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slides · global inventory

Fraud Exposure

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,793
Current window 3,811-3,840
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

3,811-3,840 of 6,793

filter-aware
28
The slide uses a two-column comparison structure to critique two specific accounting practices.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
32
Uses a comparison with Fleetmatics to highlight a potential accounting discrepancy.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
34
Uses a 'guilt by association' narrative structure to question the integrity of the subject company's accounting leadership.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses a Reuters article and an FBI Private Industry Notification to build a case against Samsara's supply chain security.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
38
Uses visual evidence (teardown photos) to support a thesis of regulatory risk.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
Uses visual evidence (photos of circuit boards) and FCC/distributor data to link Samsara products to Quectel modules.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
The slide uses a bar chart of revenue over time to visually anchor the critique of the company's growth strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses red 'X' icons to visually denote failure of specific product lines.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a red box annotation to highlight a specific chart and a red arrow to highlight the flat trend in the line chart.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a stacked bar chart to visualize the 'implied' revenue mix versus the company's reported figures.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
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
64
Uses a 'Why' rhetorical device to challenge management credibility.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a two-part table structure: annual fiscal year data and quarterly breakdown to estimate churn.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
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
75
Includes a red question mark annotation over the missing names in the 2023 table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses red boxes and arrows to highlight missing data and inconsistencies in SEC filings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide uses a screenshot of a fund fact sheet to contrast the fund's stated 'Unconstrained Approach' with the actual exclusion of a major industry player.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
Includes a screenshot of a CNBC interview with the CEO as a visual anchor for the 'hype' argument.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a 'villain' narrative by framing insider selling as a signal of lack of confidence despite 'optically' good results.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
05
The slide uses a 'villain' narrative by linking the company to controversial figures and past legal issues to justify a short position.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
Uses red arrows and underlines to draw attention to specific risk factors in the company's 10-K.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