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slides · global inventory

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

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Matching slides 79,264
Current window 67,471-67,500
Pages 2,643
Rows per page 30
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18 30 60

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67,471-67,500 of 79,264

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04
This is the primary thesis slide for the short report, outlining the three main pillars of the attack: growth deceleration, cash flow deception, and accounting manipulation.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Hook1 hit
05
The slide uses a list-based structure to present four distinct arguments for a short thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
22
The slide uses a red box to highlight the restated EPS figure and a callout arrow to link the restated EPS to the reconciliation table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
28
The slide uses a table to track director independence status from 2015-2017, specifically calling out Francisco Alvarez-Demalde's change in status.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
39
Includes annotations highlighting specific numerical inconsistencies in 10-Q filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
40
The slide uses a contrast-pair framing to highlight the discrepancy between operational metrics and financial reporting.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a 'before-after' logic by comparing 'Stated Current Ratio' vs 'Adjusted Current Ratio'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red circles and arrows to draw attention to the discrepancy between sales decline and margin growth.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a peer group comparison to argue that MGPI is overvalued by bulls who misclassify it as a beverage company.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses a split-category bar chart approach to contrast MGPI's metrics against two distinct peer groups.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
51
The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
52
The charts suggest that current valuation multiples are at historical highs, which the author characterizes as being based on 'illusion results'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
53
Includes two tables: one comparing Street vs. Spruce Point estimates, and one calculating price targets based on P/E and EBITDA multiples.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit