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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 45,241-45,270
Pages 3,679
Rows per page 30
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Component

45,241-45,270 of 110,355

filter-aware
78
Uses visual callouts (red boxes) to contrast the two conflicting data sources.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses FOIA response to challenge company disclosure regarding asset ownership and location.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a 'before-after' or 'contradiction' structure by juxtaposing an official email response with the regulatory instructions.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses color-coding (green for match, red for mismatch) to emphasize the accounting discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide highlights a mathematical inconsistency between the sum of quarterly reports and the final annual report figures.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses red boxes and arrows to visually trace the reclassification of figures between quarterly reports and the annual summary.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses screenshots of audit reports and company filings to build a case of geographic misalignment.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses a side-by-side comparison of two regulatory filings to demonstrate a failure to disclose material information to the SEC.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide highlights that recent buying activity is not necessarily a sign of fundamental conviction, but rather index-driven flows.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The table reconciles Street estimates with Spruce Point's adjusted figures.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses red highlighting to emphasize IPX's outlier status in EV/Revenues and Price/Book metrics.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide uses a scenario-based valuation approach to argue for significant downside risk.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses a side-by-side comparison of a chart and a press release excerpt to demonstrate the shift from specific to non-specific guidance.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a pie chart to show 100% consensus 'Buy' ratings, highlighting the disconnect between analyst optimism and the activist's bearish thesis.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
This slide serves as a 'pre-mortem' or 'preempt_rebuttal' to maintain credibility by acknowledging potential upside scenarios.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a stock chart to visually anchor the 'Successful Outcome' of a previous activist short report.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
06
The slide uses direct quotes from company filings to expose the contradiction between management's claims of remediation and the recurring nature of the weaknesses.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The organizational chart is intentionally rendered at a scale that makes individual entities unreadable, reinforcing the 'complexity' narrative.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
08
Uses visual callouts to point out the discrepancy between the 100% claim and the 89.29% reality.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
09
The slide uses a timeline and a document excerpt to highlight a discrepancy in financial reporting.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
10
Includes a detailed financial table and a specific callout box highlighting the $30.7M adjustment.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses a direct quote from a 6K filing to validate the activist's thesis.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Includes a direct quote from a former director to support the thesis of asset duplication.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a timeline table to support the thesis of financial engineering.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a timeline table and a financial table to demonstrate questionable strategic rationale.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Includes a table overlaying the chart detailing revenue misses/surprises for 2024.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
Includes a letter from the Association of Private Detectives of Ukraine and photos of a 1992 class registry.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
14
The slide uses historical press releases and archived website screenshots to prove that the project was previously abandoned.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a chronological comparison to expose shifting corporate strategy.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses color coding (red for no inspection, green for inspection) to emphasize the lack of due diligence by Australian firms.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit