slides · global inventory
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Matching slides 96,741
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72,691-72,720 of 96,741
58
The slide uses a table to track the departure of key personnel to suggest instability or poor integration post-acquisition.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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60
Uses a red box and arrow to highlight the contradiction between the narrative and the accounting treatment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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61
The slide highlights high executive turnover as a negative indicator of post-merger integration success.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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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
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63
The slide uses a table to document executive departures and a narrative paragraph to connect a specific executive to a struggling client (Estee Lauder).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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64
The slide uses a table to demonstrate a 'brain drain' of Fetch executives following the acquisition.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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65
Uses red arrows to visually connect data points from the left table to the right table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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66
The slide uses color-coded highlights (green for positive, yellow for neutral/vague, red for negative) to track the evolution of management sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
67
Uses Wayback Machine evidence to prove product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
70
Uses a table format to contrast analyst questions with vague CEO responses.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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71
The slide uses a red box to draw attention to Zebra Technologies within a table of holdings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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72
Uses a quote-contradiction framework to highlight the gap between management's optimistic tone and the actual financial data.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
74
Uses direct quotes from CEO Burns at two different conferences to expose the contradiction.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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75
Uses a combination of executive quote analysis and financial reconciliation to highlight a discrepancy in performance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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76
The slide uses a table format to present Q&A pairs, highlighting potential weaknesses in Zebra's differentiation strategy.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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78
The slide uses a callout box to summarize the expert's sentiment, followed by a direct quote in a table format.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
80
Spruce Point Capital Management branding (pine tree logo).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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84
The table shows a clear upward trend in inventory-to-sales ratios in 2022 and 2023 compared to previous years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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85
The chart highlights a divergence where inventory growth significantly outpaced sales growth starting in 2022.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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87
Includes a red arrow annotation connecting the conference call quote to the financial table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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90
The slide uses screenshots from the Wayback Machine and proxy statements to document the executive's presence and subsequent disappearance from official company records.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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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
92
The slide uses a table format to present a Q&A transcript.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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94
The slide links the reporting change to a former CFO who later faced financial reporting issues at another company.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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96
Uses a table to show the pro-forma adjustment of interest expense and the resulting impact on the EBITDA/Interest coverage ratio.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
97
Uses a table to demonstrate the discrepancy between GAAP and cash-based tax reporting.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
98
Uses color-coded highlighting (green/yellow) to draw attention to specific textual changes between years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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101
The slide highlights a divergence between insider behavior and institutional ownership trends.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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103
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
104
Uses a 'before and after' comparison of slides to show the removal of content.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
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