slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
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6,871-6,900 of 18,554
15
Uses a red flag icon to point to the 1997 founding date and a red callout box to critique the company's narrative.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
The slide uses a timeline diagram from the company's own investor presentation to highlight that the 'AI-powered' features are in the 2024-2026 horizon, contradicting the immediate TAM expansion narrative.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
53
The slide uses a table to demonstrate flat pricing trends over time to undermine the value proposition of the acquisition.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
Uses a direct quote to frame the company's own words as a liability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
30
Uses a red 'X' overlay on a screenshot of a financial document to emphasize the removal of disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
41
Uses a 'CEO quote vs. Data' structure to highlight inventory mismatch.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
58
The table highlights specific locations in red that contradict the CEO's stated strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
62
Uses a combination of tables and callouts to contrast management quotes with quantitative data.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
63
Uses a line chart with an overlaid red arrow to suggest a peak/decline trend.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
28
Uses a 'before-after' framing to contrast management's IPO narrative with subsequent reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
29
The slide uses a reconstruction methodology to isolate new store sales from Spartan Surfaces sales.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
38
Uses a table to demonstrate the trend of rising capex per store and the subsequent lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
62
The slide uses red arrows to highlight specific data points of concern regarding inventory distribution and disclosure.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
Uses a direct quote from a conference call to set up the contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
85
Uses a 'CEO Quote vs Reality' structure to expose management contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
118
Uses a quote from the subject to highlight the brevity of his actual auditing experience.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
16
Uses a 'before-after' comparison of press release headlines to imply corporate obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
28
Uses Wayback Machine screenshots to highlight a discrepancy between reported stability and observed partner network shrinkage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
31
The slide uses a timeline to frame Zebra's narrative of evolution into a 'solutions provider', with a red circle highlighting a specific product milestone.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
51
The slide uses a 'ceo-quote-contradiction' framework to undermine the company's reported cash flow metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
62
Uses a red arrow to link a specific line item in the financial table to the Spruce Point observations.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
65
Uses red arrows to visually connect data points from the left table to the right table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
73
Uses a side-by-side comparison of a press release snippet and a conference quote to suggest obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
75
Uses a combination of executive quote analysis and financial reconciliation to highlight a discrepancy in performance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
87
Includes a red arrow annotation connecting the conference call quote to the financial table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
03
The slide uses a table to establish credibility by citing past successful short campaigns.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
15
The table has a large red X over the Q1 FY18 column, likely indicating a change in reporting or a point of contention.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment2 hits
19
Includes a quote from a former executive and a competitive landscape callout.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits