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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 42,691-42,720
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

42,691-42,720 of 110,355

filter-aware
10
Includes a screenshot of an SEC press release and excerpts from an SEC order.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses callouts to point out specific categories of adjustments that the author deems inappropriate.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses two tables to demonstrate failure to meet aggressive targets and a callout box to highlight potential conflicts of interest.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
13
Uses a table-like structure to juxtapose contradictory statements from company filings and executive commentary.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
15
The table highlights the discrepancy between GAAP/Non-GAAP income and actual cash flow, specifically calling out 'Advancement' as a pull-forward of cash.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide highlights a lack of transparency regarding a major customer concentration.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a table format to present qualitative interview feedback alongside a summary of external research findings.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a 'before-after' style comparison of prospectus language to highlight a shift in disclosure transparency.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses a red flag icon to denote the activist critique.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses a red flag icon and red boxes to highlight specific text in the screenshots.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses a before-after comparison to highlight the removal of specific quantitative performance metrics.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a Q&A format to frame the expert's testimony as a contradiction to company claims.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a Q&A format to contrast TaskUs's stated differentiation with the reality of commoditized BPO competition.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses a red box to highlight specific line items in a financial table that the activist investor deems questionable.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red flag icon to signal a warning/contradiction. The table highlights growth deceleration in red.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses red and orange boxes to highlight specific mathematical inconsistencies in the table.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a red flag icon and a red arrow to draw attention to the growth figures.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses a 'read between the lines' approach to link CEO comments to specific financial risks.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The slide uses a red flag icon to signal warning to investors.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
69
The slide uses a red flag icon and a yellow callout box to signal a warning to the reader.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
Uses a red flag icon to signal a warning/contradiction.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
Uses a red flag icon and a downward red arrow to visually signal a warning or contradiction.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights a discrepancy in how operating leases are accounted for in enterprise value calculations.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses a peer group analysis to argue for overvaluation of TASK.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
Includes qualitative observations on margin pressure and wage inflation in the right-hand column.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The slide uses a 'long/short' framing to contrast the 'underfollowed' long positions against the 'highly promoted' short position.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
77
The table highlights a lack of overlapping analyst coverage across the three companies, which the author uses to justify their thesis of market inefficiency.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
78
The slide uses a 'preempt_rebuttal' style to frame the company's performance as 'fantastic' while highlighting specific financial beats.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
80
Includes specific adjustments for debt, NCI, and cash to arrive at equity value.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit