slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 78,271-78,300
Pages 3,950
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78,271-78,300 of 118,471
18
Uses a chronological layout to contrast early management statements with later financial disclosures.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a 'villain' narrative (customers pressuring the company) to explain poor financial health.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses an analogy to frame restricted cash as a negative indicator similar to high DSOs.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
21
The slide uses a comparative accounting framework to show how GAAP vs. Non-GAAP treatment of lease financing creates artificial revenue and profit inflation.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
22
The slide uses a visual comparison framework to contrast two business models and highlight the accounting discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
23
Uses a timeline-like structure to show SEC pressure leading to a temporary change in reporting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses a before-after style framing to highlight the trade-off between cash preservation and equity dilution.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses three news clippings as evidence to support the argument that warrant deals are common practice for Amazon.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses a red arrow to visually connect the warrant provision in the 10-K to the adjustment table.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a before-after comparison to highlight how accounting changes can be used to mask underlying economic performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide uses a 'before and after' comparison of financial reporting strategies to imply management manipulation of revenue recognition.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a red arrow to connect the adoption of accounting standards to the valuation spike.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses a red box highlight on the table and chart to emphasize the impact of the accounting change post-Q3 2018.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two bar charts to illustrate the deterioration of financial health over time, specifically highlighting the divergence between reported metrics and the analyst's adjusted view.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses two bar charts to correlate financial engineering (leasebacks) with revenue performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
The imagery uses a dark, ominous tone to suggest financial distress or 'sinking' performance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a pattern of successful short-selling/activist campaigns.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a classic activist short-thesis structure: high-level summary followed by detailed bulleted arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a traffic-light color coding system (Green/Yellow/Red) to represent risk levels.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
The slide uses a line chart and a data table to contrast reported vs. adjusted EPS, highlighting the discrepancy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
17
The slide highlights a recent upward trend in the cash conversion cycle as evidence of business weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
18
Uses direct quotes from earnings calls to establish a pattern of behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
20
Includes company overview, market data, financial metrics, credit ratings, and segment-specific breakdowns for Retail, REIT, and Financial Services.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
23
Combines a bar chart (store count) with line charts (SSS growth) to show the inverse relationship between store count and SSS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a map to visually demonstrate the 'villain' of intense local competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a grid layout to contrast different competitors' statements, highlighting the threat of increased competition.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit