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slides · global inventory

10 Iceberg

Loop collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,212
Current window 661-690
Pages 41
Rows per page 30
Loop: 10 Icebergclear collectionreset all
18 30 60

Loop

661-690 of 1,212

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42
Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
43
Uses a 'Porch Warning' callout to highlight internal control weaknesses.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
44
Uses a red flag icon and a red box to draw attention to the accounting hiring needs.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
45
Uses a red flag icon and callouts to highlight specific accounting inconsistencies.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
14
The slide highlights a shift from positive to negative margins in the adjusted calculation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
The table demonstrates the discrepancy between company-reported adjusted OCF and Spruce Point's adjusted OCF by subtracting items the company adds back.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The table highlights the shifting terminology and values used by the company over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a red box to highlight the 12/31/19 period across all three companies to emphasize the anomaly.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
Highlights specific accounting policy language from company filings to contrast methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
The table shows a consistent pattern of negative cash flow before financing across multiple years and quarters.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses press release excerpts and a data table to demonstrate insider selling.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses red boxes and arrows to link specific underwriters to negative news headlines.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
21
The slide uses a 'hot potato' metaphor to suggest instability and poor quality of the asset being sold to public investors.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
22
The slide uses a call-and-response format to highlight negative sentiment from former employees regarding GFL's financial viability.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
23
The slide uses a red box to highlight the adjusted FCF discrepancy.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
24
GFL Environmental Inc. (GFL)GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
25
Uses a combination of narrative text, a quote from the CEO, and a screenshot of an SEC press release to establish a 'guilt by association' narrative.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
26
The slide uses media clippings to contrast the 'rags to riches' narrative with the activist's skeptical thesis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
27
The slide uses a dialogue format to build a narrative of corporate malfeasance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
28
Uses red question marks and underlines to draw attention to discrepancies between historical filings and current disclosures.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
29
The slide uses a hub-and-spoke diagram to visualize 'guilt by association' through red boxes and bidirectional arrows.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
30
Includes a red box highlighting specific lines in the transcript and a red arrow pointing to the text.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 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
37
The slide uses two tables (annual and quarterly) to demonstrate the trend of increasing DSO, DIO, and overall cash conversion cycle.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
38
The slide uses red highlighting for the target company (Prestige Brands/PBH) to emphasize its outlier status.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