Matching slides 14,162
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Slide function

4,111-4,140 of 14,162

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19
The slide uses a 'villain' framing by contrasting the target company's (Maxar) lack of disclosure with the transparency of its peers.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
20
The slide uses a table to contrast company disclosures against the binary question of whether an exact annual charge was disclosed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
24
The chart uses a vertical red line to demarcate the pre-merger and post-merger periods.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
25
Uses a peer benchmark to expose accounting aggressive behavior.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
26
The slide uses a before-after comparison to highlight a shift in financial metrics following an acquisition.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
28
The slide uses a direct excerpt from a financial report to demonstrate a lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
29
Highlights the discrepancy between the 2013 figures reported in the 2013 Annual Report versus the 2014 Annual Report.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
30
The slide uses a red flag icon to draw attention to the specific accounting practice being criticized.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
32
The slide uses a red arrow to visually emphasize the trend of increasing DSO over time.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
33
The red box highlights the 2015-2016 period where receivables past due and notes receivable increased significantly.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
34
The slide uses a timeline to suggest a pattern of leadership flight, implying internal issues or lack of confidence in the company's direction.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
35
The slide uses a collage of external analyst reports (CIBC, BMO, GMP Securities) to highlight the gap between analyst optimism and actual performance.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Cost Of Inaction1 hit
38
Uses a red star and red callout box to highlight specific inaccuracies in the provided biography text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
39
The slide highlights the lack of alignment between management and shareholders.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
40
Uses a direct quote from a conference call to set up a contradiction with official proxy filing text.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
42
Includes a callout box highlighting the discrepancy and a table showing pro-forma adjustments.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
43
The slide uses a 'bridge' structure to expose accounting manipulation, specifically targeting capitalization of costs and depreciation classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
44
The slide uses a table to quantify the impact of accounting changes on revenue and EBITDA across seven quarters.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
45
Uses a 'before-after' style logic to contrast management's stated goals with the actual cash flow math.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Mece Breakdown1 hit
46
Uses a before-after comparison to highlight management's failure to meet leverage targets.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
47
The slide uses a 'Spruce Point Reality' column to adjust EBITDA downwards and Debt upwards, resulting in a higher leverage ratio (5.8x) than the company's reported 4.4x, exceeding the 5.5x covenant.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
48
Uses financial statement excerpts to highlight a discrepancy in asset valuation and classification.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
49
The slide uses a red box to draw attention to the 'Amortization of acquisition related intangible assets' line item.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
50
Includes a direct quote from the CEO and a comparison of two financial guidance tables to highlight the D&A reduction.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
51
The slide uses a table to contrast disclosure methods (Press Release, Conf Call, etc.) against specific one-time items, with a supporting income statement snippet.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
58
The slide uses a red arrow to emphasize the -12.7% YTD 2018 organic growth decline.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
59
Uses direct quotes from conference calls and industry reports to highlight the gap between management narrative and business reality.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
60
The slide uses a Q&A excerpt to frame the company's strategic review as a sign of failure, leading to the impairment thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
62
Uses a quote from a Q1'17 conference call to establish the baseline of management's previous optimism.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
65
Uses red arrows to visually emphasize the downward trend in estimates.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit