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 11,101-11,130
Pages 3,225
Rows per page 30
Component
11,101-11,130 of 96,741
57
Uses Wayback Machine screenshots to contrast historical branding with current website state.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test2 hits
65
Uses a chronological sequence of quotes to expose management's shifting narrative on store strategy.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
72
Uses maps to visualize geographic expansion of a private competitor.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
94
Uses Wayback Machine screenshots to prove policy change.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
103
The slide highlights a specific change in accounting policy language between the IPO-2019 period and 2020-Today, suggesting it was done to artificially inflate margins.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
105
The slide uses a table to contrast quarterly gross profit data with the company's own qualitative explanations, pointing out the omission of price increase benefits in the full-year summary.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
109
The slide uses a combination of narrative text, a direct quote from a 10-K, and a financial table to demonstrate a pattern of behavior.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
113
The slide uses a table to chronologically list SEC disclosures to build a narrative of suspicious insider activity.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
117
The slide uses a 'suspicion' frame to interpret standard governance updates as potential red flags.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
118
Uses a quote from the subject to highlight the brevity of his actual auditing experience.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 2 hits
121
The slide uses a bar chart to contrast FND's peers against a Pool Corp warning callout to argue that FND's growth targets are unrealistic.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
14
The slide uses a table to highlight the decline in software/computer equipment investment compared to other asset classes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
17
Uses a contrast-pairs framework to show the discrepancy between the original and new press release quotes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
18
The slide uses a call-and-response format to validate market dominance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
20
The slide uses a table to contrast management's frequent use of the term 'backlog' with the activist's claim that it is an unstable and undefined metric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
39
Uses direct quotes from earnings calls and 10-Q filings to contrast management's narrative with financial results.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
43
Uses a screenshot of Zebra Technologies' venture capital website as evidence of the 'villain' behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
44
Uses red boxes to highlight specific periods of accounting change and recent impairment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
47
The slide uses news headlines and employee growth charts to support the narrative of struggling portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
50
The slide uses a table to contrast acquisition costs, goals, and intangible asset amortization periods to support a thesis of speculative M&A.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
57
The slide uses a table to demonstrate executive turnover post-acquisition, a common tactic in activist investor decks to suggest management instability or loss of institutional knowledge.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
59
Uses Wayback Machine screenshots to highlight stagnant customer count claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
68
Uses red 'X' overlays to visually communicate product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
73
Uses a side-by-side comparison of a press release snippet and a conference quote to suggest obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
79
The slide uses a red box to highlight the specific line item 'Acquisition and integration costs' in the reconciliation table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
81
Uses a red callout box to emphasize the risk and a red line to connect the CAO's tenure to the specific legal findings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
82
Uses red boxes and arrows to highlight discrepancies in name spelling and CPA license status.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
86
Highlights specific text changes in green to draw attention to accounting policy shifts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
88
The slide highlights a specific contradiction between the company's stated lack of take-or-pay arrangements and their actual payment behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
95
The slide highlights a potential accounting manipulation where factoring is used to mask poor operating cash flow performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits