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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,631-3,660
Pages 328
Rows per page 30
Slide function
3,631-3,660 of 9,820
11
The slide uses a checkmark/X matrix to highlight reporting discrepancies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 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
23
The slide highlights a discrepancy between the target company's compensation metrics and those of its peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
Uses a comparison frame to illustrate the structural threat to the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
The slide uses a comparison table to argue that direct ownership is financially superior to leasing.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Includes a callout box highlighting the discrepancy between Forescout's performance and the peer group median.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
14
The slide uses a comparison table to draw parallels between a current company (GFL) and a historical case of fraud (Philip Services).GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
100
The table includes a 'Spruce Point Adj' row to account for TEU impact on enterprise value.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a quote from an industry observer to support the thesis that GFL's acquisitions are largely failures, justifying the high intangible asset valuation as a risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
The table highlights Prestige Brands in red to emphasize its outlier status in working capital deterioration.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 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
53
The slide uses four line charts to contrast performance trends.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Includes photographic evidence of shelf pricing and a summary table calculating the percentage premium.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses visual evidence (photos of shelf tags) to demonstrate that store brands are significantly cheaper than PBH products, with price premiums calculated for each.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
59
The slide uses red and green boxes to highlight price differences in store shelf photos, corresponding to the data tables below each image.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The slide uses red and green boxes to highlight price tags on store shelves, likely indicating price discrepancies or premium pricing.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The slide uses photographic evidence of shelf tags to justify the price premium calculations.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses visual evidence of store-brand packaging (Equate) explicitly referencing Dramamine to support the thesis of competitive pressure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses red boxes to highlight the higher price of the branded product and green boxes for the lower price of the store brand.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
83
The slide uses a combination of product imagery and trend data to argue that Amazon is successfully encroaching on PBH's market share.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
93
The slide highlights a lack of transparency regarding R&D spending for the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
106
The slide highlights brands with declining market share in red text.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
119
The slide argues that despite appearing cheap on P/E and EBITDA, PBH is expensive on OCF and Sales multiples, and burdened by debt.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
The table highlights a shift from a $37.6m surplus to a $72.0m deficit in the dividend cushion.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
51
The slide highlights an increasing trend in Amcor's overdraft usage relative to sales.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
53
The slide highlights Amcor's 1.34% sales synergy and 9.43% EBITDA synergy against a peer average of 0.93% and 6.02% respectively.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Loop · Quick Win Big Bet1 hit
64
The slide uses arrows to visually represent the direction of capex spending (increase vs. maintenance).Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller 1 hit
92
The table highlights that Amcor's valuation is rich relative to its peers when considering the underlying financial challenges.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
93
Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
63
The slide uses a direct comparison to frame WD-40's valuation as irrational compared to a blue-chip peer.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit