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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 5,611-5,640
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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5,611-5,640 of 10,649

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01
Slide 1
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.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
02
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
03
The slide uses a comparative table structure to validate the firm's thesis-driven research methodology.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
04
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
05
Standard Spruce Point Capital Management branding slide.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
06
The slide uses a vertical red arrow visual to connect the thesis summary to specific evidence points.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
07
Uses a vertical arrow process flow to contrast 'Pattern of Announcing Partnerships' with 'Limited Traction' and 'Baker Hughes Contract' issues.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
08
The slide uses a red arrow visual to denote a downward trajectory or negative critique of the company's financial health.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
09
Uses a vertical red arrow on the left to categorize governance failures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
10
Includes a vertical sidebar summarizing the core pillars of the short thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
11
The slide uses a 'Warning' callout to establish a pattern of behavior by the CEO, referencing a specific SEC case.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
18
Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a red callout box to highlight the 'Stopped Disclosing' period and a bracket to indicate 'Increasing Stress'.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses a combination of a line chart for shipments and a bar chart for YoY change to illustrate cyclical peaks and declines.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a red box to highlight the most recent data point (Nov 2022) and a red block for missing data (2017-2018).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually connect the ownership table to the calculation table, emphasizing the discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
24
Super Micro Computer, Inc. (SMCI)Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between income statement interest expense and cash flow statement interest expense.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a color-coded legend at the bottom to distinguish between small and large deviations in the final row.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a table to perform a forensic accounting reconciliation of debt balances and interest rates.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
29
Uses direct excerpts from Credit Agreement and 10-K to contrast FIFO vs Weighted Average Cost reporting.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
30
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.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
31
Spruce Point Capital Management branding present.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
Uses three line charts to show a divergence between the subject company and its peer/market indices.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide highlights SMCI's valuation relative to peers, specifically calling out Wiwynn as a comparable.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a standard valuation bridge format to justify a short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit