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slides · global inventory

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

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Matching slides 110,355
Current window 40,891-40,920
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

40,891-40,920 of 110,355

filter-aware
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
22
The slide uses a red box to highlight the restated EPS figure and a callout arrow to link the restated EPS to the reconciliation table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
28
The slide uses a table to track director independence status from 2015-2017, specifically calling out Francisco Alvarez-Demalde's change in status.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
33
Includes a specific adjustment for Globant's growth rate (14.8%) highlighted in a red box.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
35
Uses a 'not equal' symbol to visually represent the disconnect between valuation and performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
36
Uses linear regression to justify a specific price target based on peer multiples.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the 'Regression' scenario as the primary focus of the activist thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Resolution1 hit
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
07
Includes capitalization table on the left and financial/valuation tables on the right.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
08
Uses a circular flow diagram to illustrate the reversal of a business model's flywheel.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
10
The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
11
The slide uses a custom 'Dividend Sustainability' metric defined in the footnote.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
51
The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
52
The charts suggest that current valuation multiples are at historical highs, which the author characterizes as being based on 'illusion results'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit