Matching slides 6,793
Current window 2,791-2,820
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all

Framework

2,791-2,820 of 6,793

filter-aware
05
Uses a table-based framework to list specific red flags for each category.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a 'Lemon + Lime = Lemon Aid' metaphor to suggest the merger of two failing companies (lemons) does not create value.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a table to demonstrate a mathematical impossibility in the company's reported financial data.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a side-by-side comparison of two SEC filings to show the discrepancy in 'Other assets' and 'Other current liabilities'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Uses side-by-side comparison of earnings releases and presentation tables to show manipulation of 'Cash Flow' definition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses Grant Thornton guidance to frame the regulatory argument against the company's current reporting practice.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
Uses visual evidence (red boxes and lines) to connect website footer links to specific login pages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses a series of visual 'cards' to present evidence of organizational separation.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
Uses a red callout box to highlight the mathematical inconsistency in the company's financial reporting.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
26
Uses a bridge-style calculation to adjust reported Q3 2020 revenue.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red arrows to visually connect guidance quotes to actual result quotes.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses red boxes to highlight declining growth rates and quotes from 10-K filings to emphasize the contradiction between seasonal expectations and actual performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses red boxes to highlight the specific YTD comparison columns.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses a callout box to highlight a specific risk factor and includes excerpts from credit agreements to demonstrate the shift from EBITDA-based covenants to cash burn-based covenants.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
Uses a combination of biographical data, a primary source excerpt, and a stock price chart to build a narrative of management incompetence/dishonesty.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses a comparison of two text blocks from 10-K filings to show the removal of a specific liability recognition clause.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses a red box and arrow to draw attention to the discrepancy in cash payments ($9.8m vs $26.0m) and the omission of 2015/2016 actions in the 2019 report.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
60
Uses red boxes and arrows to highlight the specific numerical mismatch between reporting periods.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a callout to point out that high job losses are associated with abnormally low charges per job.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses red callout boxes to emphasize 'Undisclosed' status for specific locations.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
64
Uses Wayback Machine and company website data to show zero change in location count.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
67
The slide uses a series of biographical snippets and SEC filing excerpts to highlight the omission of a problematic past directorship.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
69
Uses screenshots of proxy statements and press releases to build a case of non-disclosure and guilt-by-association.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
73
The slide uses a red box and arrow to visually highlight the discrepancy in cash payments ($9.8m vs $26.0m) and the removal of 2015/16 data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
74
Highlights the expansion of legal language in clawback provisions following identified accounting anomalies.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
75
Uses red boxes and arrows to highlight specific line items in financial tables that the author claims are overstated.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table detailing 2018 AIP financial modifiers for various executives, highlighting the CEO's Adjusted EPS component.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses a 'Bulls vs Bears' comparison frame to highlight the disconnect between market optimism and operational reality.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit