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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 25,441-25,470
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

Component

25,441-25,470 of 60,568

filter-aware
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
71
Uses cricket imagery to imply silence/lack of response from Samsara.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses a 'villain' framing by highlighting the exclusion of direct competitors (Impinj, Alarm.com, Axon, Zebra, Garmin, Motorola) from the peer group.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a table to list board memberships and quotes from the company's governance guidelines to expose a contradiction.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a comparison table to argue that Samsara's core business is at risk of obsolescence due to superior ADAS technology.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a confrontational tone ('Kool-Aid', 'nonsense') typical of activist short reports.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a 'Spruce Point Price Target' table to justify a bearish thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
09
The slide uses a table to contrast demographic data across three organizational levels: Board, Senior Leadership, and All Employees.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
11
Uses a 'Warning' callout to emphasize the lack of long-term purchase obligations from major customers.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
18
The slide uses a 'guilt by association' tactic, showing a LinkedIn 'like' to link a corporate figure to a controversial advocacy group.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
25
The slide uses a table format to present evidence from three distinct media sources (NYT, NY Post, Vanity Fair) to validate the claim.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
27
The table highlights that ELF trades at higher EV/Sales and EV/EBITDA multiples compared to the peer average, justified by higher growth rates.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The table uses a scenario-based valuation approach to calculate downside risk.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
03
The slide uses a 'precedent' framework to establish credibility by showing past performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
17
The slide uses yellow highlighting to emphasize critical points in the executive's quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
18
The slide uses red highlighting to emphasize critical quotes and a red callout box at the bottom to connect the interview to management's recent disclosures.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
19
Uses yellow highlighting to emphasize critical negative sentiment from the interviewee.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
20
The slide uses a table format to present a Q&A style interview.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
24
The slide uses red boxes to highlight the 2023E projections for comparison against actuals mentioned in the text.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
25
The slide uses a 'before-after' or 'expose contradiction' structure by juxtaposing Zillow's growth claims with historical data and operational metrics.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses yellow highlighting to emphasize specific 'growth' buzzwords within the quotes.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
27
The slide uses a screenshot of a Zillow investor presentation to highlight the discrepancy between past promises and current silence.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit