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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 72,631-72,660
Pages 3,225
Rows per page 30
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18 30 60

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72,631-72,660 of 96,741

filter-aware
91
The slide uses a 'before and after' structure to show that the company's risk language remains largely unchanged despite a claimed remediation in 2019.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a red 'X' overlay on a financial table to emphasize the removal of the disclosure.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a table to show the delta between sales growth and A/R growth, pointing to potential accounting manipulation or business health issues.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a side-by-side comparison of two tables to visually demonstrate the change in terminology.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide highlights a lack of transparency (NA values) in recent quarters following a period of growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
Includes a red hand-drawn arrow connecting the 2020/2019 figures in the 2021 report to the 2020 report.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
Uses red strikethrough and red background to highlight discrepancies in company reporting.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
104
The slide uses yellow highlighting to draw attention to specific accounting terms.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
The slide uses a table to compare FND's cash flow from payables against peers like Home Depot and Lowe's to demonstrate the outlier status.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
107
The slide uses a table to demonstrate a potential accounting or operational red flag regarding inventory buildup.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
108
The slide uses a red arrow to visually connect the change in terminology from 'amounts due to our suppliers' to 'amounts owed to the financial intermediaries'.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
110
The slide uses a numbered list with question marks to emphasize the demand for transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
The slide uses a table to demonstrate a pattern of insider selling, contrasting company growth claims with the behavior of its primary stakeholders.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
The slide uses a contrast-based argument to suggest management incentives are misaligned with operational health.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
115
The slide uses a table to present evidence of related-party transactions involving board members Dwight James and Ryan Marshall.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
116
Uses red underlining in the source text to emphasize the contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
Spruce Point Capital Management branding (pine tree logo).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
120
The slide uses a 'Spruce Point Adjusted' methodology to reclassify liabilities as debt, resulting in a higher leverage ratio (3.1x vs 2.2x).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
122
The slide highlights FND's premium valuation relative to peers, specifically calling out adjusted estimates for operating expenses.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 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
01
Slide 1
The slide uses a metaphorical image of a zebra surrounded by predators to imply a 'strong sell' thesis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a precedent table to establish credibility by showcasing past successful short-selling calls.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
07
The slide is a dense text block summarizing the core arguments of an activist short report.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
08
Uses a red flag icon as a visual metaphor for risk/concern.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
10
This is a transition or thesis slide, likely introducing a section on business performance or market risks.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
11
The slide uses a dual-axis line chart to correlate margin decline with volatile sales growth.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit