slides · global inventory
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Matching slides 118,471
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Pages 3,950
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78,751-78,780 of 118,471
57
The table highlights the discrepancy between company-reported debt and Spruce Point's adjusted figures, specifically focusing on the impact of acquisitions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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58
Includes red arrows indicating the flow of calculations between the two tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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59
Uses two side-by-side tables to contrast financial performance metrics between Q1 and Q2 2020.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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60
The slide uses red boxes to highlight specific cells that the author claims are mathematically unsupported or questionable.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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61
The slide uses a red box to highlight the specific line item (FX gain/loss) and the final Cash From Operations figure that Spruce Point disputes.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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62
Uses a red box and arrow to visually link the two conflicting data points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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63
Uses visual callouts (plus sign and not-equal sign) to highlight the mathematical inconsistency in the company's financial reporting.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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64
Uses a red box to highlight the specific discrepancy between converted C$ Capex and reported US$ Capex.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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65
The slide uses two side-by-side tables from different 10-K filings to demonstrate restatements.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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66
The slide uses a comparison table to establish credibility by citing past successful short campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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69
Uses red arrows to draw attention to the specific per-tonne metrics being compared across three different company tables.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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70
Uses a 'before-after' or 'contradiction' structure to highlight management inconsistency.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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72
Uses a 'Spruce Point Warning' callout to directly refute the quoted analyst text.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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74
Uses a 'before-after' or 'contradiction' structure to highlight a discrepancy between corporate disclosure and subsequent events.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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78
Includes red annotations (circles and arrows) highlighting the specific figures in the source documents.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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82
Uses a vertical timeline structure to contrast corporate messaging with legal reality.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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83
The slide uses a primary source document (email) to expose a conflict of interest or hidden financial motive.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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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
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85
Uses a 'before-after' or 'promise-vs-reality' structure to highlight the failure of the Bestway acquisition.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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86
Uses a chronological structure to contrast corporate narrative with reality.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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88
The slide uses a table of property addresses and visual evidence (photos/maps) to support the claim of excessive perquisites.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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90
Uses screenshots of court records and LinkedIn profiles to support the claim of employee turnover.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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92
The slide uses a table to contrast the company's claims of independence against specific biographical and professional ties.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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94
The slide uses a quote from GFL filings to expose the lack of director incentives.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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97
The slide uses analyst consensus to argue that the market's expectations are already capped, supporting a bearish thesis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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100
The table includes a 'Spruce Point Adj' row to account for TEU impact on enterprise value.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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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
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102
The slide uses a checkmark list format to emphasize the severity of the four points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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105
Uses a three-column layout to contrast index rules with GFL's actual security structure.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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106
The slide uses Bloomberg terminal screenshots to highlight specific fund holdings in GFL.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
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