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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 24,031-24,060
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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24,031-24,060 of 60,568

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03
The slide uses a comparison table to establish credibility by showcasing past successful short-selling campaigns.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
07
The slide uses a classic 'Bull vs. Bear' framing to systematically dismantle the investment thesis for Dropbox.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
Uses a 'Promoting the Unicorn' vs 'Exposing the Dog' framing to highlight contradictions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a table to contrast historical user growth milestones with company disclosures, highlighting a specific account purge event.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a table to highlight decelerating YoY growth in paying users and stagnant conversion ratios, while attributing ARPU growth to specific pricing actions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a red box to highlight the key metric: Sales and Marketing Per LTM Net User Addition and its YoY growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
32
The slide uses external citations to frame Dropbox as a laggard in the collaboration software market.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
40
The slide highlights how finance leases can be used to inflate EBITDA and Free Cash Flow metrics.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
41
Uses a quote from Dropbox's financial disclosures to highlight the nature of their equipment leases.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
05
Uses a classic 'Street vs. Reality' comparison framework common in activist short reports.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
06
The slide uses a table to contrast management's reported organic growth with the activist's adjusted estimate.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide uses a combination of a narrative thesis, a data table, and a concluding callout to frame the investment thesis.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a 'plug' calculation method (Total Acquired Revenue - Other Inorganic Revenue = AFAM Revenue) to expose the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a table to contrast management's pre-deal growth projections with actual declining performance.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a red-bordered table to highlight the 'Spruce Point Estimate' which contradicts management's claims.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses SEC filing excerpts and proxy statements to highlight the lack of traditional financial qualifications for the CFO role.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
30
The slide uses a combination of a grouped bar chart and a data table to highlight the growing delta between GAAP and non-GAAP metrics.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
36
The table shows a clear trend of divestment by insiders and the CEO over a four-year period.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
37
Red boxes highlight specific individuals who are neither named employees nor directors post-merger.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
38
The table highlights a clear trend of institutional investors reducing their stake in LHCG post-merger.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
39
The slide uses a table of analyst ratings to contrast market consensus with the activist's bearish thesis.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
40
Includes a specific 'Spruce Adj' row for LHCG to adjust for organic growth and FCF yield.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
94
Uses red flags to highlight suspicious behavior and red arrows to connect evidence to the activist's critique.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide uses a table to frame executive turnover as a bearish signal.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Uses stock price chart to annotate specific purchase dates corresponding to ownership threshold maintenance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
The slide uses a sum-of-the-parts valuation approach to justify a significant downside for the stock.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
103
The slide highlights the discrepancy between sell-side optimism and Spruce Point's bearish outlook.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
104
Includes adjustments for lease liabilities, property sales, REIT income, working capital, capex, taxes, and interest.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
105
The slide argues that standard P/E and EBITDA multiples are misleading for Canadian Tire due to poor cash flow conversion.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
107
Includes a red arrow annotation highlighting a downward revision by Desjardins.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit