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slides · global inventory

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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
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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

120,421-120,480 of 319,975

filter-aware
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a 'Definition vs. Reality' structure to expose a contradiction in company narrative.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
20
Uses red boxes to highlight the specific line item inconsistency between 2014/2015 and 2017.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
21
The slide uses arrows and callouts to point out specific discrepancies in cost of revenues, SG&A, and net income figures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
22
The slide uses a red box to highlight the restated EPS figure and a callout arrow to link the restated EPS to the reconciliation table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
23
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Iceberg1 hit
24
The slide uses a red border and arrow to highlight the specific contradiction regarding insider trading reporting.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
25
The slide uses a 'Founders Timeline' to suggest insider selling behavior that contradicts typical long-term alignment narratives.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
26
The slide uses a '???' callout to highlight a lack of transparency regarding trust sales.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Highlights the concentration of voting power in a single individual despite multiple founders.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
28
The slide uses a table to track director independence status from 2015-2017, specifically calling out Francisco Alvarez-Demalde's change in status.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
29
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
30
Uses a classic 'Bull vs. Bear' or 'Promoter vs. Skeptic' framing.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
32
The slide uses a consistent time-series format across three valuation metrics to argue that current valuations are disconnected from performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
33
Includes a specific adjustment for Globant's growth rate (14.8%) highlighted in a red box.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
34
Includes a specific callout on PP&E breakdown suggesting excessive spending on office fixtures.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
35
Uses a 'not equal' symbol to visually represent the disconnect between valuation and performance.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
36
Uses linear regression to justify a specific price target based on peer multiples.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the 'Regression' scenario as the primary focus of the activist thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Resolution1 hit
38
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
39
The slide uses a 'fraud-exposure' framework to contrast company claims with empirical data.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
01
Slide 1
The image uses visual metaphor (vacant store, downward arrow, rat) to convey a negative outlook on the company's performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
02
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
03
The table serves as a track record of successful activist outcomes (CEO turnover).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
04
The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
06
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
07
Includes capitalization table on the left and financial/valuation tables on the right.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
08
Uses a circular flow diagram to illustrate the reversal of a business model's flywheel.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
09
Uses a before-after style comparison to highlight accounting discrepancies.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
10
The slide uses arrows to visually emphasize the inverse movement between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
11
The slide uses a custom 'Dividend Sustainability' metric defined in the footnote.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
12
Includes a specific callout box highlighting multiple compression for KIM, BRX, and DDR.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
13
Uses a 'not equal' symbol to visually represent the contradiction between valuation and operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
14
Charts show specific dates of guidance revisions and the resulting stock price drops.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
15
The logo is a stylized pine tree, likely representing Spruce Point Capital Management.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
16
Uses a comparison table to contrast company definition vs. preferred definition.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
17
Uses a before-after style comparison to highlight accounting manipulation.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a bridge-style reconciliation to expose that the company's reported SSR figures mask underlying vacancy issues.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
19
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses red boxes and arrows to draw attention to the increasing volume of vacant property sales and the associated financial losses.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
21
The slide uses a table to show a deterioration in leasing fundamentals over time, supported by callout boxes highlighting specific negative trends.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
22
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
23
The slide uses a table to quantify 'Amazon Risk' across specific sectors (Pharmacy, Grocery, Theater) for several REIT tickers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses two bar charts to illustrate negative trends in Same Store Sales (SSS) and high volume of store closures/relocations.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses two bar charts to illustrate operational decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses three charts to illustrate declining attendance, volatile box office revenue, and stagnant screen growth.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a red arrow to emphasize the decline in EBITDAR/Rent and a Bloomberg stock chart to show the ~64% decline in share price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
28
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
29
Uses a comparison table structure to highlight the delta in property counts and associated rent figures.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
30
The slide uses a red box to highlight the target company's inferior disclosure practice compared to peers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
31
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
32
Includes arrows to visually emphasize the negative correlation between the two lines.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
33
Uses a pro-forma adjustment to strip out interest rate benefits.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
34
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
35
The slide uses a table to list executives and their backgrounds to support the 'Ivory Tower' narrative.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
36
The slide uses a 'guilt by association' framework to undermine the credibility of the audit committee.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit