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 73,141-73,170
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

Component

73,141-73,170 of 96,741

filter-aware
73
The slide uses yellow highlighting to emphasize critical claims about organizational instability and lack of long-term leadership.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses screenshots of website policy changes and a renewal discount email as evidence.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
This is a classic Spruce Point Capital Management thesis slide, featuring their signature tree logo.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
78
The slide uses a red callout box to visually emphasize the 'Exited' status of specific shareholders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
84
The table highlights 'Partnership & Gov't Risk' as a key differentiator for Clear Secure compared to peers.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
01
Slide 1
The slide uses a storm metaphor with bubbles containing stock tickers (INWK, HMK, TEM, GRPN) and exchange names (NASDAQ, NYSE).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
03
The slide uses a comparison table to frame the current target (TEM) by associating it with past successful short targets.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
06
Uses a numbered list with red flag icons to denote risk areas.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
07
The slide uses a classic activist short-seller report structure, combining a strong headline with a summary of key pillars (AI substance, management/board integrity).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
08
The slide uses a narrative-heavy approach to expose potential fraud or financial engineering in corporate partnerships.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
09
The slide uses a red border to emphasize the critical nature of the content.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
10
The slide uses a yellow background for the main content area, typical of Spruce Point activist decks.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
11
The slide uses a yellow background box to highlight the core thesis of the activist short report.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
13
The slide uses a narrative structure to undermine the credibility of the founders by linking past behavior to current concerns at Tempus AI.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide uses a 'villain critique' narrative style to link specific individuals to repeated patterns of financial misconduct.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Uses direct quotes to highlight the CEO's promotional rhetoric.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
18
Uses a visual callout to highlight the missing information.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
Uses a combination of narrative text, screenshots of corporate bios, and legal document excerpts to build a case of deception.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
Uses red underlining to draw attention to specific incriminating text segments.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
26
Uses a before-after framing to highlight management's history of misleading investors.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
30
The slide uses a screenshot of a Glassdoor review with specific text highlighted in blue to emphasize the 'messy and incomplete' data claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
37
The slide uses a table to show the evolution of the AstraZeneca-Tempus agreement over three iterations, emphasizing the lack of meaningful financial growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit