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slides · global inventory

Source Note

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 42,091-42,120
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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42,091-42,120 of 110,355

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03
The slide uses a precedent case to establish credibility for the current activist campaign.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a direct quote from a customer service representative to undermine the company's stated business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide argues that industry maturation will intensify competitive pressures on Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
11
The slide uses a checkmark/X matrix to highlight reporting discrepancies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
12
Uses an expert quote to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
13
Uses a comparison table to contrast the company's stated method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
14
The slide highlights a shift from positive to negative margins in the adjusted calculation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
The table demonstrates the discrepancy between company-reported adjusted OCF and Spruce Point's adjusted OCF by subtracting items the company adds back.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The table highlights the shifting terminology and values used by the company over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a red box to highlight the 12/31/19 period across all three companies to emphasize the anomaly.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
67
The slide uses a table to contrast company-reported metrics with activist-adjusted metrics to prove misstatement.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses a 'before-after' or 'contradiction' structure to highlight management inconsistency.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Uses a 'Spruce Point Warning' callout to directly refute the quoted analyst text.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses a 'Spruce Point Reality' vs 'GFL Prospectus' framing to highlight a discrepancy in reported EBITDA multiples.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses a 'Reality Check' framing to highlight a discrepancy between management's narrative and the underlying financial metrics.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
Uses a 'CEO Quote vs Reality' structure to highlight management deception.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses a vertical timeline structure to contrast corporate messaging with legal reality.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses a primary source document (email) to expose a conflict of interest or hidden financial motive.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses a table from an Ares Capital 10-Q to highlight the distressed nature of the target company.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses a 'before-after' or 'promise-vs-reality' structure to highlight the failure of the Bestway acquisition.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
Uses a chronological structure to contrast corporate narrative with reality.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses a direct quote from a citizen complaint to highlight the failure of the company to address environmental concerns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a table of property addresses and visual evidence (photos/maps) to support the claim of excessive perquisites.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a red underline to emphasize the specific text in the Amcor biography that is missing from the GFL biography.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a quote from GFL filings to expose the lack of director incentives.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses analyst consensus to argue that the market's expectations are already capped, supporting a bearish thesis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The table includes a 'Spruce Point Adj' row to account for TEU impact on enterprise value.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a quote from an industry observer to support the thesis that GFL's acquisitions are largely failures, justifying the high intangible asset valuation as a risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
The slide uses Bloomberg terminal screenshots to highlight specific fund holdings in GFL.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit