Matching slides 14,162
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7,861-7,890 of 14,162

filter-aware
71
Uses IRS survey data to undermine Intuit's investor day claims regarding market penetration.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
72
The slide uses a side-by-side comparison to highlight the discrepancy between corporate rhetoric and academic research findings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
73
Uses a comparison of IRS survey data vs. third-party review sites (Trustpilot, ConsumerAffairs, PissedConsumer) to highlight a reputational gap.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
74
Uses a 'before/after' comparison of Intuit's 10-K risk language to highlight the shift in competitive landscape.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
75
Uses a table-like structure to contrast past vs present management sentiment.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a combination of a bar chart, a small table for 2021 statistics, and a large summary table to demonstrate the variance between Intuit's reported figures and actual IRS data.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
77
Includes a table of unit/revenue analysis and two side-by-side bar charts from different years (2018 vs 2021) to demonstrate data drift.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a 'variance' analysis to highlight the gap between company-reported metrics and independent calculations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
79
The table uses red shading to indicate missing data points, emphasizing the lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
80
Uses two tables to contrast derived Live metrics with disclosed ARPR data to build a case for weak pricing leverage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a table to compare total consumer segment growth against growth excluding Live revenue, highlighting a deceleration in the latter.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
82
Includes a detailed table of financial metrics from FY2014 to FY2024 to support the thesis of margin inconsistency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
83
Uses a table to track the evolution of expert network disclosure from 2018 to 2023.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
84
Uses red boxes and arrows to highlight specific claims in the CEO quote that the author disputes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
85
The slide uses a 'villain critique' style by leveraging expert testimony to undermine the company's public narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a dual-axis chart to show revenue growth vs. absolute revenue.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
90
Uses a combination of CEO quotes, data tables, and rhetorical questions to undermine company claims.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
91
Uses a direct quote from a Washington Post article to undermine the CEO's public statements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
93
Uses a 'villain' framing by highlighting negative press and government investigations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
94
Uses red text and arrows to connect specific FTC letter excerpts to the activist's argument.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
95
Uses quotes from earnings calls to highlight potential regulatory/privacy risks.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
96
The slide uses a 'villain' framing by highlighting repeated security failures to undermine trust in the company's core competency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
98
The slide uses a table to deconstruct revenue segments and apply a 'Spruce Point View' on their recurring nature.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
99
The slide uses a table format to list specific accounting/reporting obfuscations.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
100
The slide uses a combination of tables and callouts to highlight the discrepancy between rising segment margins and contracting corporate margins following expense reclassifications.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
101
The slide uses red boxes to highlight the inflection point in 2018 (TurboTax Live launch) and the subsequent trend in COGS SBC and margin erosion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
103
The slide uses red boxes to highlight specific areas of concern in the data table.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
104
Uses a combination of financial disclosure tables and qualitative argument to challenge management's accounting estimates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
105
The slide uses SEC filings (10-K) as the primary source for peer benchmarking.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit