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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 70,141-70,170
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

Component

70,141-70,170 of 79,264

filter-aware
94
Uses Wayback Machine screenshots to prove policy change.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a side-by-side comparison of two tables to visually demonstrate the change in terminology.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide uses color-coded cells (green for positive/neutral, red for negative/warning) to visualize the degradation of disclosure quality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Uses red arrows and red callout boxes to highlight discrepancies between reported figures in different periods.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide highlights a lack of transparency (NA values) in recent quarters following a period of growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
Uses red strikethrough and red background to highlight discrepancies in company reporting.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
The slide uses a table to compare reported vs calculated growth and a list of quotes to show the shift in terminology over time.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
The slide highlights a specific change in accounting policy language between the IPO-2019 period and 2020-Today, suggesting it was done to artificially inflate margins.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
The slide uses a table to contrast quarterly gross profit data with the company's own qualitative explanations, pointing out the omission of price increase benefits in the full-year summary.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
The slide uses a table to compare FND's cash flow from payables against peers like Home Depot and Lowe's to demonstrate the outlier status.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
107
The slide uses a table to demonstrate a potential accounting or operational red flag regarding inventory buildup.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
The slide uses a table to demonstrate a pattern of insider selling, contrasting company growth claims with the behavior of its primary stakeholders.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
The slide uses a contrast-based argument to suggest management incentives are misaligned with operational health.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
Spruce Point Capital Management branding (pine tree logo).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
120
The slide uses a 'Spruce Point Adjusted' methodology to reclassify liabilities as debt, resulting in a higher leverage ratio (3.1x vs 2.2x).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
121
The slide uses a bar chart to contrast FND's peers against a Pool Corp warning callout to argue that FND's growth targets are unrealistic.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
122
The slide highlights FND's premium valuation relative to peers, specifically calling out adjusted estimates for operating expenses.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
125
The slide uses a standard valuation bridge format to derive equity value from enterprise value, then calculates share price and downside.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a standard activist short-seller report format, combining forensic accounting allegations with fundamental business analysis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
07
The slide is a dense text block summarizing the core arguments of an activist short report.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
11
The slide uses a dual-axis line chart to correlate margin decline with volatile sales growth.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
12
Uses red callouts to emphasize the 'red flag' nature of the reclassifications.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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 Chain1 hit
14
The slide uses a table to highlight the decline in software/computer equipment investment compared to other asset classes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
21
The slide uses a combination of management quotes and a line chart to suggest potential earnings overstatement through under-reserving for bad debts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
27
Uses color-coded highlights within text blocks to draw attention to specific data points.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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 Chain1 hit
29
The slide uses a combination of quantitative compensation data and qualitative sentiment analysis to argue that Zebra's cost-cutting on labor is a competitive disadvantage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
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 Chain1 hit