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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
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

120,541-120,600 of 319,975

filter-aware
01
Slide 1
The slide uses a satirical visual metaphor (chalk outline on a golf course, ambulance, 'Broken Medical Trust' sign) to frame the company negatively.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
02
Healthcare Trust of America, Inc. (HTA)Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
03
The table serves as a track record of the firm's influence on corporate leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
04
Features the Spruce Point Capital Management logo (pine tree).Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
05
This is a classic activist short thesis summary slide, highlighting multiple red flags.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a list-based structure to present four distinct arguments against the current management and board.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
07
This is a text-heavy thesis slide setting the stage for the rest of the deck's arguments regarding accounting irregularities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
08
The slide is a direct image of a formal letter.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
09
Includes current market cap, enterprise value, and key financial metrics (Revenue, NOI, FFO, EPS) from 2017A to 2019E.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
10
Spruce Point Capital Management branding.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
11
This slide is part of an activist short report, likely setting up a contradiction between the public narrative and the underlying reality of the CEO's performance or history.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
12
The slide uses a hub-and-spoke diagram to link the CEO to multiple failed or controversial business entities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
13
The slide uses the word 'FAIL' as a watermark over the outcome column for several entries.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
02
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide uses a table to establish credibility by showing a history of successful activist campaigns resulting in CEO departures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
04
Features the Spruce Point Capital Management logo (pine tree).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Setup & Stakes1 hit
05
Uses a hub-and-spoke diagram to connect the target company to historical precedents.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
07
This is a classic activist short thesis slide, outlining multiple pillars of concern (growth, accounting, capex).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
08
The slide uses a list-based structure to present the core arguments of the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
09
Includes a specific callout on Price / Adj Book Value and Estimated Organic Growth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
10
Uses a red box and arrow to visually anchor the comparison between the 2007 baseline and the 2018 current state.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
11
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
12
Spruce Point Capital Management activist short report slide.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
13
Uses a dual-axis combo chart (bar for absolute values, line for percentage) to highlight the gap between guidance and reality.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
14
The slide uses a dual-chart layout to contrast acquisition growth with debt metrics, specifically calling out pre-crisis levels.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
15
The slide uses a table to build a narrative of poor corporate governance and questionable M&A activity.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
16
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
17
The table demonstrates that reported growth is driven by acquisitions and price hikes rather than volume.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
18
The slide uses a combination of bar and line charts to demonstrate deteriorating operational efficiency.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
19
Uses a waterfall-bridge framework to isolate organic growth from acquisitions.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
20
The charts highlight that management only reports growth figures when they are positive (green bars).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
21
Uses a before-and-after comparison of corporate disclosure text to highlight a change in accounting methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
22
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
23
The slide uses a callout box to emphasize the 'red flag' nature of the data.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
Uses a combination of a bar chart and a table to highlight the discrepancy between reported explanations and financial metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
25
The slide highlights how capital leases can be used to inflate EBITDA and free cash flow, potentially to influence management bonuses.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a 'bad' to 'extremely bad' qualitative assessment of the company's forecasting accuracy.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
27
The slide uses a visual block to indicate where data is no longer disclosed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
28
The slide uses a comparison table to highlight the discrepancy between USCR's depreciation schedule and its peers, followed by a historical table of USCR's own disclosures.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
29
The chart shows a massive divergence between capital expenditure and physical asset growth, supported by a data table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
30
The slide uses red boxes to highlight USCR's outlier status in three different comparative tables.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
31
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
32
The slide uses a red box and arrow to draw attention to the specific line in the SEC letter mentioning 'nine boxes of records'.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
33
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
34
The slide uses a 'revolving door' narrative to imply management or oversight failure.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
35
Uses a 'villain critique' style to undermine CEO credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
36
The slide uses a table to profile three specific board members, highlighting negative associations to argue for a lack of committee depth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
37
Uses red arrows to visually highlight trends in the table.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
38
Uses a combination of a stock price chart with transaction markers and a bar chart showing ownership percentage decline.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
39
The slide uses a bar chart to correlate fee spikes with auditor changes, and includes biographical callouts to cast doubt on the auditor's credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
40
Uses red boxes to highlight the name 'Kevin Leroy Greene' in both documents to establish identity.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
41
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
42
The slide uses the contrast between analyst 'Buy' ratings and the activist's bearish thesis to frame the market as misinformed.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
The slide uses a before-and-after comparison to illustrate the 'passive investing' thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
44
The charts compare current valuation multiples against a historical average line, suggesting the company is overvalued.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
The slide uses a peer benchmarking table to argue that USCR's seemingly attractive valuation is misleading.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
Uses scatter plots and bar charts to demonstrate USCR's outlier status in negative performance metrics.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
Uses red arrows to indicate downward revisions and a green arrow for a slight revenue increase.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
Includes detailed footnotes explaining the overcapitalization adjustment methodology.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit