slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
Current window 5,431-5,460
Pages 355
Rows per page 30
Arc
5,431-5,460 of 10,649
16
Uses red arrows to point out specific discrepancies between press releases and presentation materials.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses red arrows and a red callout box to emphasize the discrepancy between the $15B+ claim and the $13B+ / $14.5B figures.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a red flag icon to draw attention to the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
Uses a red flag icon to denote the activist's 'warning' or 'contradiction' finding.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses a red box to highlight the core thesis and red bars/annotations to emphasize the negative trends.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
21
Uses Wayback Machine screenshots as evidence of historical website changes.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
22
The slide uses a 'before-after' comparison to expose a contradiction in the company's market sizing narrative.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
23
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
24
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
25
The slide uses a red box to highlight the cessation of 'ARPU (customer)' reporting and the shift to 'ARPU (locations)'.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
26
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
27
Uses a red flag icon to signal a warning/red flag to investors.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
28
The slide uses a red flag icon to signal a warning or contradiction in the company's reported financial performance.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
29
Uses a contrast-pairs framework to highlight the discrepancy between LSPD's messaging and its peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
30
Uses a red flag icon and red arrows to draw attention to the discrepancy in the company's own investor presentation.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
31
Uses red-bordered callouts to highlight negative sentiment or critical data points regarding the competitor.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
32
Uses red callout boxes to highlight contradictory statements from executives.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
33
Uses a red arrow to visually connect the 'Omitted' text in the Post-IPO section to the original text in the At-IPO section.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
34
Uses red boxes and a blue arrow to visually connect the inconsistent data points.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
35
Uses red boxes and arrows to point out specific accounting changes in financial tables.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
36
Spruce Point Capital Management branding (pine tree logo).Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
37
Uses a red flag icon to signal a critical finding.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
38
Uses a red flag icon to highlight the thesis and a testimonial to support the claim.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses a Q&A format to present expert testimony.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
40
Includes a screenshot of a tweet and a block quote from an interview.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
01
The slide uses a visual metaphor (dog, cockroach, rat) to imply escalating severity of the target's issues. The 'High Risk Merchant' alert is a key piece of evidence.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Attention-grabbing headline1 hit
05
Features the Spruce Point Capital Management logo (pine tree).Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentation1 hit
06
The slide uses a vertical red arrow as a visual anchor for the key pillars of the argument.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
07
Uses red arrows to connect specific executive allegations to the broader narrative of corporate malfeasance.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
08
Uses a vertical arrow structure to denote two distinct investigative pillars.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit