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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 5,551-5,580
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

5,551-5,580 of 14,162

filter-aware
06
The slide uses a 'Lemon + Lime = Lemon Aid' metaphor to suggest the merger of two failing companies (lemons) does not create value.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
Uses a chronological layout to contrast management statements with subsequent actual results.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a table to demonstrate a mathematical impossibility in the company's reported financial data.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a side-by-side comparison of two SEC filings to show the discrepancy in 'Other assets' and 'Other current liabilities'.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Uses side-by-side comparison of earnings releases and presentation tables to show manipulation of 'Cash Flow' definition.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses a mapping technique to link specific growth claims to critical assessments.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a series of CEO/CFO quotes to demonstrate a shift in narrative over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a callout-style timeline to contrast management statements over time.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
60
Uses red boxes and arrows to highlight the specific numerical mismatch between reporting periods.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a callout to point out that high job losses are associated with abnormally low charges per job.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses a table to highlight specific line items (restructuring charges and total debt) that the author claims are manipulated or misleading.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses red callout boxes to emphasize 'Undisclosed' status for specific locations.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
64
Uses Wayback Machine and company website data to show zero change in location count.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
66
Uses a quote from the company to set up a contradiction with the activist's thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
67
The slide uses a series of biographical snippets and SEC filing excerpts to highlight the omission of a problematic past directorship.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses a 'guilt by association' framework to undermine the credibility of a specific board member.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
69
Uses screenshots of proxy statements and press releases to build a case of non-disclosure and guilt-by-association.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
70
The slide uses a red callout box to emphasize the SEC investigation into Alta Mesa, connecting it back to the individuals mentioned.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
72
Uses a quote from the company's proxy statement to contrast with the activist's critique of the board's financial oversight.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
73
The slide uses a red box and arrow to visually highlight the discrepancy in cash payments ($9.8m vs $26.0m) and the removal of 2015/16 data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
74
Highlights the expansion of legal language in clawback provisions following identified accounting anomalies.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
75
Uses red boxes and arrows to highlight specific line items in financial tables that the author claims are overstated.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to show specific performance modifiers and footnotes to explain the 'flawed' adjustments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table detailing 2018 AIP financial modifiers for various executives, highlighting the CEO's Adjusted EPS component.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses excerpts from the company's own proxy statement and website to frame the auditor relationship as 'too cozy'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
79
The red arrow emphasizes the downward trend in insider ownership.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
82
The table uses color coding (red rows) to highlight specific investors, likely those reducing positions or showing negative trends.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
83
The slide uses a 'Bulls vs Bears' comparison frame to highlight the disconnect between market optimism and operational reality.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
84
Uses a 'before-after' or 'contradiction' layout where the left side is the source document and the right side is the rebuttal.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
86
The slide uses a red circle to highlight negative revenue surprises, contrasting them with the green-colored positive EPS surprises.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit