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70,471-70,500 of 96,741
35
Uses a direct quote from management to set up the contradiction.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
36
The slide uses a custom chart combining bar and line elements to show conversion rates, with specific callouts for Canadian Tire and SportChek.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
38
Uses screenshots of social media profiles to visually demonstrate the gap in follower counts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
39
Uses a table-like structure to present quotes from earnings calls and conferences to contrast market perception with company strategy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
44
The slide uses a combination of a grouped bar chart and a line chart to highlight margin contraction.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses a 'quote-contradiction' pattern to highlight analyst oversight.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses a quote from management to contrast with the analyst's interpretation of the financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a 'before-after' or 'contradiction' structure to undermine management credibility.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses a 'villain critique' style to highlight management's disconnect from reality.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses a 'villain critique' style to highlight management's past failures and lack of specifics.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a red arrow and red box to highlight the $200M figure across four companies.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a process flow diagram to explain the dealer model and potential financial risks.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Uses red boxes to visually highlight the divergence between revenue growth and receivables growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Red boxes highlight specific cells in the DIO and DPO rows for Q1-Q3 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Includes a red oval annotation highlighting the upward trend in 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a custom flow diagram to highlight systemic risk, specifically labeling various flows as 'Credit Risk', 'Inventory Risk', and 'Tenant Risk'.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The slide uses a 'villain critique' style by contrasting the reality of credit metrics with the optimistic view of sell-side analysts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses CEO/CFO quotes to highlight hypocrisy regarding capital allocation.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
Uses a 'contrast-pairs' framework to juxtapose analyst optimism against activist skepticism.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Spruce Point Capital Management branding (tree logo).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
Uses red flags as visual markers for negative citations.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
81
The slide uses a red flag callout to emphasize the divergence in delinquency trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
82
Includes Spruce Point Capital Management logo (tree).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
83
The slide uses a line chart and a data table to highlight the divergence between company-reported 'normalized' EPS and Spruce Point's adjusted EPS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
84
The table shows a quarterly breakdown from Q1 2018 to Q3 2019, highlighting specific adjustments like Helly Hansen net income, share repurchases, and tax rate changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
86
The slide uses a comparison table to highlight the gap between consensus estimates and the reality of underlying earnings growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
88
Uses direct quotes from earnings calls to establish a pattern of management behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a red flag callout to highlight the contradiction between the stated accounting change and the later EPS benefit.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses red callout boxes to highlight the contradiction between the press release and the shareholder report.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a pie chart to illustrate the weighting of the STIP pool (75% earnings, 25% comparable sales).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit