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 73,201-73,230
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

Component

73,201-73,230 of 96,741

filter-aware
13
The slide uses a red border to highlight critical findings, typical of activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
14
The slide uses a 'guilt by association' narrative to undermine the credibility of the company's audit committee members.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
15
The slide uses a yellow background to highlight critical negative findings about specific individuals.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
16
The slide uses a yellow background for the main content area, typical of Spruce Point research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
17
The slide uses a short-seller research note style, citing external reports and expert commentary to build a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
18
This slide serves as a continuation of an executive summary, focusing on valuation and downside risk.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
19
The slide uses a visual metaphor of 'red flags' to list concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
21
The slide uses red underlining to emphasize the connection between the board members and the fraudulent activity at Granite Construction.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
25
Uses a red-line emphasis technique to highlight specific text in the source material.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
28
The slide uses a combination of narrative text, a market share table, and news clippings to establish the auditor's incompetence.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
29
The slide uses a red horizontal line to denote the median value for each metric.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide uses a combination of a bar chart for share count growth and a bar chart for insider trading activity to illustrate the misalignment between company dilution and insider behavior.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
31
Spruce Point Capital Management branding (tree logo).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
32
The slide highlights the transition from GCR (General Contractor Relationship) to ODR (Owner-Direct Relationships) segments.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide uses a bar chart and a supporting data table to highlight the divergence between ODR growth and GCR decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
35
Spruce Point Capital Management research note; highlights the discrepancy between reported growth and organic segment performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide uses a 'Spruce Point Capital Management' branding and provides a detailed breakdown of acquired vs. organic revenue across fiscal years and quarters.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a 'preempt_rebuttal' strategy to invalidate the company's reported revenue growth by isolating organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
39
The slide uses a 'Backlog Coverage' metric to argue that the company's growth momentum is slowing down.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
42
The slide uses a comparison of two bar charts to show growth in two revenue streams, highlighting the lack of data post-2018.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
44
LMB is highlighted in orange to distinguish it from peers.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
46
The slide uses a table to highlight the outlier status of Kent Island Mechanical compared to other acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
47
The slide uses a red highlight to draw attention to the 8% margin of Pioneer Power and the adjusted 11.1% LTM EBITDA margin.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
48
The slide uses a list-based comparison to show what was previously disclosed.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
49
The slide uses a reverse-chronological table to highlight the reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
50
The slide uses a red box to highlight the contradiction between the company's claims and the lack of disclosure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
53
Includes a red-line emphasis on a specific risk disclosure from the company's 10-Q.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
55
This is a cover-style thesis slide for a short-seller research report.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
56
The slide uses a table to demonstrate that fixed-price revenue no longer equals GCR segment revenue in 2024, contradicting historical patterns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
58
The slide highlights aggressive accounting practices where management estimates for projects in-progress are adjusted to inflate earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit