{
  "kind": "all",
  "value": "all",
  "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations",
  "filters": {
    "documentKinds": [],
    "sourceTypes": [],
    "orientations": []
  },
  "total": 319975,
  "page": 2072,
  "pageSize": 60,
  "pageCount": 5333,
  "rows": [
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 1,
      "slideType": "cover",
      "function": "front_matter",
      "notes": "The text on the wall is a list of product/market categories (ML, DOS, NF, CRM, AI, IOT) written in a scribbled, informal style. The imagery of cockroaches and a rat is intended to evoke a sense of infestation or decay.",
      "imagePath": "https://imgproxy.kitesheet.com/DcqeP6aPY9ov_rT8wsR9FqAC3VZn4k_lmBGb05Wqtdg/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83MjQ2OTE5OTA3M2MvcDAwMS5wbmc",
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/1",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-1",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "038e280e-3ce0-4c86-8f57-df64c4400503",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Introduction",
          "beatSlug": "hook",
          "evidence": "The document begins by introducing Spruce Point's track record and thesis on C3.ai.",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": "https://imgproxy.kitesheet.com/N6L4laTUxEf-P22OhXboC1p26fqcH3SNiXvQiEjXqA0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83MjQ2OTE5OTA3M2MvcDAwMS5qcGc",
      "thumbSrc": "https://imgproxy.kitesheet.com/SE0lBrcbFm-KCYKRyuDxxoquKpipHZEjBK6gNEeQtq0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83MjQ2OTE5OTA3M2MvcDAwMS5wbmc",
      "thumbSrcAlt": "https://imgproxy.kitesheet.com/HKZNjnbaP3JqkeoMIk2qKD4-1EIlLH9zdfjEouzlVro/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83MjQ2OTE5OTA3M2MvcDAwMS5qcGc"
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 2,
      "slideType": "disclaimer",
      "function": "other",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/2",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-2",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "038e280e-3ce0-4c86-8f57-df64c4400503",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Introduction",
          "beatSlug": "hook",
          "evidence": "The document begins by introducing Spruce Point's track record and thesis on C3.ai.",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 3,
      "slideType": "precedent_table",
      "function": "cite_precedent",
      "notes": "The slide uses a comparative table structure to validate the firm's thesis-driven research methodology.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/3",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-3",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "038e280e-3ce0-4c86-8f57-df64c4400503",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Introduction",
          "beatSlug": "hook",
          "evidence": "The document begins by introducing Spruce Point's track record and thesis on C3.ai.",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 4,
      "slideType": "table_of_contents",
      "function": "front_matter",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/4",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-4",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "038e280e-3ce0-4c86-8f57-df64c4400503",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Introduction",
          "beatSlug": "hook",
          "evidence": "The document begins by introducing Spruce Point's track record and thesis on C3.ai.",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 5,
      "slideType": "executive_summary",
      "function": "front_matter",
      "notes": "Standard Spruce Point Capital Management branding slide.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/5",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-5",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "038e280e-3ce0-4c86-8f57-df64c4400503",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Introduction",
          "beatSlug": "hook",
          "evidence": "The document begins by introducing Spruce Point's track record and thesis on C3.ai.",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 6,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a vertical red arrow visual to connect the thesis summary to specific evidence points.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/6",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-6",
      "loopMatches": [
        {
          "to": 10,
          "from": 6,
          "name": "The Reveal",
          "slug": "05-the-reveal",
          "bestFor": "Product launches, strategic pivots, unexpected findings",
          "matchId": "ae12e6f1-6b73-4e35-a5a5-7f3414bbd03d",
          "evidence": "Spruce Point estimates a 40-50% downside risk to C3.ai's share price.",
          "position": 0,
          "objective": "To reveal potential discrepancies in C3.ai's financials",
          "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
          "confidence": 0.8,
          "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 6,
          "beatId": "5d79b746-5b8b-42b0-a388-e5797fb716ae",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Problem Statement",
          "beatSlug": "complication",
          "evidence": "Spruce Point outlines its concerns with C3.ai's financials and business practices.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 7,
      "slideType": "valuation_reveal",
      "function": "expose_contradiction",
      "notes": "Uses a vertical arrow process flow to contrast 'Pattern of Announcing Partnerships' with 'Limited Traction' and 'Baker Hughes Contract' issues.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/7",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-7",
      "loopMatches": [
        {
          "to": 10,
          "from": 6,
          "name": "The Reveal",
          "slug": "05-the-reveal",
          "bestFor": "Product launches, strategic pivots, unexpected findings",
          "matchId": "ae12e6f1-6b73-4e35-a5a5-7f3414bbd03d",
          "evidence": "Spruce Point estimates a 40-50% downside risk to C3.ai's share price.",
          "position": 0,
          "objective": "To reveal potential discrepancies in C3.ai's financials",
          "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
          "confidence": 0.8,
          "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 6,
          "beatId": "5d79b746-5b8b-42b0-a388-e5797fb716ae",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Problem Statement",
          "beatSlug": "complication",
          "evidence": "Spruce Point outlines its concerns with C3.ai's financials and business practices.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 8,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a red arrow visual to denote a downward trajectory or negative critique of the company's financial health.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/8",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-8",
      "loopMatches": [
        {
          "to": 10,
          "from": 6,
          "name": "The Reveal",
          "slug": "05-the-reveal",
          "bestFor": "Product launches, strategic pivots, unexpected findings",
          "matchId": "ae12e6f1-6b73-4e35-a5a5-7f3414bbd03d",
          "evidence": "Spruce Point estimates a 40-50% downside risk to C3.ai's share price.",
          "position": 0,
          "objective": "To reveal potential discrepancies in C3.ai's financials",
          "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
          "confidence": 0.8,
          "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 6,
          "beatId": "5d79b746-5b8b-42b0-a388-e5797fb716ae",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Problem Statement",
          "beatSlug": "complication",
          "evidence": "Spruce Point outlines its concerns with C3.ai's financials and business practices.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-3322bc9ae76c",
      "docSlug": "72469199073c",
      "documentTitle": "C3.ai, Inc. (AI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-02-16 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 9,
      "slideType": "villain_critique",
      "function": "name_villain",
      "notes": "Uses a vertical red arrow on the left to categorize governance failures.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-3322bc9ae76c/9",
      "deckHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3322bc9ae76c#slide-9",
      "loopMatches": [
        {
          "to": 10,
          "from": 6,
          "name": "The Reveal",
          "slug": "05-the-reveal",
          "bestFor": "Product launches, strategic pivots, unexpected findings",
          "matchId": "ae12e6f1-6b73-4e35-a5a5-7f3414bbd03d",
          "evidence": "Spruce Point estimates a 40-50% downside risk to C3.ai's share price.",
          "position": 0,
          "objective": "To reveal potential discrepancies in C3.ai's financials",
          "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
          "confidence": 0.8,
          "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 10,
          "from": 6,
          "beatId": "5d79b746-5b8b-42b0-a388-e5797fb716ae",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Problem Statement",
          "beatSlug": "complication",
          "evidence": "Spruce Point outlines its concerns with C3.ai's financials and business practices.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 1,
      "slideType": "cover",
      "function": "front_matter",
      "notes": "The slide uses a metaphorical image of a rat and a downward-trending stock chart to convey a negative investment thesis.",
      "imagePath": "https://imgproxy.kitesheet.com/Fou6EacXuxOwBQEGV6nQdMO9it7fqlEduYbJ_x2LEJk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWE4OTE0MjlhNDIvcDAwMS5wbmc",
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/1",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-1",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "ec8b3189-2800-435c-a19b-4ce2b33cf86d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Monster",
          "beatSlug": "overcoming-monster-the-monster",
          "evidence": "Introduction to SMCI and Spruce Point's strong sell opinion",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Hook",
          "parentBeatSlug": "hook"
        }
      ],
      "imagePathAlt": "https://imgproxy.kitesheet.com/iubxFTenIu--_jQnSW7KLqMrhhzb-LbY2V5py63-C0o/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWE4OTE0MjlhNDIvcDAwMS5qcGc",
      "thumbSrc": "https://imgproxy.kitesheet.com/nZJz1CWQtvPXO2loSDCYb8Hn6iOT_FQIhwf3COWlFX4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWE4OTE0MjlhNDIvcDAwMS5wbmc",
      "thumbSrcAlt": "https://imgproxy.kitesheet.com/ZdU_cDMbwWRcgB7C0sKWh4Dn5bdDUpblODsXMtec08g/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy84MWE4OTE0MjlhNDIvcDAwMS5qcGc"
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 2,
      "slideType": "disclaimer",
      "function": "other",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/2",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-2",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "ec8b3189-2800-435c-a19b-4ce2b33cf86d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Monster",
          "beatSlug": "overcoming-monster-the-monster",
          "evidence": "Introduction to SMCI and Spruce Point's strong sell opinion",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Hook",
          "parentBeatSlug": "hook"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 3,
      "slideType": "table_of_contents",
      "function": "front_matter",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/3",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-3",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "ec8b3189-2800-435c-a19b-4ce2b33cf86d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Monster",
          "beatSlug": "overcoming-monster-the-monster",
          "evidence": "Introduction to SMCI and Spruce Point's strong sell opinion",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Hook",
          "parentBeatSlug": "hook"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 4,
      "slideType": "precedent_table",
      "function": "cite_precedent",
      "notes": "The slide uses a comparison table to establish credibility by citing past successful short campaigns.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/4",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-4",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "ec8b3189-2800-435c-a19b-4ce2b33cf86d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Monster",
          "beatSlug": "overcoming-monster-the-monster",
          "evidence": "Introduction to SMCI and Spruce Point's strong sell opinion",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Hook",
          "parentBeatSlug": "hook"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 5,
      "slideType": "executive_summary",
      "function": "front_matter",
      "notes": "Standard Spruce Point Capital Management branding.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/5",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-5",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 5,
          "from": 1,
          "beatId": "ec8b3189-2800-435c-a19b-4ce2b33cf86d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Monster",
          "beatSlug": "overcoming-monster-the-monster",
          "evidence": "Introduction to SMCI and Spruce Point's strong sell opinion",
          "position": 0,
          "confidence": 0.8,
          "parentBeatName": "Hook",
          "parentBeatSlug": "hook"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 6,
      "slideType": "executive_summary",
      "function": "frame_situation",
      "notes": "The slide uses a red-bordered callout box for the main thesis and a grid-like layout to summarize four key pillars of the short thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/6",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-6",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 7,
      "slideType": "thesis_headline",
      "function": "diagnose_problem",
      "notes": "The slide uses a sidebar-body layout to present three distinct pillars of the short thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/7",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-7",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 8,
      "slideType": "executive_summary",
      "function": "summarize",
      "notes": "The slide uses a structured list format to present four key pillars of the short thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/8",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-8",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 9,
      "slideType": "section_divider",
      "function": "transition",
      "notes": "This is a section divider slide featuring the Spruce Point Capital Management logo.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/9",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-9",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 10,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Includes a screenshot of an SEC press release and excerpts from an SEC order.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/10",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-10",
      "loopMatches": [
        {
          "to": 14,
          "from": 10,
          "name": "Pattern Hunter",
          "slug": "02-pattern-hunter",
          "bestFor": "Time-pressed audiences, building consensus, when data is strong",
          "matchId": "2c33d724-8eb1-49f3-959c-655148a6eca2",
          "evidence": "The document highlights several contradictions in SMCI's financials and business practices",
          "position": 0,
          "objective": "Highlighting contradictions in SMCI's financials and business practices",
          "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
          "confidence": 0.7,
          "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 11,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses callouts to point out specific categories of adjustments that the author deems inappropriate.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/11",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-11",
      "loopMatches": [
        {
          "to": 14,
          "from": 10,
          "name": "Pattern Hunter",
          "slug": "02-pattern-hunter",
          "bestFor": "Time-pressed audiences, building consensus, when data is strong",
          "matchId": "2c33d724-8eb1-49f3-959c-655148a6eca2",
          "evidence": "The document highlights several contradictions in SMCI's financials and business practices",
          "position": 0,
          "objective": "Highlighting contradictions in SMCI's financials and business practices",
          "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
          "confidence": 0.7,
          "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 12,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses two tables to demonstrate failure to meet aggressive targets and a callout box to highlight potential conflicts of interest.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/12",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-12",
      "loopMatches": [
        {
          "to": 14,
          "from": 10,
          "name": "Pattern Hunter",
          "slug": "02-pattern-hunter",
          "bestFor": "Time-pressed audiences, building consensus, when data is strong",
          "matchId": "2c33d724-8eb1-49f3-959c-655148a6eca2",
          "evidence": "The document highlights several contradictions in SMCI's financials and business practices",
          "position": 0,
          "objective": "Highlighting contradictions in SMCI's financials and business practices",
          "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
          "confidence": 0.7,
          "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 13,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a table-like structure to juxtapose contradictory statements from company filings and executive commentary.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/13",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-13",
      "loopMatches": [
        {
          "to": 14,
          "from": 10,
          "name": "Pattern Hunter",
          "slug": "02-pattern-hunter",
          "bestFor": "Time-pressed audiences, building consensus, when data is strong",
          "matchId": "2c33d724-8eb1-49f3-959c-655148a6eca2",
          "evidence": "The document highlights several contradictions in SMCI's financials and business practices",
          "position": 0,
          "objective": "Highlighting contradictions in SMCI's financials and business practices",
          "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
          "confidence": 0.7,
          "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 14,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/14",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-14",
      "loopMatches": [
        {
          "to": 14,
          "from": 10,
          "name": "Pattern Hunter",
          "slug": "02-pattern-hunter",
          "bestFor": "Time-pressed audiences, building consensus, when data is strong",
          "matchId": "2c33d724-8eb1-49f3-959c-655148a6eca2",
          "evidence": "The document highlights several contradictions in SMCI's financials and business practices",
          "position": 0,
          "objective": "Highlighting contradictions in SMCI's financials and business practices",
          "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
          "confidence": 0.7,
          "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 15,
      "slideType": "comparison_table",
      "function": "analyze_data",
      "notes": "The table highlights the discrepancy between GAAP/Non-GAAP income and actual cash flow, specifically calling out 'Advancement' as a pull-forward of cash.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/15",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-15",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 16,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide highlights a lack of transparency regarding a major customer concentration.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/16",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-16",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 17,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a table format to present qualitative interview feedback alongside a summary of external research findings.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/17",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-17",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 18,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/18",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-18",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 19,
      "slideType": "comparison_table",
      "function": "diagnose_problem",
      "notes": "The slide uses a red callout box to highlight the 'Stopped Disclosing' period and a bracket to indicate 'Increasing Stress'.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/19",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-19",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 20,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a combination of a line chart for shipments and a bar chart for YoY change to illustrate cyclical peaks and declines.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/20",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-20",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 20,
          "from": 6,
          "beatId": "fb4f2331-b59b-4508-9091-4407fae41e4d",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Struggle",
          "beatSlug": "overcoming-monster-the-struggle",
          "evidence": "Detailed critique of SMCI's financials and business practices",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": "Development",
          "parentBeatSlug": "development"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 21,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red box to highlight the most recent data point (Nov 2022) and a red block for missing data (2017-2018).",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/21",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-21",
      "loopMatches": [
        {
          "to": 25,
          "from": 21,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "86272711-846e-4946-a0a8-83a3bf85f034",
          "evidence": "The document emphasizes the risks of not selling SMCI stock, including financial restatement risk",
          "position": 1,
          "objective": "Emphasizing the risks of not selling SMCI stock",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 22,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red arrow to visually connect the ownership table to the calculation table, emphasizing the discrepancy.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/22",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-22",
      "loopMatches": [
        {
          "to": 25,
          "from": 21,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "86272711-846e-4946-a0a8-83a3bf85f034",
          "evidence": "The document emphasizes the risks of not selling SMCI stock, including financial restatement risk",
          "position": 1,
          "objective": "Emphasizing the risks of not selling SMCI stock",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 23,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/23",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-23",
      "loopMatches": [
        {
          "to": 25,
          "from": 21,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "86272711-846e-4946-a0a8-83a3bf85f034",
          "evidence": "The document emphasizes the risks of not selling SMCI stock, including financial restatement risk",
          "position": 1,
          "objective": "Emphasizing the risks of not selling SMCI stock",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 24,
      "slideType": "section_divider",
      "function": "transition",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/24",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-24",
      "loopMatches": [
        {
          "to": 25,
          "from": 21,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "86272711-846e-4946-a0a8-83a3bf85f034",
          "evidence": "The document emphasizes the risks of not selling SMCI stock, including financial restatement risk",
          "position": 1,
          "objective": "Emphasizing the risks of not selling SMCI stock",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 25,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a table to demonstrate the discrepancy between income statement interest expense and cash flow statement interest expense.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/25",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-25",
      "loopMatches": [
        {
          "to": 25,
          "from": 21,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "86272711-846e-4946-a0a8-83a3bf85f034",
          "evidence": "The document emphasizes the risks of not selling SMCI stock, including financial restatement risk",
          "position": 1,
          "objective": "Emphasizing the risks of not selling SMCI stock",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 26,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a color-coded legend at the bottom to distinguish between small and large deviations in the final row.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/26",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-26",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 27,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a table to perform a forensic accounting reconciliation of debt balances and interest rates.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/27",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-27",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 28,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/28",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-28",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 29,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses direct excerpts from Credit Agreement and 10-K to contrast FIFO vs Weighted Average Cost reporting.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/29",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-29",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 30,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide highlights a shift in audit rigor, specifically pointing to the 2022 audit's use of independent data specialists to verify management's inventory reserve assumptions.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/30",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-30",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 31,
      "slideType": "section_divider",
      "function": "transition",
      "notes": "Spruce Point Capital Management branding present.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/31",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-31",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 32,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/32",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-32",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 33,
      "slideType": "preempt_rebuttal",
      "function": "preempt_rebuttal",
      "notes": "The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/33",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-33",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 34,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses three line charts to show a divergence between the subject company and its peer/market indices.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/34",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-34",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 35,
      "slideType": "peer_benchmark",
      "function": "compare_peers",
      "notes": "The slide highlights SMCI's valuation relative to peers, specifically calling out Wiwynn as a comparable.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/35",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-35",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2f79335352dd",
      "docSlug": "81a891429a42",
      "documentTitle": "Super Micro Computer, Inc. (SMCI)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2023-01-10 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 36,
      "slideType": "valuation_table",
      "function": "show_valuation_bridge",
      "notes": "The slide uses a standard valuation bridge format to justify a short thesis.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2f79335352dd/36",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2f79335352dd#slide-36",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 36,
          "from": 21,
          "beatId": "931cc129-be3e-420a-b082-175b903745ac",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "The Victory",
          "beatSlug": "overcoming-monster-the-victory",
          "evidence": "Conclusion and valuation analysis",
          "position": 2,
          "confidence": 0.8,
          "parentBeatName": "Turn",
          "parentBeatSlug": "turn"
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 66,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red flag icon to denote a 'red flag' or warning about the company's claims.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/66",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-66",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 67,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red box and red arrow to visually highlight the contradiction between the table data and the historical claims list.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/67",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-67",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 68,
      "slideType": "section_divider",
      "function": "transition",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/68",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-68",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 69,
      "slideType": "preempt_rebuttal",
      "function": "preempt_rebuttal",
      "notes": "The slide uses a red flag icon and a yellow callout box to signal a warning to the reader.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/69",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-69",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 70,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red flag icon to signal a warning/contradiction.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/70",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-70",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 71,
      "slideType": "expose_contradiction",
      "function": "expose_contradiction",
      "notes": "Uses a red flag icon and a downward red arrow to visually signal a warning or contradiction.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/71",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-71",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 72,
      "slideType": "valuation_table",
      "function": "show_valuation_bridge",
      "notes": "The slide highlights a discrepancy in how operating leases are accounted for in enterprise value calculations.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/72",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-72",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 73,
      "slideType": "peer_benchmark",
      "function": "compare_peers",
      "notes": "The slide uses a peer group analysis to argue for overvaluation of TASK.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/73",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-73",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 74,
      "slideType": "valuation_table",
      "function": "show_valuation_bridge",
      "notes": "Includes qualitative observations on margin pressure and wage inflation in the right-hand column.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/74",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-74",
      "loopMatches": [
        {
          "to": 74,
          "from": 68,
          "name": "Cost Of Inaction",
          "slug": "27-cost-of-inaction",
          "bestFor": "Urgent budget requests, compliance, risk mitigation",
          "matchId": "7543e0f9-9846-46c6-8d6a-836f71f9dfbe",
          "evidence": "The presentation estimates a 25% - 50% downside risk to TASK's share price and provides valuation tables to support this claim.",
          "position": 2,
          "objective": "Highlight the downside risk of investing in TASK",
          "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
          "confidence": 0.7,
          "description": "Quantify what happens if the audience does nothing"
        }
      ],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 75,
      "slideType": "section_divider",
      "function": "transition",
      "notes": null,
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/75",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-75",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 76,
      "slideType": "comparison_table",
      "function": "compare_peers",
      "notes": "The slide uses a 'long/short' framing to contrast the 'underfollowed' long positions against the 'highly promoted' short position.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/76",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-76",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 77,
      "slideType": "preempt_rebuttal",
      "function": "preempt_rebuttal",
      "notes": "The table highlights a lack of overlapping analyst coverage across the three companies, which the author uses to justify their thesis of market inefficiency.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/77",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-77",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 78,
      "slideType": "preempt_rebuttal",
      "function": "preempt_rebuttal",
      "notes": "The slide uses a 'preempt_rebuttal' style to frame the company's performance as 'fantastic' while highlighting specific financial beats.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/78",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-78",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 79,
      "slideType": "valuation_table",
      "function": "show_valuation_bridge",
      "notes": "Includes pro forma adjustments for PK acquisition.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/79",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-79",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    },
    {
      "docId": "019dd923-622c-750b-8b99-2905b0287b60",
      "docSlug": "87c1ab1e2597",
      "documentTitle": "TaskUs, Inc. (TASK)",
      "authorId": "54_Spruce_Point_Capital",
      "authorName": "Spruce Point Capital Management",
      "documentKindSlug": "activist-deck",
      "documentKindLabel": "Activist deck",
      "sourceTypeSlug": "short_seller",
      "sourceTypeLabel": "Short seller",
      "presentationDate": "2022-01-20 00:00:00",
      "orientation": "landscape",
      "aspectRatio": 1.3333334,
      "pageNumber": 80,
      "slideType": "valuation_table",
      "function": "quantify_opportunity",
      "notes": "Includes specific adjustments for debt, NCI, and cash to arrive at equity value.",
      "imagePath": null,
      "matchCount": 1,
      "evidence": null,
      "slideHref": "/slides/019dd923-622c-750b-8b99-2905b0287b60/80",
      "deckHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60",
      "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-2905b0287b60#slide-80",
      "loopMatches": [],
      "arcBeatMatches": [
        {
          "to": 80,
          "from": 6,
          "beatId": "aaba061d-8594-4dac-999c-686f29277072",
          "arcName": "Overcoming the Monster",
          "arcSlug": "overcoming-monster",
          "beatName": "Expose Contradiction",
          "beatSlug": null,
          "evidence": "The majority of the presentation is dedicated to exposing contradictions and concerns about TASK's financials, management, and market position.",
          "position": 1,
          "confidence": 0.8,
          "parentBeatName": null,
          "parentBeatSlug": null
        }
      ],
      "imagePathAlt": null,
      "thumbSrc": null,
      "thumbSrcAlt": null,
      "locked": true
    }
  ]
}