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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 23,581-23,610
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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23,581-23,610 of 60,568

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03
The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
09
Includes visual indicators (red arrows) for downward price target revisions.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a bear-case valuation methodology to argue for significant downside in CVNA stock.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a classic 'Perception vs Reality' framing to undermine the bull case.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
17
The table highlights the comprehensive nature of Spruce Point's research compared to other entities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a 'How This Goes To Zero' framework, common in short-seller activist decks.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
20
The slide uses a 'Spruce Point' vs 'Street' comparison to justify a bearish thesis on valuation multiples.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
22
The slide uses a 'gap analysis' approach to discredit the management team's qualifications.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a combination of visual screenshots and a feature-comparison matrix to argue that Carvana's business model is not unique.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'villain' framing by questioning the plausibility of management's projections.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
40
Uses red arrows and callouts to highlight the gap between historical performance and future targets.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a table to demonstrate the impact of the 'ex-gift' adjustment on gross profit per unit.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
43
Includes a red box annotation on the table to draw attention to the 'Related Party' column.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
51
Includes a table of revenue components and two bar charts comparing actual vs. hypothetical GPU.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
57
Uses red boxes and arrows to connect specific financial statement line items to contradictory text in the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
63
The slide uses a process flow to explain the financial mechanics of the business model.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
64
The slide uses a forensic accounting approach to derive loan sale returns from cash flow statement line items.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
69
Uses a process flow diagram to show the relationship between Customer, Carvana, and DriveTime.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
71
Includes a diagram of the loan sale process and a direct excerpt from the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
72
The slide uses a comparison table and document excerpts to contrast MPSA (Ally) and MTA (Trust) agreements.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
75
Uses legal document excerpts with red arrows to highlight specific contract amendments.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
77
The slide highlights a liquidity crunch by comparing historical and projected funding capacity against loan originations and retail sales.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
80
The slide uses a table to demonstrate that the remaining principal balances are insufficient to sustain the GPU (Gross Profit per Unit) growth seen in previous quarters.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit
86
The slide uses a table to systematically disqualify the management team based on specific professional criteria.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
87
Uses a table to contrast board member qualifications and independence claims against Spruce Point's own assessment.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a table to link financial contributions to potential conflicts of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a 'guilt by association' argument, linking political figures to corporate failures.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
92
The slide uses a table to quantify the concentration of voting power and a callout box to emphasize the governance risk associated with the founder's criminal history.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
The slide uses a table to expose a contradiction in how different analyst sectors value the same company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide argues that Carvana is mispriced because it is being compared to the wrong peer group.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit