slides · global inventory
Framework
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,066
Current window 4,561-4,590
Pages 269
Rows per page 30
Component
4,561-4,590 of 8,066
38
The slide uses a sequential process flow to explain the 'fiscal cliff' response strategy.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management's growth claims and the reality of school district budgets.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Uses a causal chain framework to link financial metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
15
The slide uses a side-by-side comparison of disclosure language to suggest a shift in accounting presentation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
29
Uses a 'before-after' comparison of diagrams to highlight inconsistency in corporate narrative.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a comparison table structure to juxtapose management quotes against industry data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses a before-after framing to highlight a contradiction in the company's narrative regarding their product's nature.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
56
Uses an iceberg diagram to visualize the discrepancy between reported and total complaints.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
44
The slide uses a table to show M&A activity and a 2x2-style layout to show the original capital allocation priorities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
51
Uses a contrast-pairs framework to highlight the gap between corporate narrative and expert reality.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
36
The slide uses a causal chain framework to link operational failures to shareholder dilution.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
54
Uses a before-after comparison to highlight inconsistency in management's strategic narrative.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Struggle1 hit
90
The slide uses a flywheel-style circular process diagram.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
32
Uses a 'Value-Price' framing to argue for investment.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
13
The slide uses a 'Regulatory Readiness Levels' framework to debunk the company's progress claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
49
Uses a contrast-pairs framework to debunk the company's narrative.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
59
The slide uses a pyramid diagram to illustrate the mathematical impossibility of sustaining a pyramid scheme.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
112
Uses a 3-circle Venn diagram to categorize distributor behavior.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
115
The slide uses a Venn diagram to highlight a logical gap in the company's business model reporting.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
177
The slide uses a matrix-like structure to categorize three types of fraudulent schemes against two core pillars.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
11
Uses a causal flow diagram (Economic Weakness -> Accommodative Monetary Policy).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
15
The chart uses a red dashed line to indicate a baseline or average price, and shaded regions to highlight specific CEO tenures.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
25
The chart uses a timeline-based CEO tenure bar at the bottom to correlate leadership changes with performance trends.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Agitate1 hit
31
J.C. Penney Company, Inc. (JCP)J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
56
The slide uses a circular process diagram to explain a business flywheel effect.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
165
Uses a 'The Conversation' article as a diagnostic framework to critique the subject company.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
25
The slide uses data tables and bulleted fact-checking to undermine specific claims made by the subject company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
54
Uses a contrast-based layout to frame the incumbent negatively and the activist nominee positively.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
99
The slide uses a structured comparison framework to validate the investment thesis.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
05
Uses a before-after framework to illustrate a corporate turnaround.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit