slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 68,761-68,790
Pages 2,643
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Component
68,761-68,790 of 79,264
38
The slide uses a split-column layout to contrast Forescout's declining relevance with the comprehensive offerings of competitors.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
39
Uses expert quotes and employee growth charts to support the thesis of competitive disadvantage.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
42
The slide uses red boxes to highlight negative trends in hiring and specific departures of sales leadership.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
49
Uses three tables to demonstrate the discrepancy between management's optimistic guidance and the analyst's more conservative projections.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
The slide uses a red box to highlight the 'Spruce Point Projection' columns, emphasizing the more severe downside scenarios.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
51
Includes a callout box highlighting the discrepancy between Forescout's performance and the peer group median.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
52
Includes a snippet of Avira's consolidated income statement and a comparative table of acquisition metrics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
53
Includes a bridge-like logic showing how different sales multiples and pandemic adjustments lead to lower implied share prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
54
Includes a deal-break cost/benefit analysis table and a callout box summarizing the strategic recommendation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a two-part valuation framework (Deal-Agnostic vs. Complete) to demonstrate downside risk.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a comparison table to establish credibility by showcasing past successful activist interventions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a vertical process flow (red arrows) to connect three distinct pillars of the short thesis: management integrity, business model viability, and accounting/financial health.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a vertical red arrow process flow to connect specific criticisms to detailed descriptions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide uses a red box to highlight the adjusted FCF discrepancy.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
46
Uses a 'GFL Claim' vs 'Spruce Point Reality' structure to highlight the contradiction.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses red and blue boxes/arrows to visually link and contrast specific line items across two different financial tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses red boxes and arrows to visually link and contrast specific revenue figures across two different financial documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses red boxes to highlight specific line items (Material Recovery) that show significant discrepancies between the two reporting periods.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses red underlining to draw attention to specific disclaimers in the quoted text.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses a 'Spruce Warning' callout to frame the data as evidence of financial manipulation.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses red boxes and arrows to visually demonstrate the accounting shift between original IPO filings and subsequent Q2 2020 results.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
Uses red boxes to highlight specific data points that have been restated between the two source documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses a 'Spruce Warning' callout to frame the contradiction.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
The table highlights the discrepancy between company-reported debt and Spruce Point's adjusted figures, specifically focusing on the impact of acquisitions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
Includes red arrows indicating the flow of calculations between the two tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Uses two side-by-side tables to contrast financial performance metrics between Q1 and Q2 2020.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses red boxes to highlight specific cells that the author claims are mathematically unsupported or questionable.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a red box to highlight the specific line item (FX gain/loss) and the final Cash From Operations figure that Spruce Point disputes.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Uses a red box and arrow to visually link the two conflicting data points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses visual callouts (plus sign and not-equal sign) to highlight the mathematical inconsistency in the company's financial reporting.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit