slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 40,801-40,830
Pages 3,679
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Component
40,801-40,830 of 110,355
04
The slide uses a dual-axis chart (line for price, bars for volume) to overlay narrative events against market performance.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The chart highlights IRBT's significant outperformance relative to peers like AMZN, WMT, TGT, BBBY, SODA, and JCP.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a 'Sign' framework to identify market irrationality; provides a detailed quantitative breakdown to debunk the 'robotics acquisition' narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a bar-line chart and a table to show declining investment trends.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a 'villain' framing technique by mocking a public figure's past investment advice.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a screenshot of Google Trends to argue that public interest in robotics is waning, contradicting potential market hype.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses a contrast-pairs framework to set up a future rebuttal of the company's and analysts' claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a list-based narrative to build a case for competitive saturation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses a carrot emoji as a visual metaphor for 'dangling a carrot' to investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses red boxes and callout notes to point out inconsistencies in iRobot's investor presentation materials.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a 'villain' framing by suggesting IRBT is withholding information from investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses a two-column comparison structure to debunk specific company claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a before-after comparison of slides to show the removal of a specific product roadmap/timeline.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
Includes a map visualization of US and European data center locations.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
07
Includes a technical stack diagram of CoreWeave's platform.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide uses a table to demonstrate that Neocloud providers face significantly higher capital costs compared to hyperscalers like Oracle, primarily driven by networking expenses.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
09
The slide includes a detailed table of 111+ emerging Neocloud providers and 20 sovereign Neoclouds, highlighting the fragmented nature of the market.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide argues that CoreWeave's accounting assumptions regarding asset depreciation are overly optimistic compared to Amazon and Nebius.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
12
Includes a red dashed annotation highlighting the EBIT margin decline.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
24
The slide presents a highly negative valuation analysis, projecting significant downside (88% to 95%) for the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
25
The slide uses a waterfall-style timeline to show cash inflows and outflows relative to contract milestones.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
26
The table highlights the significant infrastructure footprint advantage held by hyperscalers compared to CoreWeave.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit