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(GFL)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2020-08-18 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses a dialogue format to build a narrative of corporate malfeasance.", "imagePath": null, "matchCount": 1, "evidence": "The slide uses a back-and-forth dialogue structure to build a narrative.", "slideHref": "/slides/019dd923-622c-750b-8b98-f7d835dc2a36/27", "deckHref": "/decks/019dd923-622c-750b-8b98-f7d835dc2a36", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-f7d835dc2a36#slide-27", "loopMatches": [ { "to": 30, "from": 20, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "449f188a-ea34-46a9-982c-30b7c837ed86", "evidence": "The deck presents various concerns with GFL Environmental's financials, including revenue control issues and aggressive EBITDA presentation.", "position": 1, "objective": "To highlight the financial control issues and aggressive revenue presentation of GFL Environmental", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-c99fec0ed8aa", "docSlug": "1c836eeb374c", "documentTitle": "Monolithic Power Systems (MPWR)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-10-09 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 79, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses a call-and-response format to frame the executive's testimony as evidence of poor corporate governance.", "imagePath": null, "matchCount": 1, "evidence": "The slide alternates between Spruce Point questions and executive answers.", "slideHref": "/slides/019dd923-622c-750b-8b98-c99fec0ed8aa/79", "deckHref": "/decks/019dd923-622c-750b-8b98-c99fec0ed8aa", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-c99fec0ed8aa#slide-79", "loopMatches": [], "arcBeatMatches": [ { "to": 95, "from": 41, "beatId": "7f502b1a-d13a-4cdb-a619-66898178d5f2", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The document finally presents a solution, estimating 75-85% downside risk and providing a detailed valuation analysis.", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-ad29603ddb10", "docSlug": "954987ce0454", "documentTitle": "Mettler-Toledo International, Inc. 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