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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 4,291-4,320
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

4,291-4,320 of 14,162

filter-aware
33
The slide uses a detailed table to reconstruct organic growth by subtracting inorganic contributions and FX impacts from total sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
34
The table breaks down inorganic sales contributions by specific acquisition and adjusts for FX impact to derive estimated organic sales.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
35
The slide uses a red circle to draw attention to the recent quarters where the Spruce Point estimate shows significant negative growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle1 hit
37
Uses red arrows and brackets to highlight the disconnect between asset value growth and square footage distribution.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Uses red boxes to visually emphasize the removal of specific office locations between the two dates.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses visual evidence (photos) and data trends to challenge the company's 'tech' narrative.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
41
The slide uses the growth in India headcount to argue that the company is pivoting away from its core product business.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
42
Uses excerpts from a PSA and a 20-F filing to highlight the discrepancy between marketing and operational reality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
43
The slide uses a hub-and-spoke diagram to highlight the complexity and potential opacity of the corporate structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
44
The slide uses red boxes and arrows to highlight the discrepancy between intangible asset values and fixed asset values in the financial tables.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
45
Uses financial statement excerpts to point out accounting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
The slide uses financial statement excerpts from three subsidiaries to highlight the lack of tangible assets relative to reported fixed/intangible assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
47
The slide uses a 'fraud-exposure' framework to highlight accounting irregularities.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Includes a red 'Not for official use' watermark overlaying the table.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
49
The slide uses a series of bar charts to visually demonstrate a correlation between two financial metrics to imply accounting irregularities.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
50
The slide uses a table of financial data to point out specific accounting anomalies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
51
Uses screenshots of financial filings (20-F) to highlight lack of transparency in asset disposal reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a visual mapping technique to show the transition from gross to net reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
53
Uses a direct quote from FASB Accounting Standards Codification to highlight a discrepancy in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
54
Uses red arrows and callouts to highlight the change in line item description while the underlying accounting figures remain consistent.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
56
The slide uses two tables to demonstrate a discrepancy between historical asset sale reporting and recent periods where gains are reported as zero.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a 'reconciling inconsistencies' table to show that despite individual line item differences, the final 'Net cash provided by operating activities' remains identical, which the author flags as suspicious.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
59
Uses red arrows and callout boxes to highlight specific discrepancies in financial reporting terminology.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a 'Four Different Inconsistent Statements' framework to undermine management credibility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
61
The slide uses a primary source document (TASE filing) to challenge the company's financial disclosures.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
62
Uses a timeline/process flow to show the evolution of the company's narrative vs. actual financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
63
Includes a snippet from a 20-F filing and a table comparing Q1/Q2 2018 financial data.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
65
Uses red arrows to visually emphasize the divergence between GAAP and Non-GAAP trends.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
67
The slide uses a combination of a stacked bar chart showing cash decline and a screenshot of a 2011 investor presentation to highlight a contradiction between historical policy and current management rhetoric.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit