Matching slides 6,793
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2,401-2,430 of 6,793

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11
Includes a table comparing planned vs. actual capex and a secondary table showing useful life of assets to support the argument of deferred maintenance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
15
The slide uses a table to isolate the impact of M&A on reported margins, highlighting a discrepancy between total margin growth and organic growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
16
The slide uses a table to document specific executive departures to support the thesis of a 'brain drain' or strategic abandonment.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
22
Uses a 'before-after' comparison of 10-K facility lists to demonstrate that the divested assets are identical to the acquired Aspen Surgical assets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a collection of negative employee testimonials to contradict the management's growth narrative.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
Uses red dashed lines to connect press release claims to actual lower performance in tables.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
Uses hypothetical financial modeling to demonstrate how a 'dip and rebound' pattern in acquisitions creates a temporary, misleading acceleration in reported core growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
The slide uses a table to compare historical revenue against actual post-acquisition performance for three specific acquisitions (Trumpf, Welch Allyn, Mortara).Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
Uses excerpts from 10-K filings to contradict management's narrative of costless divestitures.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
Uses a hypothetical table to demonstrate the accounting manipulation of 'core revenue' growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
31
The slide uses a table to demonstrate the accounting logic for organic growth, highlighting the specific point in time (Q4) when a divestiture adjustment is appropriate.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
32
The slide argues that the 'Core Growth' metric is misleading because it excludes businesses that are later divested at a loss.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
34
The chart shows a divergence between reported core revenue growth and adjusted core revenue growth starting in Q2 2019.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
35
Uses a before-after style comparison of unrounded vs rounded data to expose accounting manipulation.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
37
Uses a bar chart to show growth and a product grid to show the 'launch' timeline, followed by a callout noting the cessation of disclosure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a table to contrast reported income with related party expenses, suggesting potential manipulation of EBITDA.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
65
The slide uses a structured list format to present evidence of control across four categories: Management, Location, Legal/Board, and Customer.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table contrasts 'Aggressive Current Accounting' with 'Correct Accounting' across five financial categories.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
67
The slide uses a primary document (Alabama business filing) to highlight the absence of Occidental executives in the initial leadership team.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
Uses red arrows and a warning callout to highlight the change in disclosure between 1995 and 2005 filings.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses red arrows and boxes to highlight discrepancies in employee counts and corporate affiliations.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses red boxes and arrows to highlight address overlaps and copyright notices.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide uses side-by-side comparisons of historical 10-K excerpts to demonstrate accounting manipulation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Uses historical 1995 10-K data vs 2018 10-K data to highlight opacity and margin decline.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
The slide uses a red box to highlight the specific discrepancy in the 'Cash From Operations' row of the compensation table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
79
Uses a table of non-GAAP reconciliations and a snippet from a 10-K to highlight the accounting change.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
80
Includes a table comparing reported vs. adjusted EPS and a secondary table showing bonus performance metrics.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
The slide uses two distinct callout boxes to contrast management's stated targets with the activist's critique of the underlying methodology.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
86
Includes a table of recent sales and two charts: one showing flat ownership percentage and one showing stock price with sell indicators.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
87
Uses 'Follow the money' as a rhetorical device to frame financial data as evidence of negative sentiment.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit