slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 25,351-25,380
Pages 2,019
Rows per page 30
Component
25,351-25,380 of 60,568
43
The slide uses a classic 'Perception vs. Reality' framework to highlight discrepancies in corporate messaging.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
Uses a table format to contrast background context with specific critical interview responses.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a table to contrast historical performance with aggressive future margin targets, specifically highlighting the 17.4% to 19.5% jump.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses a 'pre-deal vs post-deal' comparison to expose the gap between market expectations and company guidance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
Uses a table-like structure to contrast specific quotes and documents against the CEO's narrative.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
Uses a 'This contradicts reality' callout box to highlight a specific column in the financial table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
Uses red callout box to highlight the specific contradiction in the COO's math.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide lists 10 distinct points of contention, though the table rows only show 9 categories (some categories contain multiple points).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Highlights the contrast between detailed Q1 reporting and vague Q2 reporting post-acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide uses red boxes and callouts to highlight specific line items in a financial table that the author deems questionable.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a red box to highlight the $60 million adjustment in the cash flow table, contrasting it with the $110 million investment claim.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide uses a red box callout to highlight the specific line item in the financial table that is being challenged.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the YTD 2023 figures in the table, emphasizing the increase in tax obligations.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses red boxes to highlight the discrepancy between company-reported EPS and the analyst's adjusted EPS.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide uses a combination of narrative critique and empirical voting data to undermine the credibility of a specific board member.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide uses two side-by-side tables representing different years (implied by the source 8-K 2021, 2020).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
78
The table highlights the discrepancy in financial reporting regarding operating leases.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
The slide uses a direct 'Broker Hype' vs 'Spruce Point Reality' comparison to undermine analyst credibility.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to show price target changes and a pie chart to show analyst sentiment distribution.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
The table highlights that Xylem trades at a premium despite having lower margins and higher leverage than many peers.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
82
The slide uses a classic activist short-thesis structure: a bold thesis statement, a quantitative valuation bridge/table, and a list of supporting qualitative arguments.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short calls.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
04
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
08
Uses a 'Promoter vs. Reality' framework to expose market blind spots.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
Uses a classic 'Promoter vs. Reality' framework common in activist short reports.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
11
Uses a contrast-pairs framework to highlight the gap between corporate claims and activist findings.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
15
Includes a line chart showing monthly visits over time with an annotation for the Terminix/Rentokil merger.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
21
The slide uses color-coded highlights (red/green) within the table cells to emphasize specific phrases in the transcripts.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
22
Uses red highlights and annotations to point out the contradiction between management's initial confidence and later admission of pushback.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit