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slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,568
Current window 23,221-23,250
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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23,221-23,250 of 60,568

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06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
28
The slide uses a table to track director independence status from 2015-2017, specifically calling out Francisco Alvarez-Demalde's change in status.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
30
Uses a classic 'Bull vs. Bear' or 'Promoter vs. Skeptic' framing.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
33
Includes a specific adjustment for Globant's growth rate (14.8%) highlighted in a red box.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the 'Regression' scenario as the primary focus of the activist thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Resolution1 hit
39
The slide uses a 'fraud-exposure' framework to contrast company claims with empirical data.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
03
The table serves as a track record of successful activist outcomes (CEO turnover).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
09
Uses a before-after style comparison to highlight accounting discrepancies.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
43
The slide uses red circles to highlight inconsistent financial figures across different reporting sources.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
44
Uses red circles to highlight specific conflicting data points in financial filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
45
Uses a red flag icon to signal a warning or 'red flag' event.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
46
The slide highlights specific legal definitions from the 3rd Amended Credit Agreement to support the thesis of credit risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
47
Uses a red flag icon to signal risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a peer group comparison to argue that MGPI is overvalued by bulls who misclassify it as a beverage company.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit