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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 44,911-44,940
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

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44,911-44,940 of 110,355

filter-aware
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
73
Includes callouts to Bloomberg and Yahoo Finance data sources and critical commentary on specific line items.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
75
The table highlights that Tempus AI's valuation multiples (EV/Revenues, EV/Gross Profit) are generally higher than the averages of its medical diagnostic peers.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
76
The slide uses a sum-of-the-parts (SOTP) valuation approach to derive an equity value, then adjusts for debt, JV interests, and cash to arrive at a per-share price.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
21
The slide uses red underlining to emphasize the connection between the board members and the fraudulent activity at Granite Construction.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
22
Uses a board committee matrix and a legal text excerpt to establish a pattern of governance failure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses SEC press release excerpts and proxy statement data to establish a pattern of poor governance oversight by a current director.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
24
The slide uses a combination of narrative text, a stock price chart, and a list of board members to build a case against the subject's professional history.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
25
Uses a red-line emphasis technique to highlight specific text in the source material.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses excerpts from a legal complaint to build a case against the CFO's past conduct.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide uses excerpts from legal filings to substantiate claims of corporate wrongdoing and executive liability.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
28
The slide uses a combination of narrative text, a market share table, and news clippings to establish the auditor's incompetence.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
29
The slide uses a red horizontal line to denote the median value for each metric.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide uses a combination of a bar chart for share count growth and a bar chart for insider trading activity to illustrate the misalignment between company dilution and insider behavior.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
32
The slide highlights the transition from GCR (General Contractor Relationship) to ODR (Owner-Direct Relationships) segments.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
33
The slide uses a critical tone, questioning management's acquisition strategy and quality of earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide uses a bar chart and a supporting data table to highlight the divergence between ODR growth and GCR decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide uses a 'Spruce Point Capital Management' branding and provides a detailed breakdown of acquired vs. organic revenue across fiscal years and quarters.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a 'preempt_rebuttal' strategy to invalidate the company's reported revenue growth by isolating organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
38
Uses a table to reconstruct revenue impact and contrasts it with a quote from the company's 10-K.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
39
The slide uses a 'Backlog Coverage' metric to argue that the company's growth momentum is slowing down.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
40
The slide uses a red highlight to emphasize the absence of the disclosure in the most recent period.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
41
Uses red-line emphasis to highlight management's claims of 'recurring revenue' against the author's thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
42
The slide uses a comparison of two bar charts to show growth in two revenue streams, highlighting the lack of data post-2018.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
43
The slide uses a red box to emphasize the Q1'25 data point as a negative indicator.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
44
LMB is highlighted in orange to distinguish it from peers.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
45
The slide uses red boxes to emphasize the specific data points that were previously disclosed but are now omitted.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
46
The slide uses a table to highlight the outlier status of Kent Island Mechanical compared to other acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
47
The slide uses a red highlight to draw attention to the 8% margin of Pioneer Power and the adjusted 11.1% LTM EBITDA margin.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit