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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 16,561-16,590
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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16,561-16,590 of 26,550

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28
Erie Indemnity Company (ERIE)Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
29
The slide uses a table to compare financial metrics and highlights Erie Insurance's performance with specific callout boxes.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
30
The table compares P/E ratios for 2024E and 2025E across a peer group of P&C companies with >$14bn market cap.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
31
The slide uses a red-bordered callout box to highlight specific rows in the table (DWP growth and Management Fee) that are being adjusted downward by Spruce Point.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
32
Uses a red 'not equal' symbol to visually emphasize the discrepancy between the two data sources.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
33
The slide uses a candlestick chart to illustrate the negative market reaction to a specific corporate decision.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
34
Uses a candlestick-style chart to show quarterly P/E ratio volatility.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
35
The slide uses a valuation bridge approach to justify a 35-55% downside by applying peer-comparable P/E multiples to 2025E EPS.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
01
Slide 1
The image uses a pun on 'asphalt' (as-faulty) and depicts a road construction scene, likely implying the company is about to be 'run over' or is in a dangerous position.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
04
Includes a stock chart with a callout annotation marking the warning date.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
05
Standard Spruce Point Capital Management branding.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
06
The slide uses a red-bordered callout box for the primary thesis and a two-row table for supporting arguments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
07
The slide uses a sidebar-body layout common in activist decks to present a series of red flags.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
08
This is a classic activist investor thesis slide, setting the stage for the subsequent critique.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
09
The slide uses red arrows to highlight the shifting language across three distinct time periods (2020, 2022, 2024).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
Uses color-coded highlighting to emphasize specific phrases in management quotes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
11
The slide uses two tables to categorize PE activity into 'ROAD's Markets' and 'Other Markets'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
12
The slide uses three side-by-side table excerpts to show the progression of the company's ranking and eventual disappearance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
13
The slide highlights the removal of 'Construction Partners' from the 2024 list compared to its #94 position in 2023.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
14
The slide uses red highlighting to emphasize the gap between guidance and actual performance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide uses red boxes to highlight specific losing bids by Wiregrass Construction Company.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
16
Uses a screenshot of a DOT bid document to highlight Ferebee's underperformance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
17
Uses red arrows and highlights to draw attention to specific data points and text contradictions.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
18
Uses a specific precedent (Granite Construction) to frame the high DSO as a red flag for potential accounting fraud.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
19
The slide uses a before-and-after comparison to show how the company's financial reporting metrics have shifted over time.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
20
The slide uses a table to demonstrate the discrepancy between two different FCF calculation methodologies over an 8-year period.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
21
Uses a 'before-after' comparison of 10-K language to highlight potential revenue manipulation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
22
The slide uses a direct excerpt from a 10-K filing to frame a concern about revenue recognition practices.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
23
The slide uses a specific formula for ROCE (Adj. EBIT / Capital Deployed) to highlight the decline.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
24
The slide uses data tables to contrast performance metrics and highlight negative trends in volume and pricing.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit