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 4,801-4,830
Pages 473
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Slide function
4,801-4,830 of 14,162
11
Uses callout boxes to systematically refute seven specific points from a Jefferies analyst report.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Aha Moment1 hit
14
Uses a before-after comparison framework to critique management.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a contrast-pairs framework to frame the current CEO as inferior to the predecessor.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
The slide uses a 'Failure' label to characterize management's M&A strategy, contrasting deal performance with rising leverage.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
The slide uses a 'villain critique' style to undermine the current management's strategy by citing internal dissent.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses visual evidence (photos with red boxes) to undermine management's narrative regarding brand positioning and promotional intensity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually emphasize the decline in dividend growth rate in 2019.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
Includes a direct quote from a CFO conference to contrast with the historical data trend.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses a quote from a 2015 conference call to highlight management's initial transparency versus later obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
25
The slide uses a quote from the CFO to contrast with the data presented in the table, highlighting the 'perverse incentive' to overpay for acquisitions.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses red arrows to connect specific text in financial filings to the activist's claim of undisclosed acquisition activity.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
27
Includes specific citations from 10-K filings and critiques of Bloomberg/analyst methodologies.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
28
The slide uses a red box to highlight the specific clause in the credit agreement and the corresponding column in the financial table.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
31
The slide uses a series of callout boxes paired with bulleted evidence to systematically dismantle the acquisition's narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
33
The slide uses a consistent visual language to show a 'peak and decline' pattern across multiple product lines.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
34
Uses Amazon price tracker screenshots to demonstrate price erosion.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
35
The slide uses a 'Here's What Management Wants You To See' framing, which is a classic activist short-seller technique to set up a contradiction.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
37
Uses photographic evidence to undermine management's strategic narrative.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a CEO quote to contradict the market's expectations for growth.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
39
Uses photographic evidence to debunk a management claim.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
40
Uses red boxes and strikethrough lines to visually emphasize the accounting inconsistency.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
41
The slide uses a table to isolate the 'FLAWLESS Acquisition' impact on sales growth, comparing 3-month and 6-month periods.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
42
Uses a call-and-response structure to highlight management obfuscation.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
43
Uses red lines to visually connect the analyst question to the CFO response, and then to the contradictory text blocks.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
44
Uses a dialogue-style layout to contrast analyst questions with CFO responses and activist commentary.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
45
Uses a 'before-after' or 'contradiction' framing to highlight the gap between executive rhetoric and financial reporting.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
46
Uses a call-and-response format to highlight the contradiction.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
48
Uses a vertical process flow to link executive departures with a lack of corporate disclosure.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
59
The slide uses a Bloomberg terminal screenshot to provide 'objective' market data to support the activist thesis of insider dumping.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
The slide uses a table to demonstrate that despite 'Buy' ratings, the average price target implies negative upside.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit