slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 4,321-4,350
Pages 473
Rows per page 30
Slide function
4,321-4,350 of 14,162
68
Uses red boxes to highlight the shift in language from 'roughly half' to 'a portion' of free cash flow.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
69
Uses a 'CEO quote contradiction' framework to highlight the shift in management's tone.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
71
Includes three charts showing Net OCF, OCF before working capital, Net Change in Working Capital, and Unbilled Receivables as a % of Revenue.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
72
The slide uses two charts to contrast rising unbilled receivables with falling deferred revenue and contracting allowances, arguing this is inconsistent with organic business growth.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
73
The slide uses a table to highlight specific quarters where non-cash revenue contributions were significant.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses three line charts to compare reported vs. adjusted margins, suggesting accounting manipulation to meet analyst expectations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a side-by-side comparison of two regulatory filing excerpts to demonstrate the removal of the 'long-term' qualifier.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
77
Uses a combination of a line chart and two side-by-side financial table excerpts to highlight reporting inconsistencies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'delta' bar to visually emphasize the lack of reconciliation between financial statements.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
79
The slide uses a hypothetical estimate calculation to quantify the impact of undisclosed factoring on DSO metrics.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a combination of a financial table and a long-form text excerpt to highlight accounting opacity.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
83
The slide uses two tables to demonstrate that borrowing is short-lived and investment activity is offsetting, suggesting potential financial manipulation.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
84
Uses red arrows to visually link borrowing/repayment events to cash balance changes.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'before-after' or 'contradiction' structure by juxtaposing management's vague explanations with the technical definition of PFIC status.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
88
The slide uses a table format to present qualitative evidence of questionable governance and operational structure.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
89
The slide uses the decline in ownership to imply a misalignment of incentives between management and shareholders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
90
The slide uses screenshots of Glassdoor-style reviews to support the thesis of a closed-off management culture.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
91
The slide uses a table to visualize committee tenure and a callout box to link a specific director to a past accounting fraud case.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
93
The slide uses red boxes to highlight specific negative sentiments in employee reviews.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
94
Includes specific excerpts from a legal case (Kerry Chambers, et al. vs. Amdocs Limited, et al.) with underlined emphasis on key allegations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
95
Uses a comparison of two 20-F filings to highlight a governance deficiency.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses excerpts from an SEC legal complaint to substantiate the claim of past misconduct.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
97
Uses red arrows and circles to highlight suspicious trends in option pricing and discounts.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a historical table from 2014 to contrast with the current lack of disclosure, implying a governance failure or attempt to obscure executive compensation practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
99
Includes a direct excerpt from the FY 2018 20-F filing with red-box highlights on the accounting method.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
100
Includes a screenshot of an SEC Form 144 highlighting a potential clerical error in the reported sale value.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses SEC filing excerpts to demonstrate the obfuscation of beneficial ownership by company insiders.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
102
Uses red arrows and brackets to correlate specific table rows with timeline events.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
104
Uses visual evidence (screenshots of signature pages) to highlight a governance anomaly.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit