anlak storytelling
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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 68,011-68,040
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

Component

68,011-68,040 of 79,264

filter-aware
05
The slide uses a list-based structure to present multiple distinct arguments for a short thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Setup1 hit
07
The slide uses red boxes to highlight the discrepancy between Street guidance and the adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Includes red-bordered callouts highlighting negative performance metrics in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses red boxes to highlight specific metrics where the Spruce Point estimate deviates from or challenges the consensus.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a 'villain critique' approach by linking the CEO's past professional history to current company financial practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide contrasts Street estimates with Spruce Point's own adjustments, specifically focusing on the impact of Non-GAAP add-backs on EBITDA and leverage ratios.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses Indeed.com reviews and Florida Department of Health screenshots to build a case of regulatory non-compliance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses tax return screenshots as evidence of lower historical profitability.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Includes customer reviews from Amazon and a market share table showing Frontline's decline.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Uses a combination of corporate filings/quotes and a dual-axis chart to highlight the discrepancy between narrative and financial reality.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses a combination of bar chart, line chart, and data table to frame the 'gap' as a contradiction in management guidance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a quote from an earnings call to highlight management's focus on 'gross margin dollars' over 'margin percentages' to deflect from margin compression.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses red boxes to highlight the discrepancy between Street guidance and the analyst's adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses a timeline-like flow to show the progression from initial claim to financial modeling to actual results.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
57
The slide uses a step-by-step calculation to isolate legacy clinic revenue from total service revenue.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
58
Includes a specific callout questioning the accounting treatment of rent as SG&A rather than COGS.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
59
The slide uses a side-by-side table to contrast two different valuation methodologies for PetIQ's wellness centers.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The slide uses a red-box highlight technique to draw attention to the 'Realistic Estimate' column and specific metrics that drive the unprofitability thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Uses a table to demonstrate the impact of accounting reclassification on margins.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic by using management's own assumptions to prove a negative outcome.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses red boxes to highlight negative gross profit, operating profit, and operating cash flow figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
65
The slide uses red boxes to highlight specific discrepancies between consensus and Spruce Point's projections.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The slide uses a comparison table to expose a contradiction in management's narrative regarding operating leverage.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
70
The slide uses financial tables to contrast standalone performance with combined pro-forma results to argue that synergies are not materializing.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
72
Uses excerpts from 10-K filings to contrast accounting policies.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
73
Uses red arrow to visually connect inconsistent data points across tables.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
74
Uses a red arrow to visually connect the rebate figure in the text to the operating income figure in the table.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
75
Uses a red box and arrow to highlight a specific line item in a financial table and its corresponding footnote.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
76
The slide uses a table to contrast revenue/inventory growth against rebate growth, pointing to a specific supplier (Merial) as the potential source of the anomaly.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses a combination of credit agreement data and pro forma financial statements to derive an implied negative Q4 EBITDA for VIP.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit