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slides · global inventory

Development

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

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Matching slides 11,188
Current window 6,121-6,150
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
18 30 60

Beat

6,121-6,150 of 11,188

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06
The slide uses a red-bordered callout box for the main thesis and a grid-like layout to summarize four key pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
07
The slide uses a sidebar-body layout to present three distinct pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a structured list format to present four key pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
09
This is a section divider slide featuring the Spruce Point Capital Management logo.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
10
Includes a screenshot of an SEC press release and excerpts from an SEC order.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses callouts to point out specific categories of adjustments that the author deems inappropriate.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses two tables to demonstrate failure to meet aggressive targets and a callout box to highlight potential conflicts of interest.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
13
Uses a table-like structure to juxtapose contradictory statements from company filings and executive commentary.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
15
The table highlights the discrepancy between GAAP/Non-GAAP income and actual cash flow, specifically calling out 'Advancement' as a pull-forward of cash.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide highlights a lack of transparency regarding a major customer concentration.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a table format to present qualitative interview feedback alongside a summary of external research findings.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a red callout box to highlight the 'Stopped Disclosing' period and a bracket to indicate 'Increasing Stress'.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses a combination of a line chart for shipments and a bar chart for YoY change to illustrate cyclical peaks and declines.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a red flag icon to signal a warning/contradiction. Highlights Heska's low R&D spend relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a red flag icon to highlight the contradiction between market perception and reality.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a 'before and after' comparison to undermine a CEO quote.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
39
Uses a red flag icon to denote a warning or contradiction. The slide structure uses a table to contrast CEO quotes with a regulatory filing.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
40
Uses a red flag icon to denote a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
41
Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
42
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
43
This is an activist short-seller report slide challenging the technological value proposition of a company's new diagnostic equipment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
The slide uses screenshots of a scientific study and a retail product page to provide evidence for the claim.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
45
Uses a red flag icon to signal a warning or negative indicator regarding market demand.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
Uses screenshots of a press release and a scientific study to establish a competitive timeline and validation gap.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
47
Uses a 'red flag' icon to signal warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
48
Uses a red flag icon to signal a warning/red flag in the activist thesis.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
Uses a red flag icon to signal a warning or contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
50
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit