seasonal declines.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a three-part structure with red arrows to highlight specific areas of concern (Flawless acquisition, financial strain, and related party JV).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
11
Uses callout boxes to systematically refute seven specific points from a Jefferies analyst report.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Aha Moment1 hit
18
The slide uses a 'Failure' label to characterize management's M&A strategy, contrasting deal performance with rising leverage.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses visual evidence (photos with red boxes) to undermine management's narrative regarding brand positioning and promotional intensity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses red arrows to connect specific text in financial filings to the activist's claim of undisclosed acquisition activity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
27
Includes specific citations from 10-K filings and critiques of Bloomberg/analyst methodologies.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a red box to highlight the specific clause in the credit agreement and the corresponding column in the financial table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
31
The slide uses a series of callout boxes paired with bulleted evidence to systematically dismantle the acquisition's narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
33
The slide uses a consistent visual language to show a 'peak and decline' pattern across multiple product lines.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
34
Uses Amazon price tracker screenshots to demonstrate price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
40
Uses red boxes and strikethrough lines to visually emphasize the accounting inconsistency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
49
Uses SEC Form 4 filings and Bloomberg data to contrast corporate deal narrative with insider behavior.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses red boxes to highlight the declining acquisition revenue figures ($102.1m -> $84.8m -> $78.8m).Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
Uses screenshots of 8-K filing, FDA recall notice, and a law firm announcement to build the case.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a table to correlate Penumbra's YoY growth decline with the emergence of Medtronic's React 68 and React 71 products.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Includes hand-drawn red annotations on the left chart highlighting a discrepancy in the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses two bar charts to illustrate the 'unsophisticated' nature of sell-side projections for patient volume and market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a table to show the inverse relationship between Penumbra's growth and Medtronic's market entry, with a callout box explaining why the Medtronic data is incomplete.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a series of testimonials from neurosurgeons to undermine the 'bull case' that Penumbra's market share is secure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
The slide highlights a red-bordered row for Penumbra, Inc. to emphasize the anomaly.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses testimonials from industry participants to support the claim of aggressive marketing tactics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The chart shows a clear upward trend in DSO from Q3-2016 to Q1-2019, supporting the thesis of artificial inflation.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
The slide uses testimonials from medical professionals to frame the company's regulatory actions as anti-competitive 'bully tactics'.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
Includes a red hand-drawn annotation on the left chart highlighting the exclusion of 'Vascular Access' from the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
The slide uses a Bloomberg terminal screenshot to provide 'objective' market data to support the activist thesis of insider dumping.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
106
Uses a 'Sell Side Drinking The Kool-Aid' framing to mock analyst optimism.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit