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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 43,591-43,620
Pages 3,679
Rows per page 30
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43,591-43,620 of 110,355

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62
Uses a red arrow to visually connect the calculated full-quarter estimate to the market estimate table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide uses red boxes and callouts to highlight specific line items in a financial table that the author deems questionable.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a red box to highlight the $60 million adjustment in the cash flow table, contrasting it with the $110 million investment claim.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses a red arrow to visually link the $432M figure in the table to the $322M disclosure at the bottom.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses red boxes to highlight the discrepancy between company-reported EPS and the analyst's adjusted EPS.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide uses a combination of narrative critique and empirical voting data to undermine the credibility of a specific board member.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses a combination of narrative text and a stock price chart with annotated events to build a case against the board member's track record.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide uses two side-by-side tables representing different years (implied by the source 8-K 2021, 2020).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses a red callout box to highlight the activist's critique and a yellow highlight in the quote to emphasize the specific accounting exclusions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
Uses a rhetorical question as a title to frame the CEO's actions as hypocritical or suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
78
The table highlights the discrepancy in financial reporting regarding operating leases.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to show price target changes and a pie chart to show analyst sentiment distribution.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
The table highlights that Xylem trades at a premium despite having lower margins and higher leverage than many peers.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
82
The slide uses a classic activist short-thesis structure: a bold thesis statement, a quantitative valuation bridge/table, and a list of supporting qualitative arguments.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
Uses a comparison frame to link a general market theory to a specific target company's recent history.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
Uses a classic 'Promoter vs. Reality' framework common in activist short reports.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a 'Featured' podcast episode as a proxy for negative industry sentiment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
11
Uses a contrast-pairs framework to highlight the gap between corporate claims and activist findings.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
14
The slide uses red boxes to highlight the consistent placement of Terminix as 'Best Overall' across multiple third-party review sites.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
15
Includes a line chart showing monthly visits over time with an annotation for the Terminix/Rentokil merger.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
16
The slide uses Similarweb data to highlight a discrepancy in marketing investment strategy between the two brands.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
18
Uses screenshots of Facebook ads as evidence of competitive discounting behavior.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
The chart is a direct export from Similarweb.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
20
Uses screenshots of past investor materials to contrast with current lack of leadership.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
21
The slide uses color-coded highlights (red/green) within the table cells to emphasize specific phrases in the transcripts.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
22
Uses red highlights and annotations to point out the contradiction between management's initial confidence and later admission of pushback.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
23
Uses direct quotes from CFO Ingall-Tombs to demonstrate performance divergence.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
24
The slide highlights the competitive landscape of door-to-door sales models, framing them as a threat to the incumbent Rollins.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
25
Uses a bottom-up buildup approach to estimate total industry reach.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit