anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Callout

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

Search Insights JSON Unlock
Matching slides 96,741
Current window 9,931-9,960
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

Component

9,931-9,960 of 96,741

filter-aware
08
Uses a 'Promoting the Unicorn' vs 'Exposing the Dog' framing to highlight contradictions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
09
Uses social media sentiment and news headlines to frame the CEO's outside commitment as a negative distraction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
12
Uses a table to contrast historical user growth milestones with company disclosures, highlighting a specific account purge event.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
20
Uses a series of callouts to contrast company claims against the lack of formal reporting.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
21
Uses a screenshot of a forum to provide primary source evidence for the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
22
Uses survey data to challenge the 'stickiness' thesis of the target company.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
24
Uses customer feedback to contradict management's growth strategy.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
30
Uses a combination of historical acquisition context, executive turnover, and competitive landscape screenshots to build a bearish case.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
33
The slide uses a direct quote from a former employee to undermine the company's credibility.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
01
Slide 1
The slide uses visual metaphor (cockroaches, rats, broken sign) to attack the company's 'family' branding.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
07
Uses a line chart to show divergence between legacy and acquired locations, with a callout box explaining the 'net effect' on reported growth.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
08
Uses a combination of a stacked bar chart for location composition and a grouped bar chart for growth rate comparison to highlight the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
14
The slide uses a 'plug' calculation method (Total Acquired Revenue - Other Inorganic Revenue = AFAM Revenue) to expose the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
18
Uses a line chart to show divergence between legacy and acquired locations, with a callout box summarizing the 'net effect' of the accounting treatment.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
22
Uses direct quotes and earnings supplement data to frame management as incompetent.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
29
Uses a combination of financial tables and callout boxes to build a narrative of accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
31
Includes a line chart of CTC's gross margin, a table calculating potential profit loss, and social proof from Gasbuddy.com.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
34
The slide uses red bars to highlight Canadian Tire's underperformance relative to peers.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
40
Uses a combination of historical ownership tables, financial performance charts, and quotes to build a case for overvaluation.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)2 hits
62
Uses quotes from earnings calls to build a case for hidden financial mechanisms.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
Uses a 'quote-and-rebut' structure to highlight a contradiction between sell-side optimism and activist skepticism.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
67
Uses a waterfall-style logic to calculate cash flow available for debt paydown and compares it to required paydown to reach target leverage.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
68
The slide uses a red box to highlight the discrepancy in leverage ratios caused by the exclusion of $1bn+ in guarantees.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
69
Uses a precedent (Home Capital Group) to argue that CDIC insurance does not prevent bank runs.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
74
Uses the 'Big Short' movie poster as a visual anchor to establish credibility via association with Steve Eisman.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade2 hits
78
Uses a quote-based contradiction framework to highlight management's disconnect from the underlying financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade2 hits
85
Uses a side-by-side comparison of two tables to show the addition of a footnote (Footnote 4) between 2017 and 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade2 hits
92
Uses red underlining in the source text to highlight the specific accounting changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
96
Uses a red arrow to visually connect the company's reported STIP earnings to the adjusted calculation, highlighting a $44 million delta.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits
97
Uses SEC press release and proxy circular excerpts to establish a pattern of poor governance oversight.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 2 hits