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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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

122,161-122,220 of 319,975

filter-aware
60
Uses a side-by-side comparison of acquisition accounting (2012 10-K) and divestiture news (2019 press release) to highlight value destruction.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
61
The slide uses a table to quantify the potential impairment risk and a callout box to suggest management is using accounting metrics to delay necessary write-downs.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
62
The slide presents four separate tables comparing actual reserves to hypothetical reserves based on previous percentage levels to calculate an 'Under-Reserve' amount.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses a 'reversal' methodology to demonstrate the impact of accounting choices on reported EPS.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a 'villain' framing by accusing management of 'sweeping costs under the rug'.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
65
The slide uses red highlighting to draw attention to specific line items in the tables that the author deems problematic.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
66
Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
67
The slide uses a grid of Glassdoor-style reviews to build a narrative of toxic management.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
68
The slide uses a table to highlight a specific instance where a revenue target was missed but the full bonus was still paid, suggesting undue discretion.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
69
The slide uses a table to highlight the 'break-neck pace' of c-suite turnover, contrasting the 'natural changing of the guard' narrative with the timing and nature of the exits.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
70
Uses a 'villain' narrative style common in activist short reports to cast doubt on management stability.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
71
Uses a timeline-based process flow to demonstrate executive turnover.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
72
The table uses color coding (red/orange) to highlight executives with less than 3 years of tenure.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
73
Uses LinkedIn profile screenshots and Yahoo Finance stock charts to establish guilt by association.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
74
The slide uses a comparison of two company earnings disclosures to highlight a pattern of aggressive accounting.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
75
The slide uses a red box highlight and an arrow to draw attention to the 2017-2019 period of intense insider selling.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 1 hit
76
Hill-Rom Holdings, Inc. (HRC)Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
77
The slide uses a side-by-side table structure to contrast Street's 'adjusted' figures with Spruce Point's more conservative 'unadjusted' view.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide uses a comparison table to expose a discrepancy in market valuation perception.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
The slide highlights a disconnect between analyst qualitative commentary and their quantitative price targets.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
The table highlights the discrepancy between consensus and Spruce Point's adjusted EBITDA and valuation multiples.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
01
Slide 1
The visual metaphor of 'damaged chips' and rats suggests operational or quality control issues at the company.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
02
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a case study approach to establish credibility for the firm's short-selling thesis regarding Chinese exposure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
Standard Spruce Point Capital Management branding slide.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
The slide uses a two-column layout with callout boxes on the left and detailed bulleted evidence on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
The slide uses a two-part structure: suspicious guidance practices vs. signs of financial strain.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
08
The slide uses a three-part structure with callout boxes on the left and detailed bullet points on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
09
The slide uses a two-part structure: capital allocation critique followed by valuation/analyst consensus critique.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
10
The slide uses a vertical process flow to establish credibility and rigor in the investigation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
11
The slide uses a 'discrepancy' framing to suggest potential financial misreporting or fraud.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
12
Uses a peer benchmark table to justify the adjustment assumptions applied to the financial model on the left.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
13
Uses a classic 'Street vs. Reality' contrast frame.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
14
The slide uses a callout-style layout to link specific sources to their critical commentary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
Uses red arrows and callouts to highlight specific text in financial document excerpts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
Includes Spruce Point Capital Management logo/branding element (the tree).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
Uses a before-after framing to highlight the degradation of corporate transparency.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
Uses red circle annotations to highlight the change in signature from Brian McDonald to Jim Moyer (labeled as Jim Christoffersen in the document).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
Highlights key risk factors from the S-1 filing with red underlines and a callout box.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses excerpts from SEC filings (8-K and NT-10Q) to contrast poor financial governance with executive compensation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
21
Uses a testimonial from a former engineer to anchor the thesis of a diminishing moat.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
22
Uses historical 10-K data to contrast current warranty provision spikes against past disclosures claiming immateriality.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Features the Spruce Point Capital Management logo (pine tree).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a classic 'investor narrative vs. reality' setup common in activist short reports.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Uses a dialogue format to cast doubt on the sustainability or organic nature of the company's growth.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
The slide uses a callout-style layout to contrast executive statements with the premise of 'dodgy' disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a chronological list of 10-K disclosures to highlight the contradiction.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
Uses a timeline-style layout to show recurring vague claims by the CEO.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
29
The slide uses a table to contrast local tax filings with consolidated SEC filings to suggest potential financial misrepresentation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
The slide uses a two-part table structure: a revenue/inventory adjustment model on the left and a peer benchmark comparison on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
31
The slide uses a red box to highlight the subject company (Monolithic Power Systems) and an annotation to explain a spike in NXP Semi's data.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
32
The slide highlights Monolithic's upward trend in inventory compared to the relatively stable or fluctuating trends of its peers, with a specific annotation on the Renesas chart regarding an acquisition.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
33
The slide uses a specific historical case study to cast doubt on a target company's current inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
34
Spruce Point Capital Management activist short report slide.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
35
Uses a combination of corporate disclosure text and financial charts to imply accounting manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
36
The chart highlights a negative trend (rising inventory relative to revenue) to support an activist thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
37
Uses red arrows to highlight the missing 'Raw materials' line item in the 2013 disclosure compared to the 2014 disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
38
The slide uses a table to highlight a specific inflection point in raw material inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
39
Uses a callout-style comparison to highlight the discrepancy between stated strategy and financial outcomes.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit