Matching slides 1,665
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421-450 of 1,665

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Uses red flag icon and red boxes to highlight the contradiction between management claims and public data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
62
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
63
Uses red flag imagery to emphasize the activist's skepticism regarding corporate governance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
64
Uses Wayback Machine screenshots to demonstrate the contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
65
This is a character attack/reputational risk slide common in activist short reports.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
66
The slide uses a red arrow to highlight the specific 'YES' answer in the court document.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
67
The slide uses a red border to emphasize the negative findings regarding the CFO's past performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
68
The slide uses a 'CEO quote vs reality' structure to undermine management credibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
69
Uses a Q&A format to highlight management issues and potential fraud/misrepresentation of sales pipeline.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
70
The slide uses a red flag icon to signal a warning about the accounting team's composition.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
32
The slide uses red 'X' marks to visually emphasize the negative nature of the missing disclosures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
37
Uses a red box and arrow to visually link the old and new terminology in the financial tables.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
39
The slide uses a 'Beat vs. (Miss)' row to emphasize the negative variance in Q4 guidance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
41
Includes a red 'X' annotation over the 2019 disclosure table to emphasize it is no longer provided.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
42
The slide uses a 'before-after' style comparison of company-provided data versus SEC filing disclosures to expose accounting manipulation.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
43
The slide uses red boxes to highlight the specific line items where tax-affected pension contributions are added back to free cash flow.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
44
The table demonstrates a significant divergence in FCF trends due to Spruce Point's adjustments for pension settlements, stock compensation tax impacts, and other items.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
45
The slide uses a 'back-of-the-envelope' check to highlight a discrepancy in cash flow reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
40
Uses a 'before-after' style logic (or 'thesis-antithesis') to frame the industry shift from 'brain power' to 'data management'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
41
The slide uses a 'talent drain' narrative to imply institutional weakness or competitive disadvantage.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
Spruce Point Capital Management branding (pine tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
Uses Wayback Machine screenshots to demonstrate corporate revisionism.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
The slide uses screenshots of news articles as primary evidence to support the thesis of an 'ESG backlash'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses red and green arrows to highlight the contradiction between CFO commentary and actual financial performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit