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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 69,181-69,210
Pages 2,643
Rows per page 30
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18 30 60

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69,181-69,210 of 79,264

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06
The slide uses a red-bordered callout box for the main thesis and a grid-like layout to summarize four key pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a structured list format to present four key pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
10
Includes a screenshot of an SEC press release and excerpts from an SEC order.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses callouts to point out specific categories of adjustments that the author deems inappropriate.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses two tables to demonstrate failure to meet aggressive targets and a callout box to highlight potential conflicts of interest.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
15
The table highlights the discrepancy between GAAP/Non-GAAP income and actual cash flow, specifically calling out 'Advancement' as a pull-forward of cash.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide highlights a lack of transparency regarding a major customer concentration.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a red flag icon to denote the activist critique.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a red flag icon to highlight the negative trend in hiring data.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses a red box to highlight specific line items in a financial table that the activist investor deems questionable.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a red flag icon and a red border around the TaskUS column to highlight the anomaly.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses a red flag icon and red boxes to highlight the contradiction between accounting assumptions and business reality.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red flag icon to signal a warning/contradiction. The table highlights growth deceleration in red.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
Uses a 'villain' critique style by juxtaposing executive quotes against internal performance metrics.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses red and orange boxes to highlight specific mathematical inconsistencies in the table.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a red flag icon to signal a warning/contradiction. Highlights the discrepancy between revenue growth and receivables growth.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a red flag icon and a red arrow to draw attention to the growth figures.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
Uses red flag icon and callout boxes to highlight inconsistencies in management commentary.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide highlights a discrepancy between the 'Final Prospectus' and 'Draft Prospectus' regarding the 2018 Net revenue retention rate (121% vs 118%).TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Uses a red flag icon and red underlining to emphasize the contradiction.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
70
Uses a red flag icon to signal a warning/contradiction.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
Uses a red flag icon and a downward red arrow to visually signal a warning or contradiction.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide highlights a discrepancy in how operating leases are accounted for in enterprise value calculations.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses a peer group analysis to argue for overvaluation of TASK.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
Includes qualitative observations on margin pressure and wage inflation in the right-hand column.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
The slide uses a 'long/short' framing to contrast the 'underfollowed' long positions against the 'highly promoted' short position.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
78
The slide uses a 'preempt_rebuttal' style to frame the company's performance as 'fantastic' while highlighting specific financial beats.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Includes pro forma adjustments for PK acquisition.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
80
Includes specific adjustments for debt, NCI, and cash to arrive at equity value.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit