anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Metric

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 79,264
Current window 69,781-69,810
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

Component

69,781-69,810 of 79,264

filter-aware
104
The slide uses the term 'Stock Promoter' to refer to sell-side analysts, framing them as biased.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
105
The slide uses a standard activist short-thesis structure: quantitative valuation downside paired with a list of qualitative 'red flags'.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a red border to emphasize the activist nature of the content. It combines narrative forensic analysis with specific executive interview findings.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses red boxes and callouts to point out specific numerical differences between the SEC filing and the company website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
Uses a 'before-after' or 'promise-vs-reality' structure to highlight failure.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
Uses a 'Spruce Point Question' vs 'Former Xylem Executive Response' format to highlight operational dysfunction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses red boxes to highlight specific data points (negative gross additions and declining depreciation) to support the activist thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
The slide uses red text for negative growth values and highlights specific trends with red boxes.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide uses a red callout box to frame the data as evidence of failing digital ambitions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
Includes a red callout box highlighting the contradiction between management's claims of 'no excess inventory' and the rising DIO metrics.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
26
The slide uses a table to track qualitative (X) and quantitative (%) factors affecting gross margin over time, highlighting a specific period where costs outpaced pricing.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
The slide uses a red box to highlight the Q1 2023 inventory metric and a callout box to emphasize it as an all-time annual high.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
Uses a table to contrast reported balance sheet cash with 'available' liquidity, highlighting a specific Q1 2023 discrepancy.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
The slide uses a direct quote from Xylem's 2022 Annual Report to frame the cash flow quality as suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
32
The slide uses red boxes and arrows to draw attention to the specific line items that changed between the 2020 and 2021 reports.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
33
The slide uses red boxes to highlight specific periods of performance and the Mar Cor earnout reversal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
34
The slide uses a comparison table to highlight accounting irregularities.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
36
Uses a direct quote from an earnings transcript to highlight the contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
38
The slide uses a 'before-after' style logic to contrast revenue vs margin performance, and includes a direct quote from the CFO to expose a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
41
Highlights all-time highs in DIO and Raw Material/Finished Good Ratios for both companies.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses a 'red arrow' visual to highlight the contradiction between the company's growth claims and the actual margin performance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
46
Uses a 'Quote on Operating Leverage' section to set up the contradiction, followed by a data table to prove the point.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a table to contrast historical performance with aggressive future margin targets, specifically highlighting the 17.4% to 19.5% jump.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses a 'pre-deal vs post-deal' comparison to expose the gap between market expectations and company guidance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses red boxes and arrows to point out specific numerical inconsistencies between the SEC filing and the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Uses red boxes and arrows to highlight specific line items (Cash, Short-term borrowings, Long-term debt) that contradict the pro forma claims.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Uses two waterfall charts to decompose margin changes for Q1 and Q2 2023, annotated with red boxes to highlight negative performance indicators.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Highlights the contrast between detailed Q1 reporting and vague Q2 reporting post-acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses a red arrow to visually connect the calculated full-quarter estimate to the market estimate table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit