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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 91-120
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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91-120 of 26,550

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29
The slide uses a combination of quantitative compensation data and qualitative sentiment analysis to argue that Zebra's cost-cutting on labor is a competitive disadvantage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
30
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
31
The slide uses a timeline to frame Zebra's narrative of evolution into a 'solutions provider', with a red circle highlighting a specific product milestone.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
32
Uses a 'before-after' style comparison of corporate disclosures and analyst Q&A to suggest management is downplaying RFID performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
33
Uses color-coded highlights to emphasize specific claims by management.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
34
Uses a red callout box to highlight the specific point of contention in Zebra's marketing material.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
35
Uses a screenshot of a Google search result as primary evidence of competitive threat.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
37
Uses red lines to visually connect names in the Zebra 10-K text to the Impinj partner logo grid.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
38
Uses a side-by-side comparison to contrast concrete performance data with management rhetoric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
39
Uses direct quotes from earnings calls and 10-Q filings to contrast management's narrative with financial results.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
40
Uses a 'CEO Quote Contradiction' framework to highlight a discrepancy between management claims and external evidence.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
41
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
42
Uses a 'CEO quote contradiction' framework to highlight the gap between corporate messaging and operational reality.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
43
Uses a screenshot of Zebra Technologies' venture capital website as evidence of the 'villain' behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
44
Uses red boxes to highlight specific periods of accounting change and recent impairment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
45
Uses red annotations to highlight the shift in accounting language.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
46
The slide uses a grid of sparkline-style area charts to demonstrate negative growth trends across multiple portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
47
The slide uses news headlines and employee growth charts to support the narrative of struggling portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
48
The slide highlights positive employment growth metrics for a subset of the portfolio.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
49
Spruce Point Capital Management branding (pine tree logo).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
35
Spruce Point Capital Management research note; highlights the discrepancy between reported growth and organic segment performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
36
The slide uses a 'Spruce Point Capital Management' branding and provides a detailed breakdown of acquired vs. organic revenue across fiscal years and quarters.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
37
The slide uses a 'preempt_rebuttal' strategy to invalidate the company's reported revenue growth by isolating organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
38
Uses a table to reconstruct revenue impact and contrasts it with a quote from the company's 10-K.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
39
The slide uses a 'Backlog Coverage' metric to argue that the company's growth momentum is slowing down.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
40
The slide uses a red highlight to emphasize the absence of the disclosure in the most recent period.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction3 hits
08
The slide uses investigative due diligence to challenge the valuation and tenant disclosure of a specific real estate asset.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction3 hits
09
Includes a map of the facility, property tax assessment data, and a narrative regarding a significant price premium paid by IIPR.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction3 hits
10
Uses Google Street View and investigator photos to document property state.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction3 hits