slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 25,081-25,110
Pages 2,019
Rows per page 30
Component
25,081-25,110 of 60,557
93
Uses a red flag icon to signal regulatory risk; includes direct quotes from company filings and industry interviews.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
94
Uses a table format to map specific allegations to supporting quotes.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
97
The slide uses a red flag icon to highlight the negative sentiment of insider selling.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
98
The slide uses a table and a pie chart to visualize the consensus bias among analysts.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
99
The table highlights the 'Spruce Point Adjusted' EBITDA margin for PGNY, which is significantly lower than the reported margin due to stock compensation adjustments.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
03
The slide uses a table to establish credibility by citing past successful short campaigns.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparison table to establish credibility by showing historical success in identifying overvalued or problematic companies.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Saputo Inc. (TSX:SAP)Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a red-background table to emphasize the 'Reality Check' column, creating a strong visual contrast against the 'Current Perception' column.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
Includes a callout box explaining the breakeven operating cash flow requirement.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
18
The slide uses a standard two-column comparison format to frame qualitative risks as structural business threats.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
21
Uses a direct quote from the CEO to set up the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a red callout box to emphasize the lack of transparency in recent deals.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
The slide uses a comparison table to highlight missing disclosures and a screenshot of a competitor's revenue bridge as a benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses a red flag icon to signal a warning about reduced transparency.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide uses a red flag icon to signal a critical finding regarding organic growth.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a red flag icon to signal a warning/contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
31
Uses a 'red flag' callout to highlight deficient disclosures and a yellow callout to summarize the erosion findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
32
The slide uses a red flag icon to draw attention to the narrative text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
33
The slide uses a red gradient arrow at the bottom to visually emphasize the 'increasing stress' trend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
The slide uses a red callout box to emphasize the specific line item of concern and highlights the 18.7% CAGR for 'Other Selling Costs'.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
36
The slide uses a red flag icon to highlight the negative trend for Saputo.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
The slide uses a red callout box to highlight the company's own quote regarding leverage targets, contrasting it with the actual data showing consistent breaches.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
Includes a table of actuarial assumptions and a line chart comparing actual vs. survey inflation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
The slide uses a red flag icon to highlight the adjusted leverage calculation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a red flag icon and a red box to emphasize the risk of dividend coverage.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide highlights that Saputo stopped disclosing certain metrics (Market share, Excess Capacity) while maintaining margin improvements.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a 'red flag' icon to signal a warning or point of contention.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
The slide uses a red flag icon to signal concern and highlights specific text in red to draw attention to negative trends.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses color-coded cells (red for negative trends, yellow for headcount/capacity increases) to visually emphasize the divergence between operational metrics and financial results.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit