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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 72,931-72,960
Pages 3,225
Rows per page 30
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72,931-72,960 of 96,741

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21
Uses a 'before-after' comparison of 10-K language to highlight potential revenue manipulation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
22
The slide uses a direct excerpt from a 10-K filing to frame a concern about revenue recognition practices.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
25
The slide uses color-coded text (red for ROAD's aggressive language, yellow for peer's conservative language) to visually emphasize the contradiction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
27
The slide uses a red box to draw attention to the specific change in accounting/disclosure regarding reserve life.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
28
The slide highlights a discrepancy between the company's reliance on reserve estimates for depletion and the absence of reported reserve figures.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
32
The slide uses a table of management quotes alongside a bar chart to visually demonstrate the discrepancy between stated performance drivers and actual margin trends.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
33
The slide uses a FOIA request to establish a trend of declining contract value, suggesting potential financial shortfalls for the company (ROAD).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
35
The slide uses screenshots of official government documents to substantiate claims regarding contract awards.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
38
The slide uses a 'before-after' style contradiction to imply management is hiding negative developments regarding Florida infrastructure contracts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
40
The table uses a matrix format to show the impact of two variables on EBITDA.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
41
Construction Partners, Inc. (ROAD)Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Includes a CEO quote to frame the company's own narrative on margins, which the slide then challenges with benchmark data.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
44
The slide uses a 'suspicious' framing to imply financial manipulation or misrepresentation of employee counts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
48
Includes a quote from an industry expert and screenshots of MSHA inspection records.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
50
The slide uses a screenshot of a government database and a corresponding table to substantiate the claim of active regulatory violations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses screenshots of official government procurement documents to substantiate the claim.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a 'guilt by association' framework to undermine the credibility of the target company's financial reporting.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses screenshots of official bid reports to substantiate the claim of weak positioning.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
59
The slide uses a red arrow to visually connect the 'Inaccurate Financial Data' box to the 'Spruce Point's Pro Forma Adjusted Capital Structure' table, emphasizing the correction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
61
The slide uses a combination of a stock price/estimate chart and a data table to highlight the disconnect between market sentiment and operational reality.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
The slide uses a combination of qualitative expert testimony and a detailed operational/financial comparison table to argue for ROAD's overvaluation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
66
The table highlights ROAD's missing data with '??' in a red-highlighted column.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
67
The chart shows a stock price trend with red icons (likely insider sales) and green icons (likely insider buys).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
69
The slide uses two distinct tables to categorize related-party compensation versus business payments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
The image uses a metaphorical visual (eagle, construction workers, rats) to imply a negative thesis about the company's operations or connections.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a two-column layout for the bottom section to detail specific pillars of the thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit