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 10,771-10,800
Pages 3,225
Rows per page 30
Component
10,771-10,800 of 96,741
89
Uses a red flag icon to highlight the contradiction between performance and management assumptions.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
90
Uses a red-highlighted table to emphasize the 'vanishing' products.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
93
The slide uses a combination of a text-based audit excerpt and a comparative table of historical fraud cases to build a narrative of risk.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
102
The slide uses a screenshot of a financial note to prove a discrepancy in accounting disclosure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
106
Uses a before-and-after visual comparison of website screenshots and social media activity to demonstrate brand neglect.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
107
Uses screenshots of audit reports to highlight recurring issues.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
110
Uses a 'derived' methodology to back-calculate Argentina performance from International segment data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
112
The slide uses a bar chart to contrast a single company's performance against a peer group average.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
114
The slide contrasts the stable Chilean economy with the distressed Argentine economy to frame the valuation benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
116
The slide uses a visual representation of the company's own strategic framework to set up a subsequent 'villain critique' or 'expose contradiction' section.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
118
The slide uses screenshots of e-commerce sites to highlight price premiums of branded products over private label alternatives.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
120
Uses screenshots from Way back Machine and Nibbl Cheese as evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
137
The slide uses a red flag icon to draw attention to the negative regulatory findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
141
The slide presents two distinct data tables tracking quarterly compliance status for specific facilities.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
144
The slide uses a table to list analyst ratings and a pie chart to visualize the recommendation mix, emphasizing the lack of skepticism among major Canadian banks.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
10
The slide uses a sidebar-style layout to categorize the list of issues.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication2 hits
13
This is a classic activist short thesis slide, framing the company as a 'villain' through a comprehensive list of failures.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
24
Uses a 'before-after' comparison to highlight a specific strategic omission.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
29
Includes a screenshot of a legal document and a community activist website.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
31
The slide uses two charts to show the growth of debt and cumulative capital raised over time.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
32
The slide uses a dual-callout structure to point out specific trends in the cumulative line chart.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
34
Uses direct quotes from company filings and conference calls to expose the gap between guidance and reality.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
38
Includes a screenshot of an email request and a data table showing 2018-2020 metrics.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
39
Uses a red box to highlight the lack of growth between the acquisition announcement and current data.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
41
The slide uses a table to show the trend of short-term debt vs total debt over time, culminating in a callout arrow emphasizing the trend.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
42
Uses a table to demonstrate the impact of reclassifying book overdrafts on OCF margins.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
43
Uses screenshots of SEC filings to highlight the discrepancy.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
46
The slide uses a table from a regulatory audit to undermine the acquisition thesis.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
49
Uses a before-after comparison of growth projections to highlight a discrepancy in company guidance.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
The slide uses red highlighting to call out specific data points that the author claims are inconsistent or problematic.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits