slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 80,911-80,940
Pages 3,950
Rows per page 30
Component
80,911-80,940 of 118,471
05
The slide uses visual evidence (photos) to cast doubt on the operational status of the company's headquarters.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a red-bordered box for the main thesis and two numbered callouts for specific supporting arguments.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Includes a red flag icon (8) next to the CEO share pledge section.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses red highlighting to emphasize critical phrases within the expert quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses a screenshot from a video with a red arrow pointing to the error.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a combination of primary source documents (FOIA response), company disclosures (20-F), and a summary table to highlight the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
The slide uses a timeline to frame the company's long evaluation period as a reason to be skeptical of their 'discovery' narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
23
The slide uses a table of research funding to contrast with a photo of a university facility opening to expose a lack of disclosure in securities filings.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
24
Uses a photo of a facility entrance with a red box highlighting signage that lists multiple companies at the same address.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
25
The slide uses a 'precedent_table' to establish a pattern of failure in the industry, serving as a preemptive rebuttal to claims that new technologies can easily disrupt the Kroll process.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
26
The slide uses a dual-axis chart to compare energy consumption (kWh/kg) and current efficiency (%) across various titanium production processes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
62
The table highlights two specific examples of consolidation: Bravas LLC (2019) and Daisy (2024-2025).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
64
Uses a split-screen layout: left side defines the categories and their 2022 sales/TAC; right side provides a timeline of management quotes highlighting the contradiction.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
65
Uses a combination of a data table and a website screenshot to prove inventory bloat.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
67
The slide uses color coding (yellow/red) to emphasize the recent decline in growth rates.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
68
Uses a 'nothing' callout to highlight the absence of data as a negative signal.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
69
Uses a quote-vs-data structure to highlight management failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
71
The slide uses a table to highlight frequent executive turnover as a red flag for financial reporting inconsistencies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
72
The slide uses a red box to highlight the specific line item 'Restructuring, impairment and extinguishment costs, net' in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
73
The slide uses a table to compare cash taxes vs. provision for income taxes to highlight a discrepancy.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
74
The slide uses evidence from auditor reports to suggest potential governance or financial reporting risks.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
75
The slide uses a table to contrast pre-acquisition financials with post-acquisition reporting, specifically highlighting inventory changes and the extension of amortization periods for customer relationships.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
76
Uses a testimonial from a VP at a large public security company to validate the 7-8 year industry standard.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
78
The slide uses a 'before-after' style logic to show that the company's provided explanations for revenue and EBIT declines do not sum up to the reported totals.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
81
The slide uses direct quotes from SEC filings to demonstrate the shifting accounting treatment.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses red arrows and question marks to visually demonstrate the missing data point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide uses red arrows and callouts to highlight the decline in ownership percentage and the introduction of deferred share units as negative indicators.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
91
The slide uses a comparison table to highlight that REZI's valuation multiples are high relative to its operational performance metrics compared to peers.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
92
The slide uses a split-table format to compare two different business segments of Resideo against their respective peer groups.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit