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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 1,201-1,230
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

1,201-1,230 of 26,550

filter-aware
101
The slide highlights a divergence between insider behavior and institutional ownership trends.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
102
Uses a table to contrast board meeting frequency against compensation and board size over time, highlighting a drop in 2023.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
103
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
104
Uses a 'before and after' comparison of slides to show the removal of content.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
105
The slide uses a table of analyst ratings and a pie chart to visualize the distribution of sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
31
Spruce Point Capital Management branding (tree logo).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
32
The slide highlights the transition from GCR (General Contractor Relationship) to ODR (Owner-Direct Relationships) segments.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
33
The slide uses a critical tone, questioning management's acquisition strategy and quality of earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
34
The slide uses a bar chart and a supporting data table to highlight the divergence between ODR growth and GCR decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
41
Uses red-line emphasis to highlight management's claims of 'recurring revenue' against the author's thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
42
The slide uses a comparison of two bar charts to show growth in two revenue streams, highlighting the lack of data post-2018.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
43
The slide uses a red box to emphasize the Q1'25 data point as a negative indicator.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
44
LMB is highlighted in orange to distinguish it from peers.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
45
The slide uses red boxes to emphasize the specific data points that were previously disclosed but are now omitted.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
46
The slide uses a table to highlight the outlier status of Kent Island Mechanical compared to other acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
47
The slide uses a red highlight to draw attention to the 8% margin of Pioneer Power and the adjusted 11.1% LTM EBITDA margin.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
48
The slide uses a list-based comparison to show what was previously disclosed.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
49
The slide uses a reverse-chronological table to highlight the reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
50
The slide uses a red box to highlight the contradiction between the company's claims and the lack of disclosure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
51
Uses red boxes to highlight removed disclosures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
52
The slide uses a table to contrast the limited metrics provided against the lack of granular detail.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
53
Includes a red-line emphasis on a specific risk disclosure from the company's 10-Q.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
54
Uses a red 'X' over the Limbach growth outlook to signify it is no longer referenced.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
55
This is a cover-style thesis slide for a short-seller research report.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
56
The slide uses a table to demonstrate that fixed-price revenue no longer equals GCR segment revenue in 2024, contradicting historical patterns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
57
The slide uses a calculation to derive the implied fixed-price revenue in the ODR segment and contrasts it with the company's stated segment definitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
58
The slide highlights aggressive accounting practices where management estimates for projects in-progress are adjusted to inflate earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
59
The slide uses a 'before' table and a 'current' narrative to demonstrate a reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
60
The slide uses a table to bridge reported EBITDA to a more conservative adjusted figure, highlighting specific line items like finance leases and transaction costs.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
61
The slide uses a red-line emphasis to highlight the removal of the 'Non-cash' descriptor in financial reporting.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits