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 10,921-10,950
Pages 3,225
Rows per page 30
Component
10,921-10,950 of 96,741
69
Uses a 'Less Disclosure' callout to highlight the reduction in reporting granularity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits
70
The slide uses red callouts to highlight specific contradictions between verbal claims and visual data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits
75
The slide uses a table format to present citations and summaries of research papers.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
82
The slide uses a screenshot of a 10-Q filing to provide evidence of executive stock selling plans.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
83
The slide uses a table to contrast historical capacity ($175M) with current capacity ($1B) and highlights the net borrowing activity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
87
The table highlights that Rollins trades at a premium multiple compared to the peer group average.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
89
Includes a specific callout regarding Rollins family stock sales and share repurchases.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
04
The slide uses a table to contrast initial concerns with subsequent negative outcomes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
12
This is a summary slide from an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
14
The slide uses a 'Really?' transition to contrast the company's marketing claim with the activist's critique.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
24
Uses a waterfall-style trend line to imply 'progress' while labeling it a mirage.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
27
Uses a 'before and after' comparison to frame the lack of disclosure as a deliberate obfuscation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
34
Uses a 'guilt by association' narrative structure to question the integrity of the subject company's accounting leadership.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
42
Uses a red box to highlight the contradiction between the company's 'non-vehicle' claim and the reality of the underlying revenue source (refrigerated trailers).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
46
Uses expert network interview transcripts to challenge company disclosures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
49
The slide uses a list-based comparison to argue that Samsara faces significant, often overlooked competition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
51
The slide uses a combination of third-party study data and qualitative expert testimony to frame Samsara as technologically inferior.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
52
The slide uses a side-by-side table comparison to expose a competitive weakness in Samsara's enterprise/government segment.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
54
The slide uses a 'Samsara Claim' vs 'USPS and Court Findings' structure to discredit the company's legal actions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
The slide uses a two-part table structure: annual fiscal year data and quarterly breakdown to estimate churn.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
67
The slide uses red boxes to highlight specific data points (Q1'24/Q2'24 AR/Inventory changes and ratios) that support the thesis of low-quality earnings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
70
Uses red boxes to highlight specific cells in the table that the author disputes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
84
The slide uses a 'villain' narrative by framing insider selling as a signal of lack of confidence despite 'optically' good results.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
86
The slide uses a callout box to frame the thesis and red boxes to highlight negative business attributes of the peer groups.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
06
Uses red arrows and underlines to draw attention to specific risk factors in the company's 10-K.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
08
The slide uses a side-by-side comparison to highlight a reputational risk/contradiction.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
09
The slide uses a table to contrast demographic data across three organizational levels: Board, Senior Leadership, and All Employees.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
11
Uses a 'Warning' callout to emphasize the lack of long-term purchase obligations from major customers.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
13
Uses guilt-by-association tactics common in activist short-seller reports.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
16
Uses screenshots of LinkedIn and Twitter profiles to establish a link between the subject and a controversial organization.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter2 hits