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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 43,711-43,740
Pages 3,679
Rows per page 30
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43,711-43,740 of 110,355

filter-aware
58
Uses expert testimony to frame a business model shift as a deceptive accounting practice.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Includes a quote from a Tegus interview to support the thesis of OEM disruption.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Uses a 2x2 matrix to frame a logical trap for the company's business model.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a combination of legal text excerpt and a comparative table to argue that Samsara's growth prospects are constrained by labor union resistance to surveillance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a table to demonstrate a negative trend in SaaS metrics, specifically calling out the 'Magic Number' and 'Bessemer CAC Ratio'.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a 'Why' rhetorical device to challenge management credibility.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a two-part table structure: annual fiscal year data and quarterly breakdown to estimate churn.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses red boxes to highlight specific data points (Q1'24/Q2'24 AR/Inventory changes and ratios) that support the thesis of low-quality earnings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses red text within the quote to emphasize specific phrases that support the activist's thesis of management lowering expectations.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
Uses cricket imagery to imply silence/lack of response from Samsara.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses a 'villain' framing by highlighting the exclusion of direct competitors (Impinj, Alarm.com, Axon, Zebra, Garmin, Motorola) from the peer group.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses direct quotes from proxy statements to expose management's justification for compensation changes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a table to list board memberships and quotes from the company's governance guidelines to expose a contradiction.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Includes a red question mark annotation over the missing names in the 2023 table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses red boxes and arrows to highlight missing data and inconsistencies in SEC filings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a screenshot of a fund fact sheet to contrast the fund's stated 'Unconstrained Approach' with the actual exclusion of a major industry player.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
Includes a screenshot of a CNBC interview with the CEO as a visual anchor for the 'hype' argument.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
Uses red callout boxes to highlight contradictions in the company's stated strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a 'villain' narrative by framing insider selling as a signal of lack of confidence despite 'optically' good results.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a comparison table to argue that Samsara's core business is at risk of obsolescence due to superior ADAS technology.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a callout box to frame the thesis and red boxes to highlight negative business attributes of the peer groups.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a confrontational tone ('Kool-Aid', 'nonsense') typical of activist short reports.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
Uses red arrows and underlines to draw attention to specific risk factors in the company's 10-K.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
08
The slide uses a side-by-side comparison to highlight a reputational risk/contradiction.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
10
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
11
Uses a 'Warning' callout to emphasize the lack of long-term purchase obligations from major customers.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
13
Uses guilt-by-association tactics common in activist short-seller reports.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
15
Uses a combination of legal document excerpts and a witness list to establish a negative association.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit