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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 43,681-43,710
Pages 3,679
Rows per page 30
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18 30 60

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43,681-43,710 of 110,355

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22
The slide uses a 'villain' framing (Samsara) vs 'hero' peers (Axon, MiX) to expose a lack of transparency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
Uses a waterfall-style trend line to imply 'progress' while labeling it a mirage.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
25
The slide uses a contrast-based argument to highlight Samsara's reliance on SBC compared to profitable peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
26
The table highlights a lack of transparency in Samsara's financial reporting compared to industry peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Uses a 'before and after' comparison to frame the lack of disclosure as a deliberate obfuscation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
28
The slide uses a two-column comparison structure to critique two specific accounting practices.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
29
Includes a quote from a former director to support the thesis of margin manipulation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The table compares 'Post Change' vs 'Pre Change' financials to demonstrate the impact of the accounting policy shift on EBITDA.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a comparison table format to contrast specific accounting issues with the firm's commentary/suspicions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Uses a comparison with Fleetmatics to highlight a potential accounting discrepancy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide uses a 'Spruce Point Adjusted EBITDA' framework to recalculate margins.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a 'guilt by association' narrative structure to question the integrity of the subject company's accounting leadership.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses direct quotes from earnings calls to expose management's attempt to exclude hardware costs from performance metrics.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses a Reuters article and an FBI Private Industry Notification to build a case against Samsara's supply chain security.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
38
Uses visual evidence (teardown photos) to support a thesis of regulatory risk.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
Uses visual evidence (photos of circuit boards) and FCC/distributor data to link Samsara products to Quectel modules.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
The slide uses a bar chart of revenue over time to visually anchor the critique of the company's growth strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a red box to highlight the contradiction between the company's 'non-vehicle' claim and the reality of the underlying revenue source (refrigerated trailers).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a red box annotation to highlight a specific chart and a red arrow to highlight the flat trend in the line chart.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a stacked bar chart to visualize the 'implied' revenue mix versus the company's reported figures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses expert network interview transcripts to challenge company disclosures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses Tegus interview transcripts as primary evidence to support the thesis of aggressive revenue recognition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
The slide uses a list-based comparison to argue that Samsara faces significant, often overlooked competition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a red box to highlight Samsara's 4th place ranking in the table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a combination of third-party study data and qualitative expert testimony to frame Samsara as technologically inferior.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses a side-by-side table comparison to expose a competitive weakness in Samsara's enterprise/government segment.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses a stark red callout box to emphasize the financial impact of the lost contract relative to Samsara's ARR growth.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses a 'Samsara Claim' vs 'USPS and Court Findings' structure to discredit the company's legal actions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Includes a quote from a former Omnitracs sales director to support the thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses expert interview quotes to support the thesis of market commoditization and aggressive pricing strategies.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit