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slides · global inventory

Metric

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 69,241-69,270
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

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69,241-69,270 of 79,264

filter-aware
50
Uses two tables to demonstrate the discrepancy between implied growth expectations and actual backlog trends.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
51
The slide uses a Bloomberg terminal screenshot to demonstrate the lack of downward revision in consensus estimates following the December 2, 2021 disclosure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
53
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
65
This is a character attack/reputational risk slide common in activist short reports.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
68
The slide uses a 'CEO quote vs reality' structure to undermine management credibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
77
The slide uses a combination of tables and a quote to suggest a contradiction between the CEO's stated mission and his personal financial behavior.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
79
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
80
The slide uses a specific SEC filing excerpt to cast doubt on management's outlook.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
81
The slide highlights discrepancies between market data and Spruce Point's adjusted figures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
82
Includes a 'SP Adjusted' row for C3.ai to demonstrate the impact of a 20% revenue haircut.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
83
The slide uses a red flag icon to emphasize the bearish thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
84
The slide uses a red callout box to highlight the discrepancy between sell-side growth projections and the firm's own backlog analysis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
86
The slide uses a table to perform a financial reconciliation and includes a callout box to emphasize a specific trend in the data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
87
The table tracks revenue burn and contract amendments over time, showing the transition from original contract terms to subsequent amendments.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
88
The slide uses a red box to highlight the 'All Other Customers' GM% row, emphasizing the mid-60% margin figure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
06
The slide uses a timeline-annotated stock chart to build a narrative of corporate malfeasance.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
09
The slide uses a vertical red arrow to indicate a downward trajectory or negative outlook, reinforcing the 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a vertical red arrow on the left to imply a downward trajectory or 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
11
Uses a vertical red arrow as a visual anchor for the five key points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
Uses a red flag icon to signal accounting concerns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
Uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
15
Uses red boxes to highlight the specific data points in the tables that contradict each other.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
16
Uses a red box callout to highlight the specific line item in the table that contradicts the investor presentation claim.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a red box to highlight the specific row for Alpha Metallurgical Resources Inc (AMR) in the table.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
18
The slide highlights a potential overstatement of production, revenue, and inventory by AMR.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
19
The slide highlights that mines 5 and 6 had negligible production in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
22
Uses a red callout box to highlight the core accusation of revenue inflation.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Spruce Point Capital Management branding.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
Uses red boxes and arrows to visually point out the contradiction between the sales commitment pricing and the final realized pricing.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Includes a red arrow annotation connecting the '96%' figure in the top table to the '15.57' tons figure in the bottom table.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit