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 25,591-25,620
Pages 2,019
Rows per page 30
Component
25,591-25,620 of 60,557
58
The slide uses a red box to highlight the former CEO's disproportionate ownership compared to other directors.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Uses red callout boxes to highlight specific metric definition changes that favor management.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a table of analyst ratings and a pie chart to highlight the consensus 'Buy' sentiment, which the author intends to challenge.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a table to document specific share transactions, highlighting a large divestment in November 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The table highlights WSP's premium valuation multiples (EV/Sales and EV/EBITDA) relative to peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The table calculates equity value and share price across four scenarios (Low/Street for both Sales and EBITDA multiples).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling reports.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Uses a red flag icon and 'X' symbol to denote negative findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
16
Uses a 'villain' narrative framing by linking the CEO to a pattern of failed/fraudulent companies.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a comparison of store formats and design to critique management's expansion strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
23
Uses a CEO quote to set up a contradiction with the competitive landscape table.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
28
Uses a screenshot of a YouTube video as a testimonial/customer voice.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
31
The slide uses a yellow callout box to emphasize the lack of disclosure and a table to present the WARN notice evidence.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Uses a historical financial table from Boot Barn's IPO prospectus to contrast with Tecovas's current growth trajectory.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The table uses color-coding (green/orange) to distinguish rows, though the logic is not explicitly defined in a legend.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
The slide uses a table to highlight negative year-over-year traffic trends for BOOT, supported by a callout box explaining the methodology.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses a grid of competitor shipping policies to debunk the thesis that the company has a competitive moat in e-commerce.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
Uses a 'CEO quote vs. Data' structure to highlight inventory mismatch.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
42
The slide uses a combination of a stacked bar chart and a summary table to highlight operational decline and strategic risk.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Analyze DataLoop · So What Cascade1 hit
43
Highlights the addition of 'estimating future sales price' and the pluralization of 'adjustments' in the FY 2023 10-K.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
47
Uses color-coded highlighting (green for positive, red for negative/critical) to emphasize the contradiction in CEO messaging over time.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a timeline-style progression of charts to show declining guidance metrics.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses 'Huh?' callouts to visually emphasize the discrepancy between corporate marketing materials and reality.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The table highlights specific locations in red that contradict the CEO's stated strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The table highlights a specific impact calculation for weeks 15-18 of 2024, isolating the Beyoncé-driven traffic boost.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses green highlighting in the table to emphasize positive responses confirming the thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The table uses color-coded highlights (red for negative/lack of interest, green for positive/interest) to emphasize the findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses color-coded highlights (green for positive/neutral, red for negative/contradictory) to emphasize findings about customer demand and the novelty of the inquiry.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The table uses color-coded highlights (green for positive/neutral, red for negative/lack of interest) to emphasize findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit