slides · global inventory
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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
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Pages 1,935
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Slide function
17,731-17,760 of 58,039
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The slide uses red boxes to highlight negative gross profit, operating profit, and operating cash flow figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a red box to highlight the $0.0 figure in the 2018 total row.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
13
Includes a bridge from Market Cap to Enterprise Value and a table of valuation multiples and growth/margin metrics.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
44
Uses red boxes and arrows to draw attention to 2018e data points.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
74
The slide highlights the discrepancy between company guidance and the analyst's bearish scenario.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a red box to highlight the Spruce Point Estimate section, contrasting it with the company's LT Guidance.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
77
The slide uses a sensitivity table to argue that downside risk is significantly higher than upside potential.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a forensic accounting approach to derive loan sale returns from cash flow statement line items.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
76
The chart highlights the increasing reliance on Sonoran for funding capacity, with percentages annotated for specific years.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
59
The slide highlights a subset of 'tiny acquisitions' with a red box and a warning note.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ResolutionLoop · Cost Of Inaction1 hit
16
The slide highlights the dependency of Amdocs on a stagnating telecom sector.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
82
The slide uses a 'Spruce Point Adj. EPS' calculation to challenge the company's reported earnings quality.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
86
The slide uses a 'Spruce Point Adjusted EBIT' calculation to demonstrate the impact of accounting adjustments on bottom-line EPS.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 1 hit
107
Slide 107 of an activist short report.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
27
Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
08
The slide uses a red box to highlight the specific data points (EBITDA Margin and Sales Growth) that the author finds contradictory.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
37
Red boxes highlight the negative changes in working capital and the resulting year-over-year decline in net cash flow for FY 2019.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
25
Includes a callout box highlighting growth metrics for cohorts.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
26
The slide uses four distinct data tables to summarize survey findings from Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
30
Includes specific callouts for methodology (survey results and vet practice onboarding rates).Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
31
Includes specific footnotes regarding adjustments and margin estimates.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
07
The slide uses a mix of market data and Spruce Point's own forensic analysis to argue that the company is overvalued.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
13
The slide includes a red box highlighting the 'Violation(s)' column and a detailed callout box showing specific inspector comments for one location.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a table to show quarterly YoY growth across four metrics, with annotations highlighting specific periods of decline and acquisition impact.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
33
The slide highlights how accounting changes mask the true decline in cash flow.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction1 hit
40
The table uses a bridge-style logic to adjust 2017 results to a 2018 pro forma estimate.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller 1 hit
16
The table includes a summary row for total capex and year-over-year growth percentages.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit