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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 24,691-24,720
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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24,691-24,720 of 60,568

filter-aware
03
The slide uses a comparative table structure to validate the firm's thesis-driven research methodology.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
04
C3.ai, Inc. (AI)C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
11
The slide uses a 'Warning' callout to establish a pattern of behavior by the CEO, referencing a specific SEC case.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
16
Uses a table to adjust reported bookings by removing Baker Hughes revenue to show underlying performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
17
Uses red boxes and lines to visually connect contradictory data points.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
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 Critique1 hit
21
Uses CEO quotes to frame the contradiction against the quantitative market share data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
22
Uses a red flag icon to signal the contradiction; includes specific quotes from the CEO and historical financial data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
24
Uses a 'villain' framing technique to highlight management dishonesty.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
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
29
The slide uses a Q&A format to present qualitative evidence of management and market-fit issues.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
31
The slide uses a red-bordered callout box to highlight the contradiction between the company's self-promotion and its absence from institutional portfolios.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
35
The slide uses red dashed boxes to highlight the shift in peak revenue targets from $170m in 2022 to $125m in 2025.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
36
The slide uses a red flag callout to highlight the degradation of signatory seniority.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
37
The slide uses a comparison table to expose what the activist perceives as a lopsided contract amendment.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
16
The slide highlights a lack of transparency regarding a major customer concentration.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a table format to present qualitative interview feedback alongside a summary of external research findings.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a red callout box to highlight the 'Stopped Disclosing' period and a bracket to indicate 'Increasing Stress'.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a red box to highlight the most recent data point (Nov 2022) and a red block for missing data (2017-2018).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between income statement interest expense and cash flow statement interest expense.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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 Victory1 hit
27
The slide uses a table to perform a forensic accounting reconciliation of debt balances and interest rates.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
29
Uses direct excerpts from Credit Agreement and 10-K to contrast FIFO vs Weighted Average Cost reporting.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a table and a pie chart to visualize analyst polarization, with a callout box framing the bearish thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
The slide highlights SMCI's valuation relative to peers, specifically calling out Wiwynn as a comparable.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a standard valuation bridge format to justify a short thesis.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit