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 5,521-5,550
Pages 473
Rows per page 30
Slide function
5,521-5,550 of 14,162
25
Uses a dialogue-based format to highlight discrepancies between management's narrative and industry expert insights.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
Uses a 'villain' framing by highlighting how private equity-driven consolidation shifts bargaining power away from Avery.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
Uses direct quotes from 2018 and 2019 annual reports to build a case for potential goodwill impairment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a red bracket to visually group the 2020 departures as 'Accelerated Departures'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses screenshots of Glassdoor reviews to validate claims of operational chaos and poor management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
31
Includes a specific callout box citing a 2015 10-K regarding accounting errors.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
32
The slide uses red 'X' marks to visually emphasize the negative nature of the missing disclosures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
33
The slide uses red boxes to highlight specific data points that contradict the expected industry trend of margin decline.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
34
Uses a combination of expert quote, risk factor comparison, and a historical data table to build a case for declining R&D commitment.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
35
The table uses a diagonal layout to show how the same fiscal year's R&D expense is restated in subsequent annual filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
37
Uses a red box and arrow to visually link the old and new terminology in the financial tables.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
38
The slide highlights an accounting change where customer return allowances were moved to 'Other Current Liabilities'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
40
Uses a red arrow to point out the discrepancy between the company's stated capital sources and the actual cash balance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
41
Includes a red 'X' annotation over the 2019 disclosure table to emphasize it is no longer provided.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
42
The slide uses a 'before-after' style comparison of company-provided data versus SEC filing disclosures to expose accounting manipulation.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
44
The table demonstrates a significant divergence in FCF trends due to Spruce Point's adjustments for pension settlements, stock compensation tax impacts, and other items.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
45
The slide uses a 'back-of-the-envelope' check to highlight a discrepancy in cash flow reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Loop · Hypothesis Test1 hit
46
The slide uses a red box to highlight the FY 2020E projections and adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
47
Uses two tables to contrast dividend growth and share buyback trends against company claims.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
48
Uses callouts to contrast quotes from different quarters to show lack of precision.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
49
Uses a table to calculate 'Cash Available' and then presents two specific quotes from SEC filings to highlight management's hedging language.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a LinkedIn profile screenshot and a historical report snippet to establish a pattern of behavior.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
51
Uses two tables from different sections of the 10-K to highlight a discrepancy between reported tax rates and actual cash outflows.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a table to show the growth in tax risk disclosure word counts and a callout box to highlight specific concerning language from the 2018 10-K.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
53
Uses callout boxes to emphasize specific regulatory and audit-related risks found in SEC filings.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
54
The slide highlights a trend of rising tax compliance and planning fees paid to the auditor, suggesting potential aggressive tax accounting or governance concerns.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
55
The slide uses a comparison table to highlight the discrepancy between company-reported metrics and analyst-adjusted metrics.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses a dual-axis chart to show the annual impact vs the massive cumulative $1B impact.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
58
The slide uses a comparison of two text blocks from 10-K filings to show the removal of a specific liability recognition clause.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses a red box and arrow to draw attention to the discrepancy in cash payments ($9.8m vs $26.0m) and the omission of 2015/2016 actions in the 2019 report.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit