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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 42,721-42,750
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

42,721-42,750 of 110,355

filter-aware
03
The slide uses a comparative table structure to validate the firm's thesis-driven research methodology.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
11
The slide uses a 'Warning' callout to establish a pattern of behavior by the CEO, referencing a specific SEC case.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive media promotion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
15
The slide uses a line chart to visualize the correlation between the company's name changes and the decline of previous buzzwords.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
18
The slide uses three distinct industry landscape maps (DevOps.com, Firstmark, CB Insights) to visually demonstrate C3's invisibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
19
The slide uses a red flag icon to signal a warning or negative finding.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
25
Uses a timeline-style flow to show changing terminology, followed by two tables demonstrating the data gaps and growth deceleration.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
31
The slide uses a red-bordered callout box to highlight the contradiction between the company's self-promotion and its absence from institutional portfolios.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
33
The slide uses a red flag callout to emphasize the core thesis of a troubled relationship.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 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
35
The slide uses red dashed boxes to highlight the shift in peak revenue targets from $170m in 2022 to $125m in 2025.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
36
The slide uses a red flag callout to highlight the degradation of signatory seniority.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
38
Uses red flags and callout boxes to highlight specific problematic clauses in legal/financial documents.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
39
Uses a direct quote from the CEO to frame the contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
40
Uses a comparison table/layout to contrast contract language with SEC filings.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
41
Uses red flags and boxes to draw attention to the discrepancy between reported margins and cost descriptions.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
42
The slide uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
43
The slide uses red boxes to highlight specific data points that support the thesis of accounting manipulation.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
18
Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a red callout box to highlight the 'Stopped Disclosing' period and a bracket to indicate 'Increasing Stress'.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a red box to highlight the most recent data point (Nov 2022) and a red block for missing data (2017-2018).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually connect the ownership table to the calculation table, emphasizing the discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between income statement interest expense and cash flow statement interest expense.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a color-coded legend at the bottom to distinguish between small and large deviations in the final row.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a table to perform a forensic accounting reconciliation of debt balances and interest rates.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
Uses three line charts to show a divergence between the subject company and its peer/market indices.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide highlights SMCI's valuation relative to peers, specifically calling out Wiwynn as a comparable.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit