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Matching slides 37,461
Current window 14,911-14,940
Pages 1,249
Rows per page 30
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14,911-14,940 of 37,461

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21
Uses a red box to highlight the most recent data point (Nov 2022) and a red block for missing data (2017-2018).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually connect the ownership table to the calculation table, emphasizing the discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
24
Super Micro Computer, Inc. (SMCI)Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between income statement interest expense and cash flow statement interest expense.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a color-coded legend at the bottom to distinguish between small and large deviations in the final row.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a table to perform a forensic accounting reconciliation of debt balances and interest rates.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
29
Uses direct excerpts from Credit Agreement and 10-K to contrast FIFO vs Weighted Average Cost reporting.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
30
The slide highlights a shift in audit rigor, specifically pointing to the 2022 audit's use of independent data specialists to verify management's inventory reserve assumptions.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
31
Spruce Point Capital Management branding present.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
Uses three line charts to show a divergence between the subject company and its peer/market indices.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide highlights SMCI's valuation relative to peers, specifically calling out Wiwynn as a comparable.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a standard valuation bridge format to justify a short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
126
The slide uses a red flag icon to highlight the core argument and a red box to emphasize the final valuation multiple.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
127
Includes a red callout box emphasizing R&D spending as a differentiator for Heska.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
128
Includes a red flag icon indicating activist stance.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
51
Uses a 'before/after' or 'claim vs reality' structure common in activist short reports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
The slide uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
The slide uses a quote from a 10-Q to highlight the contradiction between ownership percentage and accounting treatment.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
Uses red flag icon and callout boxes to emphasize the discrepancy.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
The slide sets up a comparison to be analyzed on the following slide, specifically pointing out the lack of clarity in Arch's reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a red box to highlight the discrepancy between the 65% ownership and the 60% total equity loss recognized.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a direct quote from a legal complaint to undermine the target company's narrative.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses a Spruce Point Capital Management logo (the tree) as a visual anchor.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
Uses a map to visualize cost differentials between coal regions and export ports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
The slide highlights the discrepancy between AMR's high freight costs and its peers, despite similar export profiles.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
The slide uses color-coded cells (red) in the final table to emphasize the dramatic increase in freight costs per ton for Contura Energy/AMR starting in 2017.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit