Matching slides 60,568
Current window 24,721-24,750
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all

Component

24,721-24,750 of 60,568

filter-aware
42
The slide uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
43
The slide uses red boxes to highlight specific data points that support the thesis of accounting manipulation.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
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 Critique1 hit
45
The slide contrasts the 1Q'21 disclosure (fixed commitments) with the 2Q'21 disclosure (modified commitments) and the new 10-Q risk factor.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
46
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
49
Uses a 'Company Promotion' vs 'Spruce Point Reality' comparison frame to expose a contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
53
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
60
The slide uses a red flag icon and red borders to emphasize the excessive nature of the lease expansion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
63
Uses red flag imagery to emphasize the activist's skepticism regarding corporate governance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
68
The slide uses a 'CEO quote vs reality' structure to undermine management credibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
70
The slide uses a red flag icon to signal a warning about the accounting team's composition.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test1 hit
73
Uses red boxes to highlight missing disclosures and a callout box to emphasize the high rate of executive turnover.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and Evidence1 hit
76
The slide uses a red flag icon to emphasize the warning.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
80
The slide uses a specific SEC filing excerpt to cast doubt on management's outlook.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
82
Includes a 'SP Adjusted' row for C3.ai to demonstrate the impact of a 20% revenue haircut.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
83
The slide uses a red flag icon to emphasize the bearish thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet1 hit
84
The slide uses a red callout box to highlight the discrepancy between sell-side growth projections and the firm's own backlog analysis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
86
The slide uses a table to perform a financial reconciliation and includes a callout box to emphasize a specific trend in the data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
88
The slide uses a red box to highlight the 'All Other Customers' GM% row, emphasizing the mid-60% margin figure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
03
The slide uses a table to establish credibility by showcasing past successful short-selling campaigns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
04
The slide uses a standard TOC format for an activist short report, highlighting specific areas of alleged financial misconduct.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
07
The slide uses a red flag icon to draw attention to the primary claim.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
09
The slide uses a vertical red arrow to indicate a downward trajectory or negative outlook, reinforcing the 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
Uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a red box to highlight the specific row for Alpha Metallurgical Resources Inc (AMR) in the table.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
18
The slide highlights a potential overstatement of production, revenue, and inventory by AMR.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
19
The slide highlights that mines 5 and 6 had negligible production in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
20
The slide highlights a discrepancy where mines listed as inactive produced coal in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
21
The table highlights that production for these mines dropped to zero in 2021 following divestment.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a red arrow to visually connect the table data to the chart, emphasizing the contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit