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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 4,441-4,470
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

4,441-4,470 of 14,162

filter-aware
07
The slide uses red boxes to highlight the discrepancy between Street guidance and the adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses red boxes to highlight specific metrics where the Spruce Point estimate deviates from or challenges the consensus.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a 'villain critique' approach by linking the CEO's past professional history to current company financial practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses visual evidence of media appearances to frame the company's narrative as superficial.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses a screenshot of the company website to highlight omission of negative history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a combination of narrative text, a financial table (PwC analysis), and a screenshot of business entity information to establish a link between the subject and fraudulent activity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a legal citation to build a case of negligence or complicity.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a combination of narrative text, a data table from PwC, and a legal document excerpt to build a case of fraud.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses visual evidence (screenshots, Yelp reviews, state filings) to link a PetIQ executive to a business with poor consumer ratings.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses red arrows to connect entities across different source documents (PwC analysis, Idaho Secretary of State, and court filings).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses a narrative structure to expose historical accounting fraud and link it to the current target company.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a timeline-like structure to present evidence of company history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses a timeline-based forensic analysis to link corporate entities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a three-column layout to detail specific legal cases from 2003, 2007, and 2010.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses red boxes to highlight specific discrepancies in corporate filings and LinkedIn history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Includes excerpts from legal filings (Complaint and Counter-Allegations) to support the activist thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Uses red arrows to connect text to specific document snippets.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses LinkedIn profile screenshots and official Florida corporate filings to demonstrate simultaneous roles and shared physical locations.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a 'gotcha' approach by leveraging a public employee review to reverse-engineer revenue figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses Indeed.com reviews and Florida Department of Health screenshots to build a case of regulatory non-compliance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses tax return screenshots as evidence of lower historical profitability.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses document evidence to highlight the CFO's role during the formation of questionable business relationships.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses screenshots of Idaho Secretary of State annual reports as evidence of the co-founder's other business activities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses LinkedIn profiles and public license records to map personnel overlap.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a screenshot of a Glassdoor-style review to imply internal malfeasance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Includes customer reviews from Amazon and a market share table showing Frontline's decline.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide contrasts the 2018 incentive structure (price-based) with the 2017 structure (financial metric-based).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
Uses red boxes and blue lines to visually connect contradictory data points across different financial sources.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
The slide uses a table to contrast historical performance with a recent negative outlier to suggest a trend of future disappointment.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
57
Includes a pig icon with 'Yup. Still A Pig.' caption, mocking management's rhetoric.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit