slides · global inventory
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Matching slides 110,471
Current window 71,131-71,160
Pages 3,683
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71,131-71,160 of 110,471
113
Includes a detailed valuation bridge table and a list of bearish catalysts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a yellow background for the main body and a red footer for a specific counter-argument regarding Berkshire Hathaway's position.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a 'myth vs. reality' structure to dismantle the bull case for FND.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
79
Includes a timeline of corporate history and a map of locations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a red box to highlight the 'Big growth divergence' between receivables growth and sales growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses a 'before-after' or 'evidence-based' comparison style to highlight discrepancies in reported vs. actual operational data.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
The slide uses a table to compare reported vs calculated growth and a list of quotes to show the shift in terminology over time.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
124
Uses direct quotes from company 10-K filings to validate the thesis of tariff-related risk.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
125
The slide uses a standard valuation bridge format to derive equity value from enterprise value, then calculates share price and downside.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
04
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a standard activist short-seller report format, combining forensic accounting allegations with fundamental business analysis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
19
Uses a side-by-side comparison of pie charts to visually demonstrate lack of change over a 4-year period.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
29
The slide uses a combination of quantitative compensation data and qualitative sentiment analysis to argue that Zebra's cost-cutting on labor is a competitive disadvantage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
38
Uses a side-by-side comparison to contrast concrete performance data with management rhetoric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
62
Uses a red arrow to link a specific line item in the financial table to the Spruce Point observations.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
81
Uses a red callout box to emphasize the risk and a red line to connect the CAO's tenure to the specific legal findings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
83
Uses a side-by-side comparison to link a specific individual's career timeline with a corporate financial scandal.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
91
The slide highlights a discrepancy between disclosed inventory charges and margin performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
109
The slide uses a numbered list format with red flag icons to emphasize risk factors.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
07
The slide uses a bulleted list to systematically dismantle the company's reporting transparency and business quality.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
10
Slide 10 of an activist short report by Spruce Point Capital Management.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
11
This is a dense text-heavy slide summarizing the core arguments of an activist short report.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
12
The slide serves as an executive summary of the activist short thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
25
Uses a dual-axis chart (bar for lending, line for growth) with numbered callouts to annotate specific periods of decline and strategic shifts.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
26
Includes a red box highlight on the chart to emphasize the recent upward trend in delinquency rates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
31
Uses a combination of anecdotal customer feedback (links) and competitive landscape data to undermine the company's growth narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
37
Includes screenshots of Square and Shopify navigation menus to illustrate the breadth of their current offerings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
44
The slide uses red text to highlight key negative sentiments within the quotes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
53
Includes a direct quote from a former Intuit director to support the thesis of a 'frenemy' relationship.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
58
Includes a screenshot of an FTC press release headline and a summary of the complaint's findings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit