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slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

120,361-120,420 of 319,975

filter-aware
01
Slide 1
The visual theme uses a digital circuit board motif with a central red globe, suggesting systemic risk or global connectivity issues.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
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This is the primary thesis slide for the short report, outlining the three main pillars of the attack: growth deceleration, cash flow deception, and accounting manipulation.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Hook1 hit
05
The slide uses a list-based structure to present four distinct arguments for a short thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
09
Uses a combination of a bar chart and a detailed data table to highlight the discrepancy between company claims and actual growth sources.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
The slide uses a combination of a valuation table and a bar chart for debt maturities to argue that the company is overvalued and financially fragile.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a Bloomberg terminal screenshot as a base, annotated with callouts to highlight negative events coinciding with stock price movements.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
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The slide uses a classic 'What they say vs. What we think' structure to undermine the bull case.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses a classic 'They say / We say' structure to undermine bullish narratives.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
15
Uses a contrast-pairs framework to dismantle specific analyst claims.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a color-coded system (red for negative, blue for neutral) to summarize the outlook for each profit driver.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
17
The slide uses a 'villain' framing by highlighting the age and operational risks of the company's core assets to undermine its valuation.MGP Ingredients, Inc. (MGPI) · Ben Axler
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The slide uses a 'villain' framing by highlighting safety failures to justify a lower valuation multiple.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
19
Uses a 'bubble' narrative to critique the target company's growth strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
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20
Uses specific company announcements to demonstrate market self-correction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses external media citations to validate the thesis of technological disruption in a traditional market.MGP Ingredients, Inc. (MGPI) · Ben Axler
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22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
23
Uses a red flag icon to highlight the warning/contradiction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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The slide uses a table to systematically list customer-specific expansion projects.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
25
The slide uses a chronological list format within a table to highlight industry-wide capital expenditure.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
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Uses a before-and-after comparison to highlight corporate obfuscation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
27
Uses visual comparison of bottle labels to highlight a change in production location.MGP Ingredients, Inc. (MGPI) · Ben Axler
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The slide uses a red flag icon to emphasize the warning nature of the content.MGP Ingredients, Inc. (MGPI) · Ben Axler
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Includes a callout box highlighting the company's use of the word 'Potential' to cast doubt on their 3x value claim.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
30
The red box highlights the two specific line items being compared.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
31
Includes a screenshot of a Signature Spirits price sheet and a callout box highlighting specific distillate prices.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to systematically dismantle the company's growth narrative.MGP Ingredients, Inc. (MGPI) · Ben Axler
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The slide uses historical precedents to cast doubt on the viability of MGPI's brand strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
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34
The slide uses a combination of a combo chart (bar/line) to show internal decline and a bar chart to show peer under-investment.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
35
The slide features the Spruce Point Capital Management logo (a pine tree).MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
36
Uses two charts to illustrate financial weakness: cumulative FCF and debt/revolver dependency.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
37
The chart uses a dual-axis combo format (bar + line) to show absolute sales vs growth rates.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
38
The chart highlights a decline from 2015 to 2016E and a slight decline between YTD 2015 and YTD 2016.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
39
Includes annotations highlighting specific numerical inconsistencies in 10-Q filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
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40
The slide uses a contrast-pair framing to highlight the discrepancy between operational metrics and financial reporting.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
41
The slide uses a 'before-after' logic by comparing 'Stated Current Ratio' vs 'Adjusted Current Ratio'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
42
Uses red circles and arrows to draw attention to the discrepancy between sales decline and margin growth.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses red circles to highlight inconsistent financial figures across different reporting sources.MGP Ingredients, Inc. (MGPI) · Ben Axler
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44
Uses red circles to highlight specific conflicting data points in financial filings.MGP Ingredients, Inc. (MGPI) · Ben Axler
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45
Uses a red flag icon to signal a warning or 'red flag' event.MGP Ingredients, Inc. (MGPI) · Ben Axler
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46
The slide highlights specific legal definitions from the 3rd Amended Credit Agreement to support the thesis of credit risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
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Uses a red flag icon to signal risk.MGP Ingredients, Inc. (MGPI) · Ben Axler
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48
MGP Ingredients, Inc. (MGPI)MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a peer group comparison to argue that MGPI is overvalued by bulls who misclassify it as a beverage company.MGP Ingredients, Inc. (MGPI) · Ben Axler
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50
The slide uses a split-category bar chart approach to contrast MGPI's metrics against two distinct peer groups.MGP Ingredients, Inc. (MGPI) · Ben Axler
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51
The slide uses a peer comparison to expose a valuation contradiction in MGPI's stock price.MGP Ingredients, Inc. (MGPI) · Ben Axler
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52
The charts suggest that current valuation multiples are at historical highs, which the author characterizes as being based on 'illusion results'.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
53
Includes two tables: one comparing Street vs. Spruce Point estimates, and one calculating price targets based on P/E and EBITDA multiples.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit