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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

120,961-121,020 of 319,975

filter-aware
01
Slide 1
The image features a truck labeled 'P.O.S. LOGISTICS' and a license plate 'PON-ZEE', suggesting a Ponzi scheme accusation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
XPO Logistics, Inc. (XPO)XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling campaigns.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
Includes Spruce Point Capital Management logo and confidentiality disclaimer.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
Uses a vertical list of five key arguments (the 'arrows' structure) to frame the short thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
06
Uses a dictionary definition as a rhetorical device to set up a 'gotcha' moment regarding the CEO's past statements.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
07
The slide uses a matrix structure to link individuals to specific companies and negative outcomes, specifically highlighting 'Serious Concern / Association With Financial Disaster' in the bottom row.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
08
Includes detailed footnotes explaining adjustments for convertible preferred stock and operating leases.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
09
The table uses a 'URI Playbook' column to highlight where XPO's behavior mirrors past fraudulent activity.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
The slide uses a 'URI Playbook' column to draw parallels between XPO's actions and a previous case of accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
11
The slide uses a 'precedent_table' structure to systematically dismantle the company's reported earnings quality.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
12
XPO Logistics, Inc. (XPO)XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
13
The slide uses a timeline-on-chart approach to correlate corporate news with stock performance.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
14
The slide uses a red flag icon to highlight a risk factor disclosure and red boxes to emphasize the poor cumulative performance metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
15
The slide highlights a specific comparison point ('Where XPO is today') and uses red boxes to emphasize cumulative FCF and cumulative acquisition costs.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
16
Uses a Jim Chanos quote to frame the company as a potential Ponzi-like scheme dependent on continuous capital raising.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
17
Includes two tables from SEC filings (10-K) with red callout boxes highlighting 'Change in bank overdrafts' and 'Book and bank overdrafts'.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
18
The slide uses stock charts to visually demonstrate the 'implosion' of companies that reported bank overdrafts, a common red flag in forensic accounting.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
19
Uses a press release screenshot as evidence of XPO's capital commitment to a warehouse facility.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
20
Includes a specific callout of a dropped disclosure from the 2016 10-K and red arrows highlighting negative trends in the data table.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
21
Uses a two-part table to contrast the bank's perspective vs the shareholder's perspective on a specific financial transaction.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
22
Spruce Point Capital Management branding.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
23
Uses a Q&A transcript from an earnings call to highlight management's bonus metrics.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
The slide uses red boxes and arrows to highlight specific line items in a financial table that the author deems problematic.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
25
Includes a callout box referencing a 2008 SEC vs United Rentals complaint as a historical precedent for similar accounting improprieties.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
26
The slide uses a table to demonstrate how pension gains are inflating earnings metrics, contrasting them with GAAP pre-tax profit.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
27
Includes a table of quarterly financial data and a comparison to a historical precedent (URI SEC complaint).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
21
Includes a line chart showing wage growth vs inflation and a bar chart showing EBITDA margin sensitivity to labor cost hikes.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a transcript from an earnings call to contrast management's explanation of asset disposals with financial data.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
23
Dollarama Inc. (DOL)Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
Uses a red box to highlight the 'First Half' data and a red arrow to connect the quote to the critique.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
Includes a mix of bar charts, comparative tables, and callouts to support the thesis of market saturation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
The table quantifies the revenue benefit Dollarama received from specific competitor store closures between 2015 and 2018.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
27
Uses a combination of a data table and news clippings to build a case for competitive pressure.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
28
Uses a visual comparison of store aesthetics and pricing models to frame Dollarama as the 'worst of both worlds'.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
29
The slide uses a red border to highlight Dollarama's row in the table.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
30
Dollarama Inc. (DOL)Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
31
The slide uses four bar charts to demonstrate the inverse relationship between forex gains and underlying margins, highlighting a 'convenient' stabilization.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to compare implied lease terms and calculates the impact on EBIT if schedules were aligned.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
33
The slide uses a combination of historical debt analysis and peer benchmarking to highlight financial mismanagement.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
34
Uses two tables to demonstrate financial inconsistencies; includes a callout box questioning management's transparency.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
35
The table highlights that peers (DLTR, BIG, DG, FDO) report store closures, while Dollarama does not. The slide uses this to frame management's lack of transparency as a red flag.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
36
Uses visual evidence (maps and photos) to contrast old and new store locations in Huntsville and Ste-Agathe-Des-Monts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
37
Red boxes highlight the negative changes in working capital and the resulting year-over-year decline in net cash flow for FY 2019.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
38
Dollarama Inc. (DOL)Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
39
Uses maps to show geographic concentration vs. competitor spread, and a table to show the scale of related-party payments.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
40
Uses a combination of text excerpts from proxy filings and a table showing top tenants to prove the materiality of the relationship.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
41
Uses a historical lineage diagram to frame the CEO as a product of nepotism rather than merit.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
42
The slide highlights a conflict of interest where management decisions (like purchasing warehouses) artificially boost EBITDA to trigger higher bonus payouts.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
43
Uses red boxes and arrows to highlight the specific year (FY 2014) where the target was missed and the subsequent downward adjustment in FY 2015.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a dual-table layout to juxtapose corporate capital allocation (buybacks) against individual insider behavior (selling).Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
45
The chart shows a clear divergence between the declining share position and the rising stock price, used to imply a lack of alignment or confidence from the founder.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 1 hit
46
Standard Spruce Point Capital Management section divider.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
47
The slide highlights that despite price target adjustments, the implied upside remained constant at 14% on average, suggesting analysts are not adjusting their long-term outlooks sufficiently.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
48
Uses a 'mature business' valuation framework to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
49
Uses a reverse-valuation (implied growth) approach to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
50
The slide uses a table to show current valuation premiums and line charts to show historical multiple expansion.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
51
The slide uses two distinct tables to contrast Dollarama's valuation multiples and margins against two different peer groups, using red boxes to highlight the premium gap.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
52
Includes a bubble chart comparing EBITDA vs Gross Margin and two bar charts for P/E and EV/EBITDA multiples.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
53
Includes a valuation bridge from current run-rate to downside, and comparative store density metrics against WMT, DG, and DLTR.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit