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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 118,471
Current window 78,781-78,810
Pages 3,950
Rows per page 30
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78,781-78,810 of 118,471

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03
The slide uses a precedent case to establish credibility for the current activist campaign.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide explicitly references a 'Porter's Five Forces Analysis' in the sub-header.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
This is a classic activist short-thesis slide, focusing on 'accounting manipulation' and 'misleading metrics'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide argues that industry maturation will intensify competitive pressures on Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
11
The slide uses a checkmark/X matrix to highlight reporting discrepancies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
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
14
The slide highlights a shift from positive to negative margins in the adjusted calculation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
The table demonstrates the discrepancy between company-reported adjusted OCF and Spruce Point's adjusted OCF by subtracting items the company adds back.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The table highlights the shifting terminology and values used by the company over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a red box to highlight the 12/31/19 period across all three companies to emphasize the anomaly.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
Highlights specific accounting policy language from company filings to contrast methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
The table shows a consistent pattern of negative cash flow before financing across multiple years and quarters.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses press release excerpts and a data table to demonstrate insider selling.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
23
The slide highlights a discrepancy between the target company's compensation metrics and those of its peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Includes annotations highlighting key markets for Sunnova and markets with expected growth.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
The slide uses a comparison table to argue that direct ownership is financially superior to leasing.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a combination of a summary paragraph and a list of supporting evidence points, with key phrases underlined for emphasis.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Includes a bar chart showing market share growth from 2016 to Q1 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Includes a table showing historical SREC revenue and growth, with red boxes highlighting recent declines in 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a scenario-based logic to argue that both outcomes (renewal vs. no renewal) are negative for the company.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The table illustrates the sensitivity of project economics to regulatory tax incentives.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses a series of quotes from industry executives to contradict the market's assumption of a favorable policy outcome.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
The slide uses a standard Porter's Five Forces framework to argue that Sunnova faces significant competitive pressures.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a bar chart to show market positioning and quotes to frame the acquisition as a cost-saving necessity.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a three-column comparison framework to systematically dismantle company claims.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a 'he said, she said' structure to contrast external industry skepticism with management's vague justification.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses direct quotes to establish a precedent of industry leaders favoring direct sales over independent dealers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses red boxes and arrows to highlight the discrepancy in interest expense placement.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit