slides · global inventory
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Matching slides 18,554
Current window 13,471-13,500
Pages 619
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13,471-13,500 of 18,554
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 Critique1 hit
27
The slide uses a chronological layout to show the evolution of marketing language, with red callouts highlighting discrepancies and risks.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
30
The slide uses a Q&A format to undermine company narrative.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
38
Uses red flags and callout boxes to highlight specific problematic clauses in legal/financial documents.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
40
Uses a comparison table/layout to contrast contract language with SEC filings.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
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 Critique1 hit
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 Critique1 hit
48
The slide uses a Q&A format to build credibility and expose potential business risks.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
54
Uses screenshots of a live chat with an HPE virtual assistant to demonstrate the lack of internal knowledge or integration.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
66
The slide uses a red arrow to highlight the specific 'YES' answer in the court document.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
07
This slide serves as the executive summary/thesis statement for the entire deck, combining a severe valuation call with specific demands for management termination.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
15
Uses red boxes to highlight the specific data points in the tables that contradict each other.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
18
The slide highlights a potential overstatement of production, revenue, and inventory by AMR.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
29
The slide uses a table to compare reported segment revenue against calculated revenue, pointing out discrepancies and missing disclosures.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
Uses a red box to highlight the discrepancy between estimated and reported revenues.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The table lists specific bills of lading for coal shipments from the US to Brazil.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a comparison table to show the evolution of language in legal filings over time.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
51
Uses a 'before/after' or 'claim vs reality' structure common in activist short reports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
The slide uses a quote from a 10-Q to highlight the contradiction between ownership percentage and accounting treatment.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
Uses red flag icon and callout boxes to emphasize the discrepancy.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
Uses a map to visualize cost differentials between coal regions and export ports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
64
Uses a red flag icon and red box to highlight the contradiction between company claims and actual safety data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
Uses a red flag icon to highlight the core thesis of the slide.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The table highlights that AMR is the only company in the peer group using NFDL for safety bonuses.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
Uses a red flag icon to signal warning/risk.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
Uses a combination of a table for insider activity and a line chart with annotations to highlight historical parallels.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
Uses a red flag icon to signal a warning or point of interest.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide uses a combination of tables and callout boxes to present market intelligence on coal import trends.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit