anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 96,741
Current window 71,641-71,670
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

Component

71,641-71,670 of 96,741

filter-aware
01
Slide 1
The slide uses a metaphorical image of a computer monitor infested with vermin and insects to convey a negative sentiment about the company's project health.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a 'villain' framing by contrasting company promotion with 'Our Criticism' and 'Successful Outcome'.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
07
The slide uses a two-row layout to contrast 'Rising Financial Stress' with the 'UBS Partnership Disaster'.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a three-row layout to present distinct pillars of the short thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
09
This is a classic activist short thesis summary slide.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
10
The slide uses a table format to present a timeline of events, with specific highlights (yellow background) for regulatory-related appointments.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
12
The tree logo is the signature branding of Spruce Point Capital Management.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
13
Uses a 'The Stock Promotion' vs 'The Spruce Point Cold Reality' framing to expose a discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
14
Uses a 'before/after' or 'claim/reality' structure to expose a contradiction in company messaging.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
16
Uses a red flag icon to signal a warning about the company's business model claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
18
The slide uses the Spruce Point Capital Management logo (the pine tree) as a visual anchor.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
20
The slide uses a red flag icon and red boxes to emphasize the discrepancy between earnings growth and stagnant cash flow.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
21
The slide uses a table-like structure to highlight the 'Stopped Disclosing' action by the company.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
24
The slide uses a detailed financial table to demonstrate a capital crunch post-acquisition.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
25
The slide uses color coding (red) to highlight the specific period where FCF guidance was suspended.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
26
Uses a red flag icon to signal warning; includes a table of historical data and a timeline of management quotes.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
28
The slide uses a red arrow to visually emphasize the 'Slowing Growth' trend and red text to highlight specific figures in the disclosure excerpts.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses a red flag icon to draw attention to the contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
31
Uses red arrows to visually highlight the removal or change of the '80%' statistic.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
33
Uses red arrows to visually highlight the movement of specific risk factors in the list.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
18
Uses red text to highlight specific pain points within the quotes.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
This is a classic activist short-seller thesis slide, using a logo and a strong, declarative headline.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a comparative structure to show a pattern of behavior.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
22
The slide uses a red box to highlight the Q1 2022 YoY change (36%) and QoQ change (-1%) against historical averages.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Includes a specific adjustment for NCI and equity award tax payments to derive 'Spruce Point Adjusted CFO'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
28
The slide highlights that G&A expenses (less specific items) have not scaled with revenue, suggesting a lack of operating leverage.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
30
The slide uses red 'X' overlays on financial tables to visually represent the removal of data.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Spruce Point Capital Management branding (pine tree logo).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a peer group to argue for multiple contraction by highlighting that Skechers' metrics are more aligned with lower-multiple peers than the 'premier' athletic brands.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit