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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 3,991-4,020
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,991-4,020 of 14,162

filter-aware
12
Spruce Point Capital Management activist short report slide.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
13
Uses a dual-axis combo chart (bar for absolute values, line for percentage) to highlight the gap between guidance and reality.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
14
The slide uses a dual-chart layout to contrast acquisition growth with debt metrics, specifically calling out pre-crisis levels.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
15
The slide uses a table to build a narrative of poor corporate governance and questionable M&A activity.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
18
The slide uses a combination of bar and line charts to demonstrate deteriorating operational efficiency.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
20
The charts highlight that management only reports growth figures when they are positive (green bars).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
21
Uses a before-and-after comparison of corporate disclosure text to highlight a change in accounting methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
23
The slide uses a callout box to emphasize the 'red flag' nature of the data.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
Uses a combination of a bar chart and a table to highlight the discrepancy between reported explanations and financial metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a 'bad' to 'extremely bad' qualitative assessment of the company's forecasting accuracy.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
27
The slide uses a visual block to indicate where data is no longer disclosed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses a comparison table to highlight the discrepancy between USCR's depreciation schedule and its peers, followed by a historical table of USCR's own disclosures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
29
The chart shows a massive divergence between capital expenditure and physical asset growth, supported by a data table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
32
The slide uses a red box and arrow to draw attention to the specific line in the SEC letter mentioning 'nine boxes of records'.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
34
The slide uses a 'revolving door' narrative to imply management or oversight failure.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
35
Uses a 'villain critique' style to undermine CEO credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
36
The slide uses a table to profile three specific board members, highlighting negative associations to argue for a lack of committee depth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
37
Uses red arrows to visually highlight trends in the table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
38
Uses a combination of a stock price chart with transaction markers and a bar chart showing ownership percentage decline.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
39
The slide uses a bar chart to correlate fee spikes with auditor changes, and includes biographical callouts to cast doubt on the auditor's credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
32
Uses legal document excerpts as primary evidence to link the CEO to past accounting fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
33
The slide highlights instability in key financial and operational roles to suggest poor governance or internal issues.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
34
The slide uses a combination of a bar chart, a pie chart, and bulleted lists to build a case against management's incentive structure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Golden Circle1 hit
37
The slide uses a red box to highlight the extreme misses in Free Cash Flow guidance for 2013 and 2014.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
38
Uses red boxes and arrows to highlight specific data points that contradict management's narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
39
The slide uses a combination of a line chart and two callout boxes to juxtapose anecdotal evidence against corporate disclosure.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
40
Uses a red box and arrow to draw attention to the lack of depreciation for the 'Corporate activities' segment.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
41
The slide uses a combination of tables and a combo chart (bar + line) to visualize the recurring nature of the charges.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
44
Uses red arrows to map specific line items in a valuation table to critical commentary boxes.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit