Matching slides 96,741
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70,441-70,470 of 96,741

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Uses a red box highlight on the table and chart to emphasize the specific period of accounting change.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses historical data to predict future negative outcomes for the company.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses social proof (negative sentiment) to argue that the retail investor base is losing faith in the company's management.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a table of analyst ratings alongside a screenshot of a prospectus supplement to visually link the $2.75 price target to the lead underwriter.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a process flow diagram to illustrate the shift in financial structure.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses a comparative accounting framework to show how GAAP vs. Non-GAAP treatment of lease financing creates artificial revenue and profit inflation.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
22
The slide uses a visual comparison framework to contrast two business models and highlight the accounting discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
23
Uses a timeline-like structure to show SEC pressure leading to a temporary change in reporting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses three news clippings as evidence to support the argument that warrant deals are common practice for Amazon.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses a red arrow to visually connect the warrant provision in the 10-K to the adjustment table.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a before-after comparison to highlight how accounting changes can be used to mask underlying economic performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses a red box highlight on the table and chart to emphasize the impact of the accounting change post-Q3 2018.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to highlight a specific line item (Right-of-Use Asset Depreciation) as a questionable add-back.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The imagery uses a dark, ominous tone to suggest financial distress or 'sinking' performance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a pattern of successful short-selling/activist campaigns.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a classic activist short-thesis structure: high-level summary followed by detailed bulleted arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a vertical arrow visual to connect two main problem areas: operational decline and credit/capital allocation issues.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a vertical red arrow to indicate a causal or sequential flow of arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a traffic-light color coding system (Green/Yellow/Red) to represent risk levels.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
The slide uses a line chart and a data table to contrast reported vs. adjusted EPS, highlighting the discrepancy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
17
The slide highlights a recent upward trend in the cash conversion cycle as evidence of business weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
18
Uses direct quotes from earnings calls to establish a pattern of behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
24
The slide uses a map to visually demonstrate the 'villain' of intense local competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a grid layout to contrast different competitors' statements, highlighting the threat of increased competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
The slide uses a pie-chart-based visual scale to represent competitive strength, ranging from empty (weakness) to full (strength).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
32
Uses Glassdoor reviews as qualitative evidence of internal IT failure and company filings for quantitative spending comparison.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit