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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

121,801-121,860 of 319,975

filter-aware
62
Uses visual evidence (news clippings and photos) to frame the CEO's behavior as unprofessional and indicative of poor governance.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
63
Includes a visual reference to a book cover titled 'The Perfect Stock' as evidence of historical manipulation.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
64
The slide uses a combination of a bar chart and a data table to illustrate the trend of declining insider ownership and significant insider selling.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
65
Spruce Point Capital Management branding.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
66
The slide uses the correlation between retail client base and bullish ratings to discredit the consensus price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses arrows to visually indicate the direction of ownership trends for each investor.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
68
The slide uses red boxes to highlight specific companies (MACE Security, Applied Energetics) as examples of poor comparables.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
69
The slide contrasts current peer selection with a historical list from 2008 to show a shift in narrative.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
70
The slide argues that Axon's current valuation is inflated compared to its actual peer group.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
71
The slide uses a 'before-after' style comparison of current vs historical valuation metrics.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a sum-of-the-parts valuation approach to justify a bearish price target.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The imagery uses the Pinocchio trope to imply dishonesty, a common tactic in activist short-selling reports.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Standard Spruce Point branding with logo and confidentiality footer.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a dense, text-heavy format typical of activist short reports to establish a comprehensive negative thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a bulleted list format to present five distinct pillars of the short thesis.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
06
The slide uses a 'before-after' style logic to expose the gap between reported and organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
07
Uses red arrows to connect management's guidance changes to the 'cookie jar' reserve calculation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
08
Uses a table to calculate organic vs reported revenue beats and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
09
Uses a direct comparison of two sources to expose management dishonesty.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
10
The slide uses a table to contrast revenue and margin targets, highlighting a specific footnote as the source of the alleged misrepresentation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
11
Uses a combination of a table and callout boxes to visually demonstrate the 'revenue benefit' and 'earnings benefit' derived from accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
12
The slide uses a red arrow callout to explain a specific accounting change (ASC 606) in 2019.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
13
Uses a before-after comparison of reported vs. adjusted metrics to highlight the impact of accounting changes.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
14
The slide uses a before-and-after comparison of performance metrics to highlight potential manipulation of executive compensation targets.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
15
The slide uses a 'guilt by association' and 'past performance' argument to undermine the credibility of current management.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
16
The slide uses a comparison framework to draw a direct line between past corporate governance failures and present-day concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
19
Includes a table of specific insider trades and a stock price chart with sell markers.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
20
The table highlights a discrepancy between acquisition spend ($971.4M cumulative) and flat FCF/Share growth (-1.0% CAGR), while insider sales and compensation remain significant.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
21
Verint Systems, Inc. (VRNT)Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
22
The slide uses a comparative bar chart approach to highlight a specific strategic pivot by a competitor (NICE) via acquisition.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
23
The slide uses a before-after framing to contrast the post-acquisition performance of two companies.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
24
Uses a direct quote from a 2006 10-K to undermine the credibility of the business being discussed.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
25
Uses a 'villain' narrative structure to highlight Verint's competitive disadvantage.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
26
The slide uses a series of callout boxes to present qualitative evidence of Verint's competitive decline.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
27
Uses Gartner Magic Quadrant as a framework for competitive positioning.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
28
Uses a side-by-side comparison of company-reported data vs. third-party platform data to highlight a discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
29
Uses Glassdoor-style review snippets to build a narrative of internal dysfunction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
30
Spruce Point Capital Management branding.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
31
The slide uses a red box to highlight the discrepancy between total acquisition spend and incremental growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
32
Spruce Point Capital Management activist deck slide.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
33
Uses a quote from an earnings call to contrast with the data showing increased acquisition spending.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
34
Uses red callout boxes to highlight specific long-tenured employee feedback.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
35
The slide uses a combination of visual data (stacked bar) and textual evidence (10-K excerpts) to build a narrative of corporate mismanagement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
36
Uses visual evidence (screenshots) to highlight operational silos.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
37
Uses a combination of CEO quote, historical stock performance, and sales growth data to highlight a pattern of M&A failure.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
38
Includes a detailed table of acquisitions and a summary table of financial impact.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
39
Uses red arrows and boxes to highlight the lack of disclosure in the 10-K and the implied valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
40
Uses screenshots of website and LinkedIn as evidence of the acquisition.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
41
The slide uses a 'Spruce Point' branding and presents a forensic accounting argument regarding organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The table shows a breakdown of revenue by acquisition per quarter, totaling to a bottom-line quarterly sum.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses a table to bridge reported GAAP figures to organic estimates, followed by a bar chart visualizing the growth delta.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a combination of bankruptcy filings and earnings call transcripts to highlight a discrepancy between reported organic momentum and acquired revenue potential.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses a red arrow and question mark to highlight the discrepancy between analyst assumptions and actual historical revenue data.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a press release excerpt and a supporting data table comparing guidance changes to estimated acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to calculate organic vs. inorganic revenue performance and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide highlights a specific accounting practice (contingent consideration reversals) as a red flag for management incentives and acquisition quality.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Spruce Point Capital Management branding.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit