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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 43,651-43,680
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

43,651-43,680 of 110,355

filter-aware
65
Uses a red line to connect the biography text to the signature block confirming the CAO title.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
66
The slide uses a table to contrast historical customer growth with the lack of churn reporting, juxtaposed against recent management quotes acknowledging churn as a focus area.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
67
Uses a 'before-after' comparison of disclosure practices to argue for lack of transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
68
The slide uses a table to contrast historical disclosure levels against the activist's standard for transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
69
Uses a 'Less Disclosure' callout to highlight the reduction in reporting granularity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
71
Uses direct quotes from earnings calls to highlight management inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
72
Uses a 'gotcha' style layout with red boxes highlighting contradictory statements.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a quote from a 2019 earnings call to frame the contradiction against the revenue data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
Uses a 'before-after' style comparison of 2013 vs 2023 claims to highlight inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
Uses a quote from a company executive to expose a potential inconsistency in business performance metrics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
Uses a table to juxtapose corporate PR against scientific data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a screenshot of a 10-Q filing to provide evidence of executive stock selling plans.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a table to contrast historical capacity ($175M) with current capacity ($1B) and highlights the net borrowing activity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a table of analyst ratings and a pie chart of rating distribution to frame the market consensus as overly optimistic.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
Includes a summary row calculating the average of the four transactions.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
Uses highlighted text to draw attention to key market size and growth figures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The table highlights that Rollins trades at a premium multiple compared to the peer group average.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
Spruce Point Capital Management activist deck slide. Uses red bars to highlight the subject company (Rollins) as an outlier compared to peers (blue bars).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
Includes a specific callout regarding Rollins family stock sales and share repurchases.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a table to contrast initial concerns with subsequent negative outcomes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Uses a grid of screenshots to visually demonstrate the 'ubiquitous promoter' thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
Uses CNBC interview screenshots as evidence of promotional activity.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a 'Really?' transition to contrast the company's marketing claim with the activist's critique.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a bar chart to compare inventory levels of Samsara (IOT) against other SaaS peers to highlight the outlier status.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a table-based comparison to argue that Samsara's hardware is not unique or high-margin.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses FOIA requests to expose that hardware is a significant cost component, contradicting a pure SaaS valuation narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a comparison table to contrast company claims with activist findings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses red boxes to highlight the specific ratios and growth figures that contradict management's narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to contrast 'Vehicle Telematics' and 'Vehicle Safety' against 'Site Visibility' to highlight the discrepancy in hardware reliance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a combination of qualitative customer testimonials and a quantitative table to build a case for operational failure.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit