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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 6,901-6,930
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

6,901-6,930 of 10,649

filter-aware
10
The slide uses a red flag icon to emphasize the negative nature of the changes listed.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a narrative-heavy format to build a case for short-selling based on governance, accounting, and valuation concerns.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate leverage ratios.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses the 'duck test' idiom to imply fraud or accounting irregularities.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses the 'contrast-pairs' framework to highlight the gap between Buffett's stated values and FND's operational reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a visual 'red flag' icon and a large 'X' to emphasize the negative nature of each point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a rhetorical question to frame the upcoming argument.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a table-like structure to contrast FND's official statements with the reality of executive compensation and whistleblower testimony.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a contrast-based argument to frame the CEO's behavior as excessive.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses red underlining and arrows to connect the executive's biography to specific past corporate failures.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Uses a red box to highlight the false claim in the company bio and a red box to highlight the 'Lapsed' status in the verification record.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Uses a side-by-side comparison to highlight similarities in business strategy language between a failed company and the target company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
23
Uses a red arrow to link the CEO's quote to the 2004 sales figure and a red box to highlight the inflection point in store growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
24
The slide uses a 'villain' framing to attack the credibility of a specific board member.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
25
Uses screenshots of press releases/filings as evidence of past restatements.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
26
Spruce Point Capital Management branding (pine tree logo).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
27
Uses a combination of a bar chart for historical growth and a table of quotes to expose management contradictions.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
28
Uses a 'before-after' framing to contrast management's IPO narrative with subsequent reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
29
The slide uses a reconstruction methodology to isolate new store sales from Spartan Surfaces sales.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses a Q&A format between an analyst and an executive to highlight concerns about FND's growth strategy and core focus.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
31
The red block explicitly highlights the missing data points.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The table highlights a shift in store opening strategy towards lower-income areas and introduces a new $1m dice roll promotion.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a callout box to highlight the trend of opening stores in lower-income areas.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Uses a comparison table format to contrast historical disclosure with recent commentary.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a table to show the transition from specific YoY growth percentages to qualitative descriptors like 'strong sales' and 'significantly above'.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a table format to present a dialogue between an analyst and an executive.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
The slide highlights a pattern of management failing to meet its own capex guidance, suggesting poor business control.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a table to demonstrate the trend of rising capex per store and the subsequent lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a red-box highlight to draw attention to specific data anomalies (2020 spike and 2022-2023 disclosure gaps).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit