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slides · global inventory

27 Cost Of Inaction

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Matching slides 31,900
Current window 11,491-11,520
Pages 1,064
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11,491-11,520 of 31,900

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45
Uses a 'What reinvestment?' callout to highlight the gap between corporate messaging and financial reality.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
Includes a table comparing capex forecasts vs actuals, and a table showing useful life of assets vs depreciation, highlighting a potential maintenance capex cliff.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
47
The slide uses a two-column layout to categorize criticisms into 'Foreign Markets Are Protective' and 'Foreign Markets Are Less Profitable Than U.S.'Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
The slide uses a table to build up to an 'Organic Core Revenue Ex-New Products' growth rate, then highlights the implied acceleration in a bar chart.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a 'Beat/Miss vs. Consensus' row to quantify the negative delta between the firm's estimates and market expectations.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
The slide highlights the contradiction between management's advertised leverage and the author's estimates, while citing Moody's credit rating as a constraint.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
88
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
89
Uses a red box to highlight the 'NO' presence for the most bullish analysts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
90
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from fundamental performance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
91
The slide highlights that MPWR trades at a premium multiple compared to its peers, which the author argues is based on faulty assumptions.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
92
The slide highlights MPWR (in red) as an outlier compared to its peers (in blue) across four key financial metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
74
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
75
Uses red boxes and question marks to highlight suspicious governance details.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
Uses red arrows and boxes to visually connect the absence of the name in the proxy table to the presence of the name on the Form 144.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
78
Uses a CEO quote to contrast with the accounting reality shown in the 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
82
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
83
The table highlights a bearish thesis by comparing current market price against analyst consensus.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
84
Uses a 'Bull vs. Bear' comparison framework to systematically dismantle an analyst's thesis.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
85
Uses a pie chart to visualize import concentration and pull-quotes to highlight management's downplaying of risks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · 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
88
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from historical performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
89
The slide highlights that CHD's premium valuation is unjustified given its growth profile and dividend yield compared to larger, more established peers.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
90
Spruce Point Capital Management activist short thesis slide.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
91
The slide highlights a lack of 'conviction' owners, suggesting the current shareholder base is misaligned with the company's actual risk profile.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
92
Includes detailed footnotes explaining adjustments to EBITDA and rationale for multiple selection.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit