anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 110,355
Current window 44,971-45,000
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

44,971-45,000 of 110,355

filter-aware
81
Uses a table and a pie chart to demonstrate unanimous 'Buy' ratings from the sell-side.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
82
The table includes historical data from 2019-2024 and projections for 2025E and 2026E (Low/Base cases).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
83
The slide highlights Limbach's premium valuation relative to peers, arguing it is unwarranted due to growth and accounting concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
84
Limbach (LMB) is highlighted in orange across all charts.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
85
The slide uses a press release excerpt to validate the valuation multiple of a comparable company.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
86
The slide uses a short-seller research note format, combining a valuation bridge table with a list of qualitative negative catalysts.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
13
Includes a direct quote from a regulatory consultant to emphasize the severity of the risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
14
The slide uses a table format to contrast specific company claims/results with Spruce Point's critical analysis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
15
The slide uses a numbered list format to systematically enumerate risks, typical of activist short reports.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
17
Uses a 'not equal' symbol to visually represent the contradiction between management's pitch and reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
18
The slide uses direct excerpts from an FDA warning letter to build a case against the company's product safety and transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
19
Uses direct excerpts from an FDA Warning Letter to substantiate claims of regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
20
Uses direct quotes from an official regulatory document to build a case of negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
21
The slide uses whistleblower testimony (FE 3) to contradict company claims regarding the device's real-time monitoring capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a specific employee testimonial to validate the activist's thesis regarding product development issues.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses legal excerpts to build a narrative of corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose a contradiction in management's public statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a 'villain critique' approach to undermine the company's core value proposition (AI and device tech).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
27
Uses a table structure to systematically debunk four specific marketing claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
28
The slide uses red text to emphasize the sequential list of limitations (First, Second, etc.) within the quoted text.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
29
Uses proprietary survey data (n=100) and a Tegus interview to support the thesis of commoditization.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
30
Includes survey data (n=100) and a testimonial from a Philips Healthcare director.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
31
Uses red boxes to highlight the specific data points being contrasted.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
32
Uses direct quotes from CEO and CFO to frame the product as commoditized and delayed.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
33
Uses red boxes to highlight specific evidence of AI commoditization in the market.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
34
The slide highlights specific text in red to emphasize the FDA's finding of miscalculation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
37
The slide uses a mix of news snippets and clinical study results to demonstrate that competitors have already achieved FDA clearance and multi-sensor capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
38
Uses a hub-and-spoke diagram to show feature overlap; red checkmarks added by the activist to emphasize the critique.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses Glassdoor testimonials to undermine management's narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
41
The slide uses direct quotes from an FDA Form 483 to build a case of regulatory negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit