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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 70,351-70,380
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

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70,351-70,380 of 79,264

filter-aware
23
The slide uses a specific formula for ROCE (Adj. EBIT / Capital Deployed) to highlight the decline.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
24
The slide uses data tables to contrast performance metrics and highlight negative trends in volume and pricing.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
26
The slide uses a table to contrast total backlog growth against deteriorating quality metrics.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
29
The slide uses a table to calculate the ratio of deal costs to cash paid for acquisitions over a 7-year period.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses FOIA data to derive implied Q4 results.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
32
The slide uses a table of management quotes alongside a bar chart to visually demonstrate the discrepancy between stated performance drivers and actual margin trends.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
33
The slide uses a FOIA request to establish a trend of declining contract value, suggesting potential financial shortfalls for the company (ROAD).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
34
The table includes a total contract value row at the bottom.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
36
The table provides granular evidence of contract activity, totaling over $275M in value.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
37
The table shows a total contract value of $108,333,330.47 for the listed contracts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
40
The table uses a matrix format to show the impact of two variables on EBITDA.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
43
Includes a CEO quote to frame the company's own narrative on margins, which the slide then challenges with benchmark data.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
44
The slide uses a 'suspicious' framing to imply financial manipulation or misrepresentation of employee counts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
45
The slide uses a callout box to frame the narrative against the company's own presentation of backlog growth.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
47
Uses a red arrow to highlight the margin discrepancy between the two presentations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
51
The slide highlights LSP's lack of competitiveness in recent Texas DOT projects, specifically calling out Texas Materials Group and Knife River Corp.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a red arrow to visually connect the table data to the financial statement disclosure to highlight the discrepancy.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
59
The slide uses a red arrow to visually connect the 'Inaccurate Financial Data' box to the 'Spruce Point's Pro Forma Adjusted Capital Structure' table, emphasizing the correction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
60
The slide uses a table to list analyst ratings and a pie chart to visualize the 50/50 split between Buy and Neutral ratings.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
61
The slide uses a combination of a stock price/estimate chart and a data table to highlight the disconnect between market sentiment and operational reality.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
62
The table highlights that ROAD's valuation multiples (EV/EBITDA) are significantly higher than the peer group averages.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
The slide uses a combination of qualitative expert testimony and a detailed operational/financial comparison table to argue for ROAD's overvaluation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
66
The table highlights ROAD's missing data with '??' in a red-highlighted column.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
67
The chart shows a stock price trend with red icons (likely insider sales) and green icons (likely insider buys).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
69
The slide uses two distinct tables to categorize related-party compensation versus business payments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
70
The slide uses a 'valuation_table' to justify a short thesis, contrasting quantitative downside scenarios with qualitative 'Factors Why ROAD's Valuation Should Compress'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit