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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 70,381-70,410
Pages 2,643
Rows per page 30
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18 30 60

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70,381-70,410 of 79,264

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05
The slide uses a two-column layout for the bottom section to detail specific pillars of the thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
06
The slide uses a sidebar-body layout to present four distinct pillars of the short thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
07
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
09
The slide uses a red flag icon to draw attention to a list of governance and accounting concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
10
The slide uses a table to frame customer consolidation as a risk factor for Dycom, countering the company's positive narrative.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide uses a 'before-after' framing of CEO quotes to expose a contradiction in management's ability to control DSO.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
Highlights the removal of transparency as a 'red flag'.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
The slide uses a table to contrast the growth in receivables against the stagnant/declining allowance for credit losses.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
The slide highlights a mathematical discrepancy in Q3 2023 where the sum of recognized revenues does not match the stated total.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
17
The slide uses a table format to contrast historical management commentary with current performance, effectively using the 'expose_contradiction' pattern.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
19
Uses a red box and arrow to highlight the omission of Charter from the FY 2023/2024 table.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
The slide highlights a change in management behavior regarding guidance revisions, framing it as a negative signal.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
21
Uses a table to highlight negative YoY growth and declining delivery ratios as evidence of management friction or project delays.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
The slide uses a dual-axis chart to show revenue (bars) and EBITDA margin (line) over time, paired with a list of accounting/operational concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
23
Uses a timeline-style table to demonstrate the degradation of management transparency.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
The slide uses a red box to highlight negative organic headcount growth figures, emphasizing the core activist thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
28
The chart displays both absolute dollar values ($ in mm) and percentage of total revenue for each year.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses red boxes and arrows to highlight specific data points and call out inconsistencies in reporting.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a table to compare ratios across time and customers, specifically calling out 'Ceased Disclosure' for Frontier.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a table of earnings surprises and a line chart of revenue growth to suggest financial manipulation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the specific line item 'Audit-Related Fees' and its corresponding definition in the footnotes.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a comparison table to argue that Dycom's valuation is stretched due to its reliance on MSAs and high customer concentration.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses red bars to highlight Dycom (DY) and a red horizontal line to indicate the peer average.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, highlighting a significant downside percentage.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide uses a table to establish credibility by citing historical performance of short-selling campaigns.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a dense paragraph structure to summarize multiple pillars of a short thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a before-after comparison to highlight a new footnote disclosure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit