slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 10,741-10,770
Pages 3,225
Rows per page 30
Component
10,741-10,770 of 96,741
93
Uses a red flag icon to signal regulatory risk; includes direct quotes from company filings and industry interviews.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
95
Uses a 2x2 grid layout to categorize the core arguments against PGNY's business model sustainability.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
98
The slide uses a table and a pie chart to visualize the consensus bias among analysts.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
99
The table highlights the 'Spruce Point Adjusted' EBITDA margin for PGNY, which is significantly lower than the reported margin due to stock compensation adjustments.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
09
The slide uses a two-part structure: historical reputational risk and operational/financial performance critique.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
16
Includes a callout box explaining the breakeven operating cash flow requirement.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter2 hits
21
Uses a direct quote from the CEO to set up the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
22
Uses a red box callout to highlight the empty cells in the skills matrix for CEO Lino A. Saputo.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
25
The slide uses a red callout box to emphasize the lack of transparency in recent deals.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
32
The slide uses a red flag icon to draw attention to the narrative text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
34
The slide uses a red box to highlight the specific line item change in the financial tables.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
35
The slide uses a red callout box to emphasize the specific line item of concern and highlights the 18.7% CAGR for 'Other Selling Costs'.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
37
The slide uses a red flag icon to signal financial risk and a red arrow to emphasize the trend of increasing inventory strain.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
39
The slide uses a red callout box to highlight the company's own quote regarding leverage targets, contrasting it with the actual data showing consistent breaches.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
42
The slide uses a red flag icon and a red box to emphasize the risk of dividend coverage.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
43
Includes a callout box with a red flag icon, a text block explaining methodology, a table of cash flow statements, and a table comparing cash from operations to EBITDA.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
45
Uses visual callouts to highlight specific text changes in corporate documents.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
48
Uses a 'red flag' icon to signal a warning or point of contention.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
The slide uses a red flag icon and red circles to highlight the discounted prices.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
54
Uses a visual 'before and after' comparison to demonstrate business decline.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
60
The slide uses color-coded cells (red for negative trends, yellow for headcount/capacity increases) to visually emphasize the divergence between operational metrics and financial results.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
61
Uses a comparison table and callouts to highlight the shift from granular channel-specific commentary to aggregate commentary.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
62
Uses a red flag icon to draw attention to the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
64
The slide uses color-coded highlights to emphasize contradictory statements from management (Lino vs. Carl).Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
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 2 hits
78
Uses Wayback Machine data to contrast historical brand presence against current website offerings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
79
Uses visual evidence (photos of product labels and price tags) to support the thesis of overpricing.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
80
Uses a 'red flag' icon to signal a warning or investigative finding.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
83
Uses screenshots of supermarket websites to prove product unavailability.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
87
The slide uses a red flag icon to draw attention to the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits