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 7,831-7,860
Pages 355
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Component
7,831-7,860 of 10,645
56
Uses a direct quote to frame the company's own words as a liability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Uses a 'before-after' framing to contrast management's IPO narrative with subsequent reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
29
The slide uses a reconstruction methodology to isolate new store sales from Spartan Surfaces sales.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
38
Uses a table to demonstrate the trend of rising capex per store and the subsequent lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
62
The slide uses red arrows to highlight specific data points of concern regarding inventory distribution and disclosure.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a combination of expert testimony and screenshots of competitor websites to demonstrate the closing of a technology gap.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses a direct quote from a conference call to set up the contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses a 'CEO Quote vs Reality' structure to expose management contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a combination of qualitative interview text and quantitative data from BBB, Glassdoor, and Pissed Off Customer to build a case against the company's narrative.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
118
Uses a quote from the subject to highlight the brevity of his actual auditing experience.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Includes a CEO quote to frame the business focus.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
16
Uses a 'before-after' comparison of press release headlines to imply corporate obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
28
Uses Wayback Machine screenshots to highlight a discrepancy between reported stability and observed partner network shrinkage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
31
The slide uses a timeline to frame Zebra's narrative of evolution into a 'solutions provider', with a red circle highlighting a specific product milestone.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
51
The slide uses a 'ceo-quote-contradiction' framework to undermine the company's reported cash flow metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
62
Uses a red arrow to link a specific line item in the financial table to the Spruce Point observations.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
65
Uses red arrows to visually connect data points from the left table to the right table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
73
Uses a side-by-side comparison of a press release snippet and a conference quote to suggest obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
75
Uses a combination of executive quote analysis and financial reconciliation to highlight a discrepancy in performance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
87
Includes a red arrow annotation connecting the conference call quote to the financial table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
03
The slide uses a table to establish credibility by citing past successful short campaigns.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
15
The table has a large red X over the Q1 FY18 column, likely indicating a change in reporting or a point of contention.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Aha Moment1 hit
19
Includes a quote from a former executive and a competitive landscape callout.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
22
Uses news headlines and quotes to build a case against the stability of the BaaS model.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
36
The slide uses a combination of a thesis-driven argument and a supporting expert quote to validate the 'disruption' narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
41
Uses a combination of expert testimony (Tegus) and social proof (Reddit/Trustpilot) to build a negative narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red bar to highlight Mailchimp among its competitors.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses red text to highlight key negative sentiments within the quotes.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit