slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 2,641-2,670
Pages 227
Rows per page 30
Framework
2,641-2,670 of 6,793
07
The slide uses 'Red Flag' callouts to highlight specific accounting concerns.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
16
Uses red flags and arrows to point out specific omissions in corporate reporting.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a table to compare pre-Sacco and post-Sacco financial metrics, specifically highlighting the acceleration of receivables growth relative to revenue.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses a bar chart with a data table overlay to show the discrepancy between reported post-synergy multiples and actual pre-synergy multiples for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
24
Includes a timeline-style diagram showing the shift in terminology and a table comparing revenue definitions over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses a 'precedent' framework to argue for regulatory scrutiny of the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses red boxes to highlight specific auditor names and a red flag icon to signal concern.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a red box to highlight the gap between actual organic growth and guidance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
34
The slide uses a red box to highlight the 'Organic Adjusted EBITDA Growth' row as the primary evidence of the thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
35
Includes a specific callout to Moody's criticism of the company's EBITDA add-back practices.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
36
The red box highlights the specific line item 'Integration, transition and other payments associated with acquisitions, divestitures and other transitions' as the primary point of contention.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
39
The slide uses a table to compare pre-Sacco and post-Sacco financial metrics, specifically highlighting the acceleration of receivables growth relative to revenue.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
40
The slide uses a red box and arrow to draw attention to the increasing percentage of finished goods and obsolete inventory.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
41
The slide uses a red box and arrow to emphasize the upward trend in the calculated percentages.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a news clipping as a primary source to frame the target company's behavior as a red flag.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Uses quotes from earnings calls to highlight the contradiction between management's narrative and the quantitative evidence.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses red boxes and arrows to highlight the change in accounting estimates and the resulting impact on financial ratios.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses red flag icon and callout boxes to highlight financial red flags in the data table.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses red boxes and arrows to highlight specific financial discrepancies in working capital and receivables growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
73
The slide uses a red flag icon to highlight the removal of customer disclosure in the 2020 report.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
76
Uses visual evidence (photos with callouts) to demonstrate poor product placement/visibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses visual evidence of shelf pricing to highlight price premiums.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
82
The slide uses visual evidence (screenshots) to show how retailers manipulate search rankings to favor their own brands.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
86
The chart uses a bar-vertical format with an overlay trend line and a specific callout for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses three specific acquisition examples (Fleet, DenTek, Insight/Hydralyte) to demonstrate the pattern of disclosure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
91
The table highlights specific acquisitions where tax deductibility is 'Yes' in red, emphasizing the high percentage of purchase price allocated to G&I.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
95
The slide argues that the 'platform premium' is unjustified due to zero organic growth.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
83
The slide uses a red box to highlight high percentage payouts and a red box to highlight the 'suspect' nature of the financial targets.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit