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 5,641-5,670
Pages 355
Rows per page 30
Arc
5,641-5,670 of 10,649
12
Uses a red flag icon to signal risk/activist concern. The diagram uses arrows to imply directionality of payments or influence.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
13
The slide uses the Spruce Point Capital Management logo (the tree).C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive media promotion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
15
The slide uses a line chart to visualize the correlation between the company's name changes and the decline of previous buzzwords.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
16
Uses a table to adjust reported bookings by removing Baker Hughes revenue to show underlying performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
17
Uses red boxes and lines to visually connect contradictory data points.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
18
The slide uses three distinct industry landscape maps (DevOps.com, Firstmark, CB Insights) to visually demonstrate C3's invisibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
19
The slide uses a red flag icon to signal a warning or negative finding.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
20
Uses a red flag icon to signal warning; highlights specific jumps in TAM valuation with callout boxes.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
21
Uses CEO quotes to frame the contradiction against the quantitative market share data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
22
Uses a red flag icon to signal the contradiction; includes specific quotes from the CEO and historical financial data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
23
Uses visual evidence (screenshots) to highlight a shift in corporate messaging.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
24
Uses a 'villain' framing technique to highlight management dishonesty.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
25
Uses a timeline-style flow to show changing terminology, followed by two tables demonstrating the data gaps and growth deceleration.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
26
Uses a chronological list of quotes to demonstrate the shift in definition.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
27
The slide uses a chronological layout to show the evolution of marketing language, with red callouts highlighting discrepancies and risks.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
28
Uses a red flag icon to signal the core contradiction/accusation.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
29
The slide uses a Q&A format to present qualitative evidence of management and market-fit issues.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
30
The slide uses a Q&A format to undermine company narrative.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
31
The slide uses a red-bordered callout box to highlight the contradiction between the company's self-promotion and its absence from institutional portfolios.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
32
Spruce Point Capital Management branding (pine tree logo).C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
33
The slide uses a red flag callout to emphasize the core thesis of a troubled relationship.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
34
Includes a CEO quote callout at the bottom.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
35
The slide uses red dashed boxes to highlight the shift in peak revenue targets from $170m in 2022 to $125m in 2025.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
36
The slide uses a red flag callout to highlight the degradation of signatory seniority.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
37
The slide uses a comparison table to expose what the activist perceives as a lopsided contract amendment.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
38
Uses red flags and callout boxes to highlight specific problematic clauses in legal/financial documents.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
39
Uses a direct quote from the CEO to frame the contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
40
Uses a comparison table/layout to contrast contract language with SEC filings.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
41
Uses red flags and boxes to draw attention to the discrepancy between reported margins and cost descriptions.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit