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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

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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

122,341-122,400 of 319,975

filter-aware
65
The slide uses a 'preempt_rebuttal' strategy by acknowledging existing analyst sentiment while simultaneously dismissing it as insufficient because it lacks the 'forensic analysis' the activist firm claims to provide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
66
Includes footnotes regarding specific deal adjustments.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
67
The slide uses a Bloomberg terminal screenshot to validate the valuation thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
68
Includes a direct quote/excerpt from a Moody's credit report.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
69
The slide highlights that Cintas's valuation multiples (P/E, EV/EBITDA, Price/Book) are higher than the peer average despite similar growth and dividend profiles.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
70
The slide uses a consistent red color for the target company (CTAS) to emphasize its outlier valuation status relative to peers.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
72
The slide uses a two-column layout to contrast valuation methodology flaws with specific business risks.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The visual metaphor uses a smoking industrial machine with a 'PANIC' button and a 'DANGER' skull-and-crossbones sticker to imply corporate distress.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Plug Power Inc. (PLUG)Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Standard Spruce Point Capital Management branding slide.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
This is a classic activist short thesis summary slide.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a numbered list with red flag icons to emphasize critical risks.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
Uses a before-after framing to validate the firm's predictive capabilities.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a red box highlight on the table and chart to emphasize the specific period of accounting change.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses historical data to predict future negative outcomes for the company.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Spruce Point Capital Management branding (tree logo).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a red arrow to connect the 'Total Potential Dilution' figure to a callout box emphasizing the 80% increase in share count.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses a series of historical quotes to highlight management's recurring failure to meet profitability targets.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a combination of a Bloomberg ownership table and a historical SEC litigation release to frame the company's investor base negatively.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses social proof (negative sentiment) to argue that the retail investor base is losing faith in the company's management.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses excerpts from SEC filings (10-Q) to contrast loan terms.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a table of analyst ratings alongside a screenshot of a prospectus supplement to visually link the $2.75 price target to the lead underwriter.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Spruce Point Capital Management branding.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a process flow diagram to illustrate the shift in financial structure.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses a chronological layout to contrast early management statements with later financial disclosures.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a 'villain' narrative (customers pressuring the company) to explain poor financial health.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses an analogy to frame restricted cash as a negative indicator similar to high DSOs.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
21
The slide uses a comparative accounting framework to show how GAAP vs. Non-GAAP treatment of lease financing creates artificial revenue and profit inflation.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
22
The slide uses a visual comparison framework to contrast two business models and highlight the accounting discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
23
Uses a timeline-like structure to show SEC pressure leading to a temporary change in reporting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses a before-after style framing to highlight the trade-off between cash preservation and equity dilution.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses three news clippings as evidence to support the argument that warrant deals are common practice for Amazon.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Uses a red arrow to visually connect the warrant provision in the 10-K to the adjustment table.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Spruce Point Capital Management branding (pine tree logo).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a before-after comparison to highlight how accounting changes can be used to mask underlying economic performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
Uses a chronological sequence of excerpts from SEC filings to highlight a shift in accounting treatment.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a before-after style comparison of two documents to highlight a discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide uses a 'before and after' comparison of financial reporting strategies to imply management manipulation of revenue recognition.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a 'quote vs. reality' structure to highlight management hypocrisy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Plug Power Inc. (PLUG)Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a red arrow to connect the adoption of accounting standards to the valuation spike.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses a red box highlight on the table and chart to emphasize the impact of the accounting change post-Q3 2018.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to highlight a specific line item (Right-of-Use Asset Depreciation) as a questionable add-back.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a bar chart to compare reported FCF vs. Spruce Point's adjusted FCF, highlighting the discrepancy caused by restricted cash accounting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two bar charts to illustrate the deterioration of financial health over time, specifically highlighting the divergence between reported metrics and the analyst's adjusted view.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses two bar charts to correlate financial engineering (leasebacks) with revenue performance.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Includes two charts showing financial health (FCF, Net Debt) and two charts showing valuation multiples (Price/Sales, EV/Sales).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The imagery uses a dark, ominous tone to suggest financial distress or 'sinking' performance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a precedent table to establish credibility and demonstrate a pattern of successful short-selling/activist campaigns.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a classic activist short-thesis structure: high-level summary followed by detailed bulleted arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
Uses a vertical arrow visual to connect two main problem areas: operational decline and credit/capital allocation issues.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a vertical red arrow to indicate a causal or sequential flow of arguments.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a traffic-light color coding system (Green/Yellow/Red) to represent risk levels.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit