Matching slides 26,550
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16,081-16,110 of 26,550

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Uses a 'quote vs. reality' structure to highlight management hypocrisy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Plug Power Inc. (PLUG)Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a red arrow to connect the adoption of accounting standards to the valuation spike.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses a red box highlight on the table and chart to emphasize the impact of the accounting change post-Q3 2018.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to highlight a specific line item (Right-of-Use Asset Depreciation) as a questionable add-back.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a bar chart to compare reported FCF vs. Spruce Point's adjusted FCF, highlighting the discrepancy caused by restricted cash accounting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two bar charts to illustrate the deterioration of financial health over time, specifically highlighting the divergence between reported metrics and the analyst's adjusted view.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses two bar charts to correlate financial engineering (leasebacks) with revenue performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
The slide uses a line chart and a data table to contrast reported vs. adjusted EPS, highlighting the discrepancy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
17
The slide highlights a recent upward trend in the cash conversion cycle as evidence of business weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
18
Uses direct quotes from earnings calls to establish a pattern of behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
19
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
20
Includes company overview, market data, financial metrics, credit ratings, and segment-specific breakdowns for Retail, REIT, and Financial Services.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
21
Uses a screenshot of the Canadian Tire website to illustrate the lack of focus.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
22
Uses a 'before-after' or 'contradiction' framing to highlight management failure to execute stated strategy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Combines a bar chart (store count) with line charts (SSS growth) to show the inverse relationship between store count and SSS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a map to visually demonstrate the 'villain' of intense local competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
The slide uses red circles and arrows to highlight the close physical proximity of competitors to Canadian Tire stores, emphasizing market saturation and competitive pressure.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
The slide uses visual arrows to highlight the proximity between competitors.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a grid layout to contrast different competitors' statements, highlighting the threat of increased competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
The slide uses a pie-chart-based visual scale to represent competitive strength, ranging from empty (weakness) to full (strength).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
The slide uses red arrows to visually link the higher Canadian Tire price to the lower competitor price for each item.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
The slide uses a 'villain' framing by highlighting the lack of free shipping as a competitive weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
31
Includes a line chart of CTC's gross margin, a table calculating potential profit loss, and social proof from Gasbuddy.com.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit