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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 41,791-41,820
Pages 3,679
Rows per page 30
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41,791-41,820 of 110,355

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06
The slide uses a table to contrast management's reported organic growth with the activist's adjusted estimate.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses a combination of a stacked bar chart for location composition and a grouped bar chart for growth rate comparison to highlight the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a 'before-after' style logic to contrast capital deployment with performance outcomes.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide uses a combination of a narrative thesis, a data table, and a concluding callout to frame the investment thesis.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a 'plug' calculation method (Total Acquired Revenue - Other Inorganic Revenue = AFAM Revenue) to expose the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a table to contrast management's pre-deal growth projections with actual declining performance.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a red-bordered table to highlight the 'Spruce Point Estimate' which contradicts management's claims.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a stacked bar chart to show location exclusion and a grouped bar chart to show the impact of adjusting growth figures.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide uses a timeline of four screenshots from earnings supplements to highlight the omission of growth data.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
27
Uses a 'cookie jar' accounting metaphor to describe the creation of bad debt reserves.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
Includes red callout boxes highlighting the 'Gain/loss on disposal of property' line items.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
74
Uses the 'Big Short' movie poster as a visual anchor to establish credibility via association with Steve Eisman.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
75
Uses a dual-axis chart combining bar and line elements to show account growth trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
76
Uses red flags as visual markers for negative citations.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
77
Uses red arrows and callouts to highlight aggressive marketing tactics as evidence of poor credit management.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
78
Uses a quote-based contradiction framework to highlight management's disconnect from the underlying financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
79
The slide uses a red horizontal line to denote the average impairment rate and highlights the post-2018 period as a point of concern.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
80
Uses a red flag callout to emphasize the activist thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
81
The slide uses a red flag callout to emphasize the divergence in delinquency trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
83
The slide uses a line chart and a data table to highlight the divergence between company-reported 'normalized' EPS and Spruce Point's adjusted EPS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
84
The table shows a quarterly breakdown from Q1 2018 to Q3 2019, highlighting specific adjustments like Helly Hansen net income, share repurchases, and tax rate changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 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
96
Uses a red arrow to visually connect the company's reported STIP earnings to the adjusted calculation, highlighting a $44 million delta.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Uses SEC press release and proxy circular excerpts to establish a pattern of poor governance oversight.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide uses a table to frame executive turnover as a bearish signal.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Uses stock price chart to annotate specific purchase dates corresponding to ownership threshold maintenance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
The slide highlights the discrepancy between sell-side optimism and Spruce Point's bearish outlook.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
105
The slide argues that standard P/E and EBITDA multiples are misleading for Canadian Tire due to poor cash flow conversion.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
106
The chart uses a red box to highlight the negative growth of Canadian Tire when buybacks are excluded.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
107
Includes a red arrow annotation highlighting a downward revision by Desjardins.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit