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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 60,557
Current window 25,411-25,440
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

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25,411-25,440 of 60,557

filter-aware
87
The table highlights that Rollins trades at a premium multiple compared to the peer group average.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
Includes a specific callout regarding Rollins family stock sales and share repurchases.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
04
The slide uses a table to contrast initial concerns with subsequent negative outcomes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses a table-based comparison to argue that Samsara's hardware is not unique or high-margin.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses FOIA requests to expose that hardware is a significant cost component, contradicting a pure SaaS valuation narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a comparison table to contrast company claims with activist findings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses red boxes to highlight the specific ratios and growth figures that contradict management's narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to contrast 'Vehicle Telematics' and 'Vehicle Safety' against 'Site Visibility' to highlight the discrepancy in hardware reliance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a combination of qualitative customer testimonials and a quantitative table to build a case for operational failure.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses a contrast-based argument to highlight Samsara's reliance on SBC compared to profitable peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
26
The table highlights a lack of transparency in Samsara's financial reporting compared to industry peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
29
Includes a quote from a former director to support the thesis of margin manipulation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The table compares 'Post Change' vs 'Pre Change' financials to demonstrate the impact of the accounting policy shift on EBITDA.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a comparison table format to contrast specific accounting issues with the firm's commentary/suspicions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide uses a 'Spruce Point Adjusted EBITDA' framework to recalculate margins.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses direct quotes from earnings calls to expose management's attempt to exclude hardware costs from performance metrics.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses expert network interview transcripts to challenge company disclosures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses Tegus interview transcripts as primary evidence to support the thesis of aggressive revenue recognition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
The slide uses a list-based comparison to argue that Samsara faces significant, often overlooked competition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a red box to highlight Samsara's 4th place ranking in the table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses a stark red callout box to emphasize the financial impact of the lost contract relative to Samsara's ARR growth.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses a 'Samsara Claim' vs 'USPS and Court Findings' structure to discredit the company's legal actions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses expert interview quotes to support the thesis of market commoditization and aggressive pricing strategies.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
Uses expert testimony to frame a business model shift as a deceptive accounting practice.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Includes a quote from a Tegus interview to support the thesis of OEM disruption.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a combination of legal text excerpt and a comparative table to argue that Samsara's growth prospects are constrained by labor union resistance to surveillance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a table to demonstrate a negative trend in SaaS metrics, specifically calling out the 'Magic Number' and 'Bessemer CAC Ratio'.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses red boxes to highlight specific data points (Q1'24/Q2'24 AR/Inventory changes and ratios) that support the thesis of low-quality earnings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses red text within the quote to emphasize specific phrases that support the activist's thesis of management lowering expectations.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses red boxes to highlight specific cells in the table that the author disputes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit