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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 96,741
Current window 69,241-69,270
Pages 3,225
Rows per page 30
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69,241-69,270 of 96,741

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04
The slide uses a dual-axis chart (line for price, bars for volume) to overlay narrative events against market performance.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
05
The slide uses a comparative stock performance chart to imply a bearish outlook on IRBT by drawing a parallel to the performance of DDD.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The chart highlights IRBT's significant outperformance relative to peers like AMZN, WMT, TGT, BBBY, SODA, and JCP.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses a rhetorical question and visual juxtaposition to frame the company as failing to meet the 'robot' definition.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a contrarian argument, suggesting that widespread media hype is a bearish indicator.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a 'Sign' framework to identify market irrationality; provides a detailed quantitative breakdown to debunk the 'robotics acquisition' narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a bar-line chart and a table to show declining investment trends.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a list-based narrative to build a case for competitive saturation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses a specific email timestamp (May 2, 2014) to frame the discounting as a negative signal.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses a carrot emoji as a visual metaphor for 'dangling a carrot' to investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses a two-column comparison structure to debunk specific company claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a before-after comparison of slides to show the removal of a specific product roadmap/timeline.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a structured 'About', 'Analysis', 'Note', and 'View' format to deconstruct a third-party report.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses rhetorical questions to cast doubt on the company's IP strategy.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Uses a common business metaphor (cash cow) to imply aggressive extraction of value.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a red flag icon to emphasize the warning sign of compensation disconnect.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide discusses the structural risks of CoreWeave's reliance on long-term contracts in a market shifting toward shorter cycles and inference-based workloads.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide uses quotes to frame CoreWeave's business model as a temporary 'bridge' for Microsoft's infrastructure needs.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
20
The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide includes a screenshot of a company-provided chart followed by a bulleted list of critical assumptions used to debunk the company's narrative.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
22
This slide serves as a detailed critique of a specific financial model, likely presented in a previous slide (referenced as 'this chart').CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
23
The chart uses a custom waterfall-like structure to show debt, equity, EBITDA, and debt service over 6 years.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
24
The slide presents a highly negative valuation analysis, projecting significant downside (88% to 95%) for the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit