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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 5,671-5,700
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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5,671-5,700 of 10,649

filter-aware
42
The slide uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
43
The slide uses red boxes to highlight specific data points that support the thesis of accounting manipulation.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
44
The slide uses a forensic accounting argument to suggest 'cookie jar' accounting practices.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
45
The slide contrasts the 1Q'21 disclosure (fixed commitments) with the 2Q'21 disclosure (modified commitments) and the new 10-Q risk factor.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
46
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
47
The slide uses a timeline and two tables to contrast reported vs. unreported sales, alleging regulatory non-compliance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
48
The slide uses a Q&A format to build credibility and expose potential business risks.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
49
Uses a 'Company Promotion' vs 'Spruce Point Reality' comparison frame to expose a contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
50
Uses two tables to demonstrate the discrepancy between implied growth expectations and actual backlog trends.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
51
The slide uses a Bloomberg terminal screenshot to demonstrate the lack of downward revision in consensus estimates following the December 2, 2021 disclosure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
52
Spruce Point Capital Management branding (pine tree logo).C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
53
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
54
Uses screenshots of a live chat with an HPE virtual assistant to demonstrate the lack of internal knowledge or integration.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
55
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
56
Uses a red flag icon to denote a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
57
Uses screenshots of a live chat transcript to demonstrate lack of product knowledge by Microsoft sales staff.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
58
Uses a red flag icon to signal a warning/contradiction. The diagram maps the flow of funds and alliances between C3.ai, Microsoft, and the DTI.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
59
Uses a red flag icon to denote a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
60
The slide uses a red flag icon and red borders to emphasize the excessive nature of the lease expansion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
61
Uses red flag icon and red boxes to highlight the contradiction between management claims and public data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
62
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
63
Uses red flag imagery to emphasize the activist's skepticism regarding corporate governance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
64
Uses Wayback Machine screenshots to demonstrate the contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
65
This is a character attack/reputational risk slide common in activist short reports.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
66
The slide uses a red arrow to highlight the specific 'YES' answer in the court document.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
67
The slide uses a red border to emphasize the negative findings regarding the CFO's past performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
68
The slide uses a 'CEO quote vs reality' structure to undermine management credibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
69
Uses a Q&A format to highlight management issues and potential fraud/misrepresentation of sales pipeline.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
70
The slide uses a red flag icon to signal a warning about the accounting team's composition.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
71
The slide uses external validation (Glassdoor) to reinforce internal findings from interviews.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence1 hit