slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 70,951-70,980
Pages 3,683
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70,951-70,980 of 110,471
09
Uses a vertical red arrow on the left to categorize governance failures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
10
Includes a vertical sidebar summarizing the core pillars of the short thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
12
Uses a red flag icon to signal risk/activist concern. The diagram uses arrows to imply directionality of payments or influence.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
18
The slide uses three distinct industry landscape maps (DevOps.com, Firstmark, CB Insights) to visually demonstrate C3's invisibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
33
The slide uses a red flag callout to emphasize the core thesis of a troubled relationship.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
48
The slide uses a Q&A format to build credibility and expose potential business risks.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
03
Super Micro Computer, Inc. (SMCI)Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a structured list format to present four key pillars of the short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
30
The slide highlights a shift in audit rigor, specifically pointing to the 2022 audit's use of independent data specialists to verify management's inventory reserve assumptions.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a standard valuation bridge format to justify a short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
17
The slide uses a vertical red arrow on the left to visually anchor the three core pillars of the short thesis.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
43
Uses a before-and-after comparison to show the degradation of financial guidance.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
75
Uses red boxes to highlight the specific inventory line items being compared.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
80
The slide uses a Q&A format to expose potential flaws in Stryker's M&A strategy, specifically regarding deal pricing and internal silos.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
92
Uses red flag icon to signal management credibility issues.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
105
Uses a red flag icon to highlight the contradiction between initial deal projections and current performance.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
127
Uses red boxes and arrows to highlight specific data points and contradictions in company reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
134
Uses red boxes and arrows to highlight specific accounting line items that contradict the stated deal structure.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
141
The slide uses a 'villain critique' framing by juxtaposing professional credentials with legal history.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
143
The slide uses red boxes and arrows to draw attention to specific text passages that contradict or omit information about the subject's professional history.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
06
The slide uses a timeline-annotated stock chart to build a narrative of corporate malfeasance.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a vertical red arrow on the left to imply a downward trajectory or 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
31
Uses a red box to highlight the discrepancy between estimated and reported revenues.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
59
Uses a map to visualize cost differentials between coal regions and export ports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
64
Uses a red flag icon and red box to highlight the contradiction between company claims and actual safety data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a red box to highlight the transition period and subsequent events, framing them as suspicious.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
Uses a red flag icon to denote the activist critique.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
67
Uses a red box and red arrow to visually highlight the contradiction between the table data and the historical claims list.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
72
The slide highlights a discrepancy in how operating leases are accounted for in enterprise value calculations.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit