slides · global inventory
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Matching slides 118,471
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77,071-77,100 of 118,471
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
28
The slide uses a table to track director independence status from 2015-2017, specifically calling out Francisco Alvarez-Demalde's change in status.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
32
The slide uses a consistent time-series format across three valuation metrics to argue that current valuations are disconnected from performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
34
Includes a specific callout on PP&E breakdown suggesting excessive spending on office fixtures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
36
Uses linear regression to justify a specific price target based on peer multiples.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the 'Regression' scenario as the primary focus of the activist thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Resolution1 hit
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
03
The table serves as a track record of successful activist outcomes (CEO turnover).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
08
Uses a circular flow diagram to illustrate the reversal of a business model's flywheel.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
10
The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
11
The slide uses a custom 'Dividend Sustainability' metric defined in the footnote.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
16
Uses a comparison table to contrast company definition vs. preferred definition.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
47
Uses a red flag icon to signal risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a peer group comparison to argue that MGPI is overvalued by bulls who misclassify it as a beverage company.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
51
The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
53
Includes two tables: one comparing Street vs. Spruce Point estimates, and one calculating price targets based on P/E and EBITDA multiples.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit