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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 10,441-10,470
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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10,441-10,470 of 96,741

filter-aware
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive media promotion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
15
The slide uses a line chart to visualize the correlation between the company's name changes and the decline of previous buzzwords.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
16
Uses a table to adjust reported bookings by removing Baker Hughes revenue to show underlying performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
21
Uses CEO quotes to frame the contradiction against the quantitative market share data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
22
Uses a red flag icon to signal the contradiction; includes specific quotes from the CEO and historical financial data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
23
Uses visual evidence (screenshots) to highlight a shift in corporate messaging.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
25
Uses a timeline-style flow to show changing terminology, followed by two tables demonstrating the data gaps and growth deceleration.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
26
Uses a chronological list of quotes to demonstrate the shift in definition.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
28
Uses a red flag icon to signal the core contradiction/accusation.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
31
The slide uses a red-bordered callout box to highlight the contradiction between the company's self-promotion and its absence from institutional portfolios.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
41
Uses red flags and boxes to draw attention to the discrepancy between reported margins and cost descriptions.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
43
The slide uses red boxes to highlight specific data points that support the thesis of accounting manipulation.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
46
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
50
Uses two tables to demonstrate the discrepancy between implied growth expectations and actual backlog trends.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
53
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
55
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
56
Uses a red flag icon to denote a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
58
Uses a red flag icon to signal a warning/contradiction. The diagram maps the flow of funds and alliances between C3.ai, Microsoft, and the DTI.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
59
Uses a red flag icon to denote a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
60
The slide uses a red flag icon and red borders to emphasize the excessive nature of the lease expansion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
64
Uses Wayback Machine screenshots to demonstrate the contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test2 hits
70
The slide uses a red flag icon to signal a warning about the accounting team's composition.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test2 hits
74
Uses a red box to highlight specific line items in a tax document and red text to emphasize director affiliations.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence2 hits
75
Uses a red flag icon to highlight the conflict of interest.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence2 hits
76
The slide uses a red flag icon to emphasize the warning.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet2 hits
28
The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
32
The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
33
The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
35
The slide highlights SMCI's valuation relative to peers, specifically calling out Wiwynn as a comparable.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
36
The slide uses a standard valuation bridge format to justify a short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits