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slides · global inventory

Paragraph

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 80,701-80,730
Pages 3,950
Rows per page 30
Component: Paragraphclear collectionreset all
18 30 60

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80,701-80,730 of 118,471

filter-aware
65
The slide explicitly calls out an 'unusual and aggressive' adjustment regarding share repurchases.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table format to highlight specific financial disclosures from 2021-2025.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
Uses a proxy statement excerpt and a TrustPilot review to build a narrative of misaligned incentives.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses screenshots of website policy changes and a renewal discount email as evidence.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
83
Uses Bloomberg consensus data to highlight a disconnect between macro airline industry struggles and company-specific financial forecasts.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
15
The slide uses a 'villain critique' narrative style to link specific individuals to repeated patterns of financial misconduct.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Uses direct quotes to highlight the CEO's promotional rhetoric.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Uses a circular diagram to imply a closed-loop financial relationship.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
Uses a combination of narrative text, screenshots of corporate bios, and legal document excerpts to build a case of deception.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
26
Uses a before-after framing to highlight management's history of misleading investors.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
27
Uses a before-and-after comparison of software screenshots to expose a product flaw.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
28
Uses screenshots from the company's website and roadshow video to demonstrate a lack of basic data integrity.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
29
The slide uses visual callouts to highlight specific data errors (patient name mismatch and date discrepancy) within a software interface screenshot.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
37
The slide uses a table to show the evolution of the AstraZeneca-Tempus agreement over three iterations, emphasizing the lack of meaningful financial growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
38
Uses a visual comparison of two payment flows to illustrate the accounting maneuver.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
39
Uses a flow diagram and a table to illustrate circular/related-party capital flows.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
40
The slide uses a 'villain' framing by questioning the CAO's role and the redaction of the GSK signatory.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
41
The slide uses a flow diagram and a summary table to illustrate the circular flow of funds.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
43
The slide uses a 'cookie jar' metaphor to describe the accounting practice.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
46
The slide uses a table to contrast consistent historical reporting against a single 'Not Disclosed' entry.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
47
The slide uses a waterfall-style calculation to bridge the gap between reported TCV and the estimated TCV, highlighting a 'hidden' reduction.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
48
The slide uses a waterfall-style logic to bridge from reported TCV to an adjusted core TCV figure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
51
The slide uses a table to highlight the shrinking percentage of long-term deferred revenue relative to total deferred revenue.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit