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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 5,701-5,730
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

5,701-5,730 of 10,649

filter-aware
72
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence1 hit
73
Uses red boxes to highlight missing disclosures and a callout box to emphasize the high rate of executive turnover.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence1 hit
74
Uses a red box to highlight specific line items in a tax document and red text to emphasize director affiliations.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence1 hit
75
Uses a red flag icon to highlight the conflict of interest.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence1 hit
76
The slide uses a red flag icon to emphasize the warning.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
77
The slide uses a combination of tables and a quote to suggest a contradiction between the CEO's stated mission and his personal financial behavior.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
78
The slide uses a rhetorical question to frame the lack of a clawback policy as a governance failure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
79
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
80
The slide uses a specific SEC filing excerpt to cast doubt on management's outlook.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
81
The slide highlights discrepancies between market data and Spruce Point's adjusted figures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
82
Includes a 'SP Adjusted' row for C3.ai to demonstrate the impact of a 20% revenue haircut.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
83
The slide uses a red flag icon to emphasize the bearish thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
84
The slide uses a red callout box to highlight the discrepancy between sell-side growth projections and the firm's own backlog analysis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
85
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
86
The slide uses a table to perform a financial reconciliation and includes a callout box to emphasize a specific trend in the data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
87
The table tracks revenue burn and contract amendments over time, showing the transition from original contract terms to subsequent amendments.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
88
The slide uses a red box to highlight the 'All Other Customers' GM% row, emphasizing the mid-60% margin figure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
01
Slide 1
The imagery uses the 'canary in the coal mine' metaphor, implying danger or impending collapse.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
02
Alpha Metallurgical Resources, Inc. (AMR)Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a table to establish credibility by showcasing past successful short-selling campaigns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
04
The slide uses a standard TOC format for an activist short report, highlighting specific areas of alleged financial misconduct.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
05
Alpha Metallurgical Resources, Inc. (AMR)Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
06
The slide uses a timeline-annotated stock chart to build a narrative of corporate malfeasance.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
07
The slide uses a red flag icon to draw attention to the primary claim.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
08
Includes screenshots of legal complaint documents with red underlines highlighting key allegations of fraud and misrepresentation.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
09
The slide uses a vertical red arrow to indicate a downward trajectory or negative outlook, reinforcing the 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a vertical red arrow on the left to imply a downward trajectory or 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
11
Uses a vertical red arrow as a visual anchor for the five key points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
Uses a red flag icon to signal accounting concerns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
13
Spruce Point Capital Management branding.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit