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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 41,821-41,850
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

41,821-41,850 of 110,355

filter-aware
08
Uses a 'Promoting the Unicorn' vs 'Exposing the Dog' framing to highlight contradictions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
Uses social media sentiment and news headlines to frame the CEO's outside commitment as a negative distraction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses visual evidence (screenshots) to support the claim of slowing growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
16
The Dropbox chart is highlighted with a red border to draw attention to the negative trend.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a table to highlight decelerating YoY growth in paying users and stagnant conversion ratios, while attributing ARPU growth to specific pricing actions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a red box to highlight the key metric: Sales and Marketing Per LTM Net User Addition and its YoY growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
19
Uses Semrush data to argue that Dropbox's customer acquisition cost is rising while organic visibility is declining.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
21
Uses a screenshot of a forum to provide primary source evidence for the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
Uses survey data to challenge the 'stickiness' thesis of the target company.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Uses a direct quote from a Dropbox CFO to contrast with survey findings.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
Uses customer feedback to contradict management's growth strategy.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a news article screenshot to frame the company's real estate expansion as a 'vanity' project.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Includes a quote from an analyst (Mark Mahaney) that the slide author is preemptively refuting by highlighting the high cost per customer.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a direct quote from a former employee to undermine the company's credibility.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Uses callout boxes to link specific user complaints to the Reddit community page screenshot.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses red underlining to highlight specific complaints within the testimonials.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
The slide uses two tables to show the progression from raw cash flow data to derived valuation multiples.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 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
42
The slide uses a red box to highlight specific text and table rows to draw attention to the capital lease payments.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
Uses a quote from the IPO prospectus to frame the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
The slide uses a table to highlight the discrepancy between management's 'high single digits' guidance and the actual rising percentage of revenue.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
Uses a red arrow to visually link the calculated 4.5% adjustment to the peer comparison table.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
29
Uses a combination of financial tables and callout boxes to build a narrative of accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
31
The slide uses a 'before-after' style logic to contrast capital expenditure with performance metrics.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
32
Uses a causal chain/process flow to demonstrate how the accounting adjustment leads to a missed target if corrected.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
Uses a callout box to bridge the gap between the two tables, highlighting the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
37
Red boxes highlight specific individuals who are neither named employees nor directors post-merger.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
38
The table highlights a clear trend of institutional investors reducing their stake in LHCG post-merger.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
39
The slide uses a table of analyst ratings to contrast market consensus with the activist's bearish thesis.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
40
Includes a specific 'Spruce Adj' row for LHCG to adjust for organic growth and FCF yield.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit