slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 7,561-7,590
Pages 355
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7,561-7,590 of 10,645
12
Uses an expert quote to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
13
Uses a comparison table to contrast the company's stated method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
41
Uses a 'villain' (SunPower) to frame the competitive threat to the subject company (Sunnova).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a direct quote from a Green Tech Media article to substantiate the claim of partnership.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a testimonial/quote from a former executive to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
Uses a chronological sequence of press releases to demonstrate the shift in terminology.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
44
Uses external news clippings and an expert quote to validate the thesis that customers are in cost-cutting mode.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
45
The slide uses a donut chart to show customer concentration and a logo grid to illustrate the client base, highlighting the 'Financial Services & Government' segment.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
10
The slide uses a structured layout to contrast the company's narrative with the activist's skepticism.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
23
The slide uses a red box to highlight the adjusted FCF discrepancy.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
25
Uses a combination of narrative text, a quote from the CEO, and a screenshot of an SEC press release to establish a 'guilt by association' narrative.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
38
Uses a screenshot of an Instagram post as evidence of potential related-party transactions or wasteful spending.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses visual evidence (jet, yacht) and a direct quote to frame the CEO as misaligned with shareholder interests.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses red and blue boxes/arrows to visually link and contrast specific line items across two different financial tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses red boxes and arrows to visually link and contrast specific revenue figures across two different financial documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses red boxes to highlight specific line items (Material Recovery) that show significant discrepancies between the two reporting periods.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a table to contrast company-reported metrics with activist-adjusted metrics to prove misstatement.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses a 'Spruce Point Reality' vs 'GFL Prospectus' framing to highlight a discrepancy in reported EBITDA multiples.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a 'Reality Check' framework to juxtapose management claims against third-party credit analysis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide uses a 'Spruce Point Reality Check' callout to frame the contradiction between two sets of financial guidance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
Uses a 'CEO Quote vs Reality' structure to highlight management deception.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses a table from an Ares Capital 10-Q to highlight the distressed nature of the target company.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
The slide uses a quote from GFL filings to expose the lack of director incentives.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a quote from an industry observer to support the thesis that GFL's acquisitions are largely failures, justifying the high intangible asset valuation as a risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Uses a direct quote from the CEO to set up the contradiction.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Uses a red box to highlight the contradiction between the CEO's quote and the actual revenue growth figures in the table.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
60
Uses visual evidence (shelf photos) and pricing tables to undermine management's M&A rationale.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses a combination of a bar chart (FCF Conversion) and a line chart (FCF Yield) to contrast financial metrics with the narrative of 'best-in-class' performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
94
Uses a 'before-after' framing to contrast stated priorities with actual behavior, highlighting a potential conflict of interest or strategic failure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit