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 79,531-79,560
Pages 3,950
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79,531-79,560 of 118,471
47
The slide highlights that Saputo stopped disclosing certain metrics (Market share, Excess Capacity) while maintaining margin improvements.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a comparison table to frame Saputo's capital allocation as insufficient relative to industry peers.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
Uses a 'ceo-quote-contradiction' framework to highlight management's downplaying of private label importance despite market trends.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a comparison-style layout to present qualitative interview findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses a structured format to present expert testimony as part of an activist research process.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table-like structure to categorize expert testimony.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The slide uses a structured format to present expert testimony as evidence for an activist short thesis.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
Uses a chronological list of annual report excerpts to demonstrate a subtle change in management's narrative.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses visual red boxes and arrows to highlight the removal of 'Wisconsin Snacking Cheeses' and the reduction of SKUs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
Uses visual evidence (photos and screenshots) to support the claim of aggressive discounting.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
Uses Wayback Machine screenshots to highlight missing product categories.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses photographic evidence to demonstrate local competition and aggressive pricing promotions.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Uses a before-and-after comparison to expose a contradiction in company marketing claims.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a side-by-side visual comparison to argue lack of value-add by the acquirer.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
Uses a red arrow to highlight the discrepancy between the public org chart and the actual holding entity.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses a chronological sequence of quotes to demonstrate a failure to meet stated production targets.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Uses direct quotes from conference calls to highlight the gap between management's narrative and the analyst's assessment of the situation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The table highlights a lack of disclosure in Canadian filings compared to Australian filings for the same entity.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a before-after comparison to highlight the loss of segment-level revenue data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
Uses a table to show discontinued product categories and visual evidence of website changes.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
104
The slide uses a red-highlighted table row to emphasize the 'shrinkage' of the product portfolio.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
Uses red 'X' marks to visually indicate discontinued products.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
Uses a before-and-after visual comparison of website screenshots and social media activity to demonstrate brand neglect.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
110
Uses a 'derived' methodology to back-calculate Argentina performance from International segment data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
The slide presents four distinct tables comparing financial data for La Serenisima, Grupo LaLa, Gloria Leche, and Fonterra's Chile business.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
The slide uses a red-bordered callout box to summarize the thesis and a blue header for the supporting evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
117
Uses a comparison frame to contrast company claims with activist skepticism.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
Uses a 'before-after' style comparison of promotional intensity to highlight business distress.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
Uses a 'Saputo Claim' vs 'Spruce Point Challenge' comparison structure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
Uses excerpts from financial statements of Saputo Europe and Saputo Australia to expose lack of transparency and low R&D spend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit