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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 3,931-3,960
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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3,931-3,960 of 10,649

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01
Slide 1
The slide uses a visual metaphor of a person being buried in concrete to imply financial wrongdoing.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
02
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
04
This is the primary thesis slide for the short report, outlining the three main pillars of the attack: growth deceleration, cash flow deception, and accounting manipulation.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Hook1 hit
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
08
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
37
The slide uses a red box to highlight the 'Regression' scenario as the primary focus of the activist thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Resolution1 hit
44
The slide uses a red flag icon and a red dashed box to highlight the anomaly in Q1 2014.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses red boxes and arrows to highlight specific accounting inconsistencies in SEC filings.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a dual-axis chart combining bar charts for absolute dollar values and a line chart for percentage of net income.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Includes a red box callout highlighting Q4 2013 operating margins.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses red flag icons to visually emphasize negative financial indicators.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a red-text callout to emphasize the 'red flag' nature of the data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a red flag icon to signal caution regarding accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red flag icon and a red arrow to visually connect the CFO's history to the 3Com litigation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a 'gotcha' approach by citing a specific job requisition to infer operational or compliance issues.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Spruce Point Capital Management branding (pine tree logo).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
The slide uses a red box to highlight the 2014 conference schedule as a point of comparison against historical data.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a side-by-side comparison to discredit the company's chosen peer group.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a direct comparison framework to systematically dismantle four key investment pillars.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a classic activist short thesis slide, framing the company's core business as failing and its growth prospects as negligible.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
61
The slide uses red boxes to highlight specific high percentages of sales/marketing expense in 2012 and 2013.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The table includes financial metrics such as revenue growth, EPS growth, gross/EBITDA margins, and valuation multiples (P/E, EV/EBITDA, EV/Sales, P/B).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a 'villain' framing by highlighting IRBT in red against a peer group in blue.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Includes patent value adjustments and debt/cash adjustments to arrive at equity value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit