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 2,431-2,460
Pages 3,225
Rows per page 30
Component
2,431-2,460 of 96,741
20
Uses a red flag icon to signal warning; highlights specific jumps in TAM valuation with callout boxes.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique3 hits
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 Critique3 hits
44
The slide uses a forensic accounting argument to suggest 'cookie jar' accounting practices.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique3 hits
20
Uses a combination of a line chart for shipments and a bar chart for YoY change to illustrate cyclical peaks and declines.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
26
The slide uses a color-coded legend at the bottom to distinguish between small and large deviations in the final row.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
15
The slide uses a red flag icon to signal a warning/contradiction. It contrasts the company's stated margin drivers with the author's skepticism.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits
25
Uses a combination of SEC legal precedent and primary source interview testimony to build a case of management untrustworthiness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg3 hits
09
The slide uses a two-part structure to contrast financial stress with strategic distraction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem Statement3 hits
11
The slide uses a red arrow on the left to visually connect the two case studies as part of a broader critique of M&A strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter3 hits
28
The slide uses a 'What Generac Says' callout box to set up the contradiction against the Consumer Reports data.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction3 hits
64
The slide uses red boxes to highlight specific data points that contradict the expected financial narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
74
Uses a red flag icon to signal a warning/contradiction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
126
Uses screenshots of websites and news reports to build a case of corporate negligence or complicity.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 3 hits
140
Uses Bloomberg terminal charts to argue for valuation compression.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal3 hits
48
Uses a red flag icon to denote the activist's warning; highlights 'Obscured' in the table.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction3 hits
102
Uses a quote from the Microsoft/Nuance deal call to frame the competitive threat.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
105
Uses a red flag icon to highlight the contradiction between initial deal projections and current performance.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
107
Uses red boxes and arrows to highlight the specific data points that do not reconcile.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
136
Uses visual comparison and source citation to undermine the credibility of the company's claims.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
143
The slide uses red boxes and arrows to draw attention to specific text passages that contradict or omit information about the subject's professional history.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
153
Uses red boxes and arrows to highlight specific data points that contradict or raise questions about the company's reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
168
The slide highlights a contradiction between the company's share count trends and the family's selling behavior.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
173
The slide uses a red flag icon to highlight the governance concern regarding auditor tenure and director equity.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
179
The slide uses a bridge-style table to adjust GAAP figures to 'Spruce Point Adjusted' figures, specifically targeting acquisition-related add-backs.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
189
Uses Bloomberg SURP function data to demonstrate a pattern of missed expectations.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
28
Uses red callout boxes and arrows to visually connect contradictory data points between two tables.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
42
The chart highlights the 'Merger Announced' and 'Merger Closed' points to show price stability.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
72
The slide highlights a red flag in financial disclosures, suggesting either riskier equipment or a deteriorating credit profile.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
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 Victory3 hits
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 Inaction3 hits