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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 44,941-44,970
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

44,941-44,970 of 110,355

filter-aware
48
The slide uses a list-based comparison to show what was previously disclosed.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
49
The slide uses a reverse-chronological table to highlight the reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
50
The slide uses a red box to highlight the contradiction between the company's claims and the lack of disclosure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
51
Uses red boxes to highlight removed disclosures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
52
The slide uses a table to contrast the limited metrics provided against the lack of granular detail.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
53
Includes a red-line emphasis on a specific risk disclosure from the company's 10-Q.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
54
Uses a red 'X' over the Limbach growth outlook to signify it is no longer referenced.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
56
The slide uses a table to demonstrate that fixed-price revenue no longer equals GCR segment revenue in 2024, contradicting historical patterns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
57
The slide uses a calculation to derive the implied fixed-price revenue in the ODR segment and contrasts it with the company's stated segment definitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
58
The slide highlights aggressive accounting practices where management estimates for projects in-progress are adjusted to inflate earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
59
The slide uses a 'before' table and a 'current' narrative to demonstrate a reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
60
The slide uses a table to bridge reported EBITDA to a more conservative adjusted figure, highlighting specific line items like finance leases and transaction costs.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
61
The slide uses a red-line emphasis to highlight the removal of the 'Non-cash' descriptor in financial reporting.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
62
Spruce Point Capital Management short report slide.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
63
The slide uses a red-background callout style to emphasize the discrepancy between reported and adjusted figures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
64
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic to challenge company-reported metrics.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
65
The slide uses a comparison of 2021 vs 2020 incentive targets to expose a governance concern.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
66
The slide uses legal documentation and a specific list of unapproved change orders to argue that Limbach's reported earnings/cash flow may be overstated due to uncollectible receivables.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
67
The chart includes an arrow indicating the downward trend of Free Cash Flow despite rising EBITDA.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
68
The slide argues that Limbach is under-provisioning for credit losses, which artificially inflates earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
69
The slide uses a 'villain' framing (Limbach) vs 'hero' peers (FIX, EME) to argue for a lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
70
The slide uses red text to emphasize specific failures in internal controls.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
72
Uses a 'quote vs. reality' structure to expose management's potential bias or lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
73
The slide uses a table to demonstrate the prevalence of PE-backed platforms in the facility services sector.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
74
The slide uses a 'red-lining' technique to emphasize the competitive threat posed by PE-backed platforms.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
75
Includes quotes from industry experts and a comparison table of technical factors.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
76
The slide uses a combination of qualitative expert testimony and a supporting data table to validate a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
77
The slide uses red text to emphasize key strategic points within the quotes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
78
The slide uses a red line to visually connect Limbach's position across the two tables, emphasizing the decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
79
The slide uses a list of acquisitions to demonstrate that Limbach is competing for the same targets as larger industry incumbents.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit