slides · global inventory
Overcoming Monster
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Matching slides 10,649
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6,841-6,870 of 10,649
42
The slide uses a precedent to validate the thesis that WSP is engaging in similar accounting practices.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a 'CEO quote vs reality' structure to highlight the contradiction.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Includes Spruce Point Capital Management logo (the tree).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses a two-column layout to contrast corporate policy with specific allegations.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a 'villain' framing by highlighting redactions as evidence of malfeasance.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses a screenshot of a corporate filing to prove the existence of a hidden subsidiary.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses red underlining to highlight specific text in the quoted excerpt from the WSP Annual Report.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Uses a comparative structure to contrast two different earnings call transcripts.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses red boxes to highlight specific line items in the cash flow statement and a callout box to emphasize the lack of footnote disclosure.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses side-by-side comparison of Yahoo Finance and Bloomberg data to highlight reporting discrepancies.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
52
Uses a 'before-after' style logic to expose management's aggressive accounting.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The chart uses a reclassification methodology to adjust WSP's cash flow metrics for comparison.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
54
The slide highlights a specific accounting error where intercompany loan cash flows were misclassified, requiring a restatement in the 2022 report for the 2021 comparative figures.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a red line to visually connect the reported 1.5x ratio to the adjusted 2.3x ratio.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
WSP Global Inc. (WSP)WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a table to link specific audit committee members to their past roles and associated governance/financial concerns.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a red box to highlight the former CEO's disproportionate ownership compared to other directors.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
The slide uses a red box to highlight the specific clause that was removed.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
Uses red boxes and arrows to connect table data to specific critical questions/contradictions.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Uses red callout boxes to highlight specific metric definition changes that favor management.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the tree).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a table of analyst ratings and a pie chart to highlight the consensus 'Buy' sentiment, which the author intends to challenge.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a table to document specific share transactions, highlighting a large divestment in November 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Uses a direct 'claim vs. challenge' layout with red callout boxes to highlight discrepancies.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The table highlights WSP's premium valuation multiples (EV/Sales and EV/EBITDA) relative to peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
67
The slide uses a bar chart comparison to show WSP (in red) trading at a premium to the peer group average (orange line).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The table calculates equity value and share price across four scenarios (Low/Street for both Sales and EBITDA multiples).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a 'guilt by association' framing to undermine the credibility of the current leadership team.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
10
The slide uses a three-part structure to debunk specific growth narratives associated with the company.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
11
The slide uses a sidebar-body layout common in activist investor presentations to highlight key risks.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit