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slides · global inventory

Metric

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 67,951-67,980
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

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67,951-67,980 of 79,264

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28
The slide uses error bars to represent one standard deviation, suggesting a statistical comparison of price and mileage dispersion.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
31
Uses a scatter plot and two bar charts to highlight the discrepancy between Carvana's targets and peer performance.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a before-and-after comparison to show how removing captive finance income brings CarMax's metrics closer to the peer average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'villain' framing by questioning the plausibility of management's projections.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a red dashed box to visually isolate the Carvana projections, contrasting them against the CarMax baseline.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
35
Includes Stock-Based CompensationCarvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
36
Includes two bar charts comparing Carvana (CVNA) to peers (KMX, LAD, GPI, PAG, AN, SAH).Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a bar chart to highlight Carvana's outlier status in overhead costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a stacked bar chart to compare SG&A components across auto dealers, highlighting that occupancy costs (green) are minor for all players.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
40
Uses red arrows and callouts to highlight the gap between historical performance and future targets.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a table to demonstrate the impact of the 'ex-gift' adjustment on gross profit per unit.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
43
Includes a red box annotation on the table to draw attention to the 'Related Party' column.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
48
The charts show a clear downward trend in average review scores over time, particularly in 2018 and 2019.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
51
Includes a table of revenue components and two bar charts comparing actual vs. hypothetical GPU.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
58
Uses excerpts from 10-K and S-1 filings to contrast reported margins with actual costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
60
The slide uses a bar chart to highlight Carvana (CVNA) against peers (SAH, GPI, AN, PAG, KMX, LAD) with a horizontal line indicating the industry average.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
61
The slide uses stacked bar charts to contrast revenue and GPU composition between the two companies.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
64
The slide uses a forensic accounting approach to derive loan sale returns from cash flow statement line items.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
66
Uses a combination of a stylized line chart and a pie chart to illustrate a discrepancy in loan pricing and credit quality.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
75
Uses legal document excerpts with red arrows to highlight specific contract amendments.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
76
The chart highlights the increasing reliance on Sonoran for funding capacity, with percentages annotated for specific years.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
77
The slide highlights a liquidity crunch by comparing historical and projected funding capacity against loan originations and retail sales.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
78
The slide uses a stacked bar chart to compare reported GPU against adjusted scenarios to highlight the impact of specific accounting choices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
80
The slide uses a table to demonstrate that the remaining principal balances are insufficient to sustain the GPU (Gross Profit per Unit) growth seen in previous quarters.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a timeline-annotated line chart to correlate stock price drops with specific negative corporate events and insider selling activity.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
92
The slide uses a table to quantify the concentration of voting power and a callout box to emphasize the governance risk associated with the founder's criminal history.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
The slide uses a table to expose a contradiction in how different analyst sectors value the same company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide argues that Carvana is mispriced because it is being compared to the wrong peer group.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
96
The slide uses a bear-case valuation approach to argue that Carvana is significantly overvalued compared to peers like CarMax and Truecar.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit