Matching slides 96,741
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71,251-71,280 of 96,741

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The slide uses a 'before-after' comparison to expose a contradiction in the company's market sizing narrative.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
23
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
25
The slide uses a red box to highlight the cessation of 'ARPU (customer)' reporting and the shift to 'ARPU (locations)'.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
29
Uses a contrast-pairs framework to highlight the discrepancy between LSPD's messaging and its peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
36
Spruce Point Capital Management branding (pine tree logo).Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses a Q&A format to present expert testimony.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
40
Includes a screenshot of a tweet and a block quote from an interview.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
41
Uses a red flag icon and red bounding box to draw attention to the new migration guide.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses a quote from the Head of IR to prove management tracks metrics they do not report.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses a red flag icon and a red-bordered callout to emphasize the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses a red flag icon to denote a warning/contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a red flag icon to highlight the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses a red flag icon and red borders to draw attention to the discrepancy in DSO trends between the subject company and its peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Uses a red flag icon to highlight the critical claim.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Uses a direct quote from an earnings call to highlight the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a red callout box to frame the data as evidence of poor capital allocation.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The slide uses a quote from a former manager to set up a contradiction with the empirical data in the table.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses red callout boxes to emphasize negative feedback from an anonymous source.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a Q&A format to highlight operational and product-market fit issues.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses a red box to highlight the zero/low values in the 'Transaction-related expenses' row of the financial table.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses visual evidence (screenshots) to undermine the credibility of the subject's professional background.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
Uses direct quotes from company filings and CEO interviews to highlight discrepancies in growth and revenue metrics.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Uses red flag icon to signal warning/contradiction. Two distinct 'Limitation on Scope of Design' text blocks are used as evidence for the calculations on the right.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
Uses direct quotes from press releases and conference calls to demonstrate inconsistent reporting.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
Uses red boxes to highlight contradictions between management claims and reality.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
Uses red flag icons to highlight contradictions between management quotes and subsequent financial data.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
109
Uses a red flag icon to signal a warning/red flag in the activist report.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
Uses red boxes and arrows to visually highlight the discrepancy between 'singular' and 'plural' language.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
120
The slide uses a table and a line chart to visualize the dilution of insider ownership.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
123
The table demonstrates the impact of M&A and capital raises on the company's pro forma enterprise value.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit