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 1,141-1,170
Pages 885
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1,141-1,170 of 26,550
14
The slide uses a table to highlight the decline in software/computer equipment investment compared to other asset classes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
15
Uses red boxes and arrows to highlight specific changes in terminology and potential conflicts of interest.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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16
Uses a 'before-after' comparison of press release headlines to imply corporate obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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17
Uses a contrast-pairs framework to show the discrepancy between the original and new press release quotes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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18
The slide uses a call-and-response format to validate market dominance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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19
Uses a side-by-side comparison of pie charts to visually demonstrate lack of change over a 4-year period.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
20
The slide uses a table to contrast management's frequent use of the term 'backlog' with the activist's claim that it is an unstable and undefined metric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
21
The slide uses a combination of management quotes and a line chart to suggest potential earnings overstatement through under-reserving for bad debts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
22
The slide uses a table-like structure to categorize qualitative feedback from former executives into three distinct business headwinds.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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50
The slide uses a table to contrast acquisition costs, goals, and intangible asset amortization periods to support a thesis of speculative M&A.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
51
The slide uses a 'ceo-quote-contradiction' framework to undermine the company's reported cash flow metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
52
The slide highlights the discrepancy between reported leverage and Spruce Point's adjusted leverage metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
53
The slide uses a table to demonstrate financial inefficiency in M&A activity.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
54
Uses a 'CEO quote contradiction' framework to highlight the gap between management's growth narrative and market reality.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
55
Uses red arrows to highlight the change in navigation hierarchy.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
56
Uses a screenshot of a website as evidence of a contradiction in the company's marketing/positioning.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
57
The slide uses a table to demonstrate executive turnover post-acquisition, a common tactic in activist investor decks to suggest management instability or loss of institutional knowledge.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
58
The slide uses a table to track the departure of key personnel to suggest instability or poor integration post-acquisition.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
59
Uses Wayback Machine screenshots to highlight stagnant customer count claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
60
Uses a red box and arrow to highlight the contradiction between the narrative and the accounting treatment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
61
The slide highlights high executive turnover as a negative indicator of post-merger integration success.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
62
Uses a red arrow to link a specific line item in the financial table to the Spruce Point observations.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
63
The slide uses a table to document executive departures and a narrative paragraph to connect a specific executive to a struggling client (Estee Lauder).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
64
The slide uses a table to demonstrate a 'brain drain' of Fetch executives following the acquisition.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
65
Uses red arrows to visually connect data points from the left table to the right table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
66
The slide uses color-coded highlights (green for positive, yellow for neutral/vague, red for negative) to track the evolution of management sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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67
Uses Wayback Machine evidence to prove product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
68
Uses red 'X' overlays to visually communicate product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
69
Uses red boxes and arrows to annotate changes between two side-by-side slide screenshots.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
70
Uses a table format to contrast analyst questions with vague CEO responses.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits