slides · global inventory
Subtitle
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 11,406
Current window 4,111-4,140
Pages 381
Rows per page 30
Component
4,111-4,140 of 11,406
25
Includes a red callout box highlighting the contradiction between management's claims of 'no excess inventory' and the rising DIO metrics.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
01
The text on the wall is a list of product/market categories (ML, DOS, NF, CRM, AI, IOT) written in a scribbled, informal style. The imagery of cockroaches and a rat is intended to evoke a sense of infestation or decay.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
34
Includes a CEO quote callout at the bottom.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
64
The slide uses a red flag icon to draw attention to the contradiction between the job posting and the lack of an 8-K filing.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a red flag graphic and a screenshot of FIGS' marketing material to highlight the contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
Uses red callout boxes and arrows to link website claims directly to prospectus risk disclosures.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
Uses red callout boxes to draw parallels between Hybrid Power's financial events and Off Grid Energy's disclosures.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses two side-by-side tables to highlight a discrepancy between reported accounting figures and estimated acquisition-based figures.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
91
The slide uses a red box to highlight the 'Total Undisclosed Sales Proceeds' column, emphasizing the lack of transparency.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
93
The slide uses a 'Spruce Point Adjusted Reality' column to contrast with company-reported figures.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
21
The slide highlights Genius Sports in a red-bordered row to draw attention to the negative working capital metrics.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses a table-like structure to pair specific topics with direct quotes from a third-party interview.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller 1 hit
30
The table uses red checkmark icons to indicate the presence of specific negative events for each corporate role.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
74
The slide uses a red arrow to visually connect the disclosure text to the balance sheet data, emphasizing the accounting nuance.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
41
The slide uses a grid of employee review snippets to build a narrative of internal dysfunction.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a dialogue format to build a narrative of corporate malfeasance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
47
The slide uses a dialogue format to present qualitative evidence of potential financial impropriety.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide highlights how finance leases can be used to inflate EBITDA and Free Cash Flow metrics.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
95
The slide uses a pie chart to illustrate the weighting of the STIP pool (75% earnings, 25% comparable sales).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
Includes adjustments for lease payments, contingent consideration, minority interest, and cash/debt.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
01
The image of a leaking/steaming water heater serves as a visual metaphor for the 'Strong Sell' thesis.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a 'Featured' podcast episode as a proxy for negative industry sentiment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
75
The slide uses a table format to present citations and summaries of research papers.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
69
Uses red callout boxes to draw attention to specific names and addresses in legal documents.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a table to highlight the poor financial performance of the Mortgages segment compared to other segments.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
01
The slide uses a visual metaphor of a train operator seeing a collision ahead to signal a 'Strong Sell' investment thesis.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses two charts to show the growth of debt and cumulative capital raised over time.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
37
Uses a screenshot of an email and a proposal summary to provide evidence of the claim.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit