slides · global inventory
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Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 26,550
Current window 1,081-1,110
Pages 885
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1,081-1,110 of 26,550
11
The slide uses a list-based table format to systematically dismantle sell-side optimism.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
12
Uses a 'before-after' style narrative to link a hire to a previous 'villain' critique.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
13
The slide features the Spruce Point Capital Management logo (the pine tree).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
14
Uses a 'before-after' or 'promise-vs-reality' structure to highlight failure.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
15
Uses a red arrow to link the company's stated goal (50-75 bps) to the executive's critique of that goal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
16
Uses a side-by-side comparison of company claims vs. internal expert testimony.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
17
Uses a 'CEO Quote Contradiction' framework to highlight the gap between corporate narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
18
Uses a 'Spruce Point Question' vs 'Former Xylem Executive Response' format to highlight operational dysfunction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
19
The slide uses red boxes to highlight specific data points (negative gross additions and declining depreciation) to support the activist thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
21
The slide uses a red callout box to frame the data as evidence of failing digital ambitions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
22
Uses a visual comparison of executive titles to expose a potential lie or misstatement by the CEO.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
23
The slide uses a 'before-after' visual comparison of financial reporting transparency.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
24
The slide uses a Q&A format to highlight internal operational failures.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
25
Includes a red callout box highlighting the contradiction between management's claims of 'no excess inventory' and the rising DIO metrics.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
26
The slide uses a table to track qualitative (X) and quantitative (%) factors affecting gross margin over time, highlighting a specific period where costs outpaced pricing.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
27
The slide uses a red box to highlight the Q1 2023 inventory metric and a callout box to emphasize it as an all-time annual high.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
28
Uses a table to contrast reported balance sheet cash with 'available' liquidity, highlighting a specific Q1 2023 discrepancy.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
29
The slide uses a direct quote from Xylem's 2022 Annual Report to frame the cash flow quality as suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
30
Xylem Inc. (XYL)Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
24
Uses a bubble chart to frame China as a massive opportunity, contrasted against a timeline of CEO quotes that highlight the gap between expectation and reality.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
25
The slide uses a combination of text-based evidence and photographic proof to undermine the company's narrative regarding its China operations.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
26
Uses a combination of channel check photo evidence and transcript excerpts to undermine management's explanation for regional underperformance.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
27
WD-40 Company (WDFC)WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
28
Includes a testimonial-style quote from a former employee and photographic evidence of shelf placement.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
29
The slide uses photographic evidence of shelf pricing and website screenshots to demonstrate price erosion.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
30
Uses visual evidence (photos) to demonstrate price undercutting by store brands.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
31
Uses photographic evidence to argue competitive disadvantage for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
32
Uses visual evidence of shelf pricing to demonstrate competitive threat from private label products.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Uses visual evidence (photo) and price comparison to frame Walmart as a competitive threat.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
34
Uses a mix of Amazon reviews and primary research quotes to build a case for product superiority.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits