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slides · global inventory

27 Cost Of Inaction

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65
Spruce Point Capital Management branding (tree logo).Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table highlights the 'Potential Recession' (2022) column in red to emphasize the deteriorating financial position compared to historical periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
67
The table highlights specific years (2014-2016 and 2021-2022) in red to emphasize high margin periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
The slide uses a combination of a data table and a stock price chart annotated with insider sell signals to support the 'insider enrichment' thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses a red flag icon to emphasize the activist's skepticism of analyst rigor.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses Bloomberg terminal chart style to highlight valuation divergence.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide features the Spruce Point Capital Management logo (the pine tree).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Includes a specific adjustment for NCI and equity award tax payments to derive 'Spruce Point Adjusted CFO'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
28
The slide highlights that G&A expenses (less specific items) have not scaled with revenue, suggesting a lack of operating leverage.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
29
The slide uses a red flag icon to signal a warning or contradiction.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
The slide uses a red box to highlight the 'Over (Under) Spend' row, specifically emphasizing the negative variances in 2020 and 2021.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
41
The chart highlights a specific period of stagnation with a red bracket and callout box.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
42
The slide uses a red flag icon to highlight the contradiction between positive alignment and potential underlying business weakness.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
43
Uses a before-and-after comparison to show the degradation of financial guidance.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
44
The slide uses the Spruce Point Capital Management logo (the pine tree) as a visual anchor.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
45
The slide uses a side-by-side comparison of two different versions of the same financial statement to expose a restatement.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
46
The slide uses red boxes and arrows to highlight the lack of revision in the 'Total' D&A column between the two reports.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
47
The slide uses red boxes to highlight the specific line items that do not reconcile.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
48
Uses a red flag icon to denote the activist's warning; highlights 'Obscured' in the table.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
49
The slide uses a red border callout to emphasize the thesis. The table structure is used to contrast roles with specific negative outcomes.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
50
Uses red arrows and boxes to visually link claims in the biography to contradictory evidence.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
90
Uses a combination of a table for insider activity and a line chart with annotations to highlight historical parallels.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
91
The slide uses a red box to highlight the 'Total Undisclosed Sales Proceeds' column, emphasizing the lack of transparency.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
92
The slide uses a 'red flag' icon to signal an activist critique of the company's financial reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
93
The slide uses a 'Spruce Point Adjusted Reality' column to contrast with company-reported figures.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
Uses a red flag icon to signal a warning or point of interest.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide uses a combination of tables and callout boxes to present market intelligence on coal import trends.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
96
Uses a combination of management quotes and internal data tables to derive a revenue estimate that challenges the sustainability of the revenue stream.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
97
The slide highlights AMR's valuation multiples (EV/Sales and EV/EBITDA) in red boxes to emphasize they are higher than the peer group average.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
98
The slide uses a red flag icon to emphasize the activist stance on financial reporting quality.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit