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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

122,461-122,520 of 319,975

filter-aware
01
Slide 1
The slide uses visual metaphor (cockroaches, rats, broken sign) to attack the company's 'family' branding.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
LHC Group, Inc. (LHCG)LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
LHC Group, Inc. (LHCG)LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
This is the primary thesis slide for the deck, summarizing the forensic accounting arguments regarding the Almost Family (AFAM) acquisition.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
Uses a classic 'Street vs. Reality' comparison framework common in activist short reports.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
06
The slide uses a table to contrast management's reported organic growth with the activist's adjusted estimate.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Uses a line chart to show divergence between legacy and acquired locations, with a callout box explaining the 'net effect' on reported growth.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses a combination of a stacked bar chart for location composition and a grouped bar chart for growth rate comparison to highlight the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a 'before-after' style logic to contrast capital deployment with performance outcomes.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
10
The slide uses a combination of a narrative thesis, a data table, and a concluding callout to frame the investment thesis.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
11
Spruce Point Capital Management branding.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
12
Uses a hub-and-spoke diagram to show how a single industry event (PDGM ruling) influenced multiple stock tickers, while the central callout challenges the market's interpretation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
13
Uses red arrows and highlighted text to draw attention to the discrepancy between management's 'faster/stronger' claims and the implied revenue growth deceleration in the projections.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a 'plug' calculation method (Total Acquired Revenue - Other Inorganic Revenue = AFAM Revenue) to expose the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses a table to contrast management's pre-deal growth projections with actual declining performance.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
16
Uses a timeline table and footnote comparison to expose the accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a red-bordered table to highlight the 'Spruce Point Estimate' which contradicts management's claims.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
Uses a line chart to show divergence between legacy and acquired locations, with a callout box summarizing the 'net effect' of the accounting treatment.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a stacked bar chart to show location exclusion and a grouped bar chart to show the impact of adjusting growth figures.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses a 'Possible Cause' vs 'Spruce Point Concern' structure to frame the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
Uses a numbered list of quotes to highlight the contradiction between initial claims of 'already integrated' and subsequent delays.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
22
Uses direct quotes and earnings supplement data to frame management as incompetent.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide uses a timeline of four screenshots from earnings supplements to highlight the omission of growth data.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
72
Includes red callout boxes highlighting the 'Gain/loss on disposal of property' line items.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Spruce Point Capital Management branding (tree logo).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
74
Uses the 'Big Short' movie poster as a visual anchor to establish credibility via association with Steve Eisman.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
75
Uses a dual-axis chart combining bar and line elements to show account growth trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
76
Uses red flags as visual markers for negative citations.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
77
Uses red arrows and callouts to highlight aggressive marketing tactics as evidence of poor credit management.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
78
Uses a quote-based contradiction framework to highlight management's disconnect from the underlying financial data.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
79
The slide uses a red horizontal line to denote the average impairment rate and highlights the post-2018 period as a point of concern.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
80
Uses a red flag callout to emphasize the activist thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
81
The slide uses a red flag callout to emphasize the divergence in delinquency trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
82
Includes Spruce Point Capital Management logo (tree).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
83
The slide uses a line chart and a data table to highlight the divergence between company-reported 'normalized' EPS and Spruce Point's adjusted EPS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
84
The table shows a quarterly breakdown from Q1 2018 to Q3 2019, highlighting specific adjustments like Helly Hansen net income, share repurchases, and tax rate changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
85
Uses a side-by-side comparison of two tables to show the addition of a footnote (Footnote 4) between 2017 and 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
86
The slide uses a comparison table to highlight the gap between consensus estimates and the reality of underlying earnings growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
87
This is a standard Spruce Point Capital Management section divider slide.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
88
Uses direct quotes from earnings calls to establish a pattern of management behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
The slide uses a red flag callout to highlight the contradiction between the stated accounting change and the later EPS benefit.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Uses red callout boxes to highlight the contradiction between the press release and the shareholder report.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Uses red boxes and arrows to highlight specific text in a company disclosure document.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses red underlining in the source text to highlight the specific accounting changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
Uses red flags to highlight suspicious behavior and red arrows to connect evidence to the activist's critique.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a pie chart to illustrate the weighting of the STIP pool (75% earnings, 25% comparable sales).Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses a red arrow to visually connect the company's reported STIP earnings to the adjusted calculation, highlighting a $44 million delta.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Uses SEC press release and proxy circular excerpts to establish a pattern of poor governance oversight.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide uses a table to frame executive turnover as a bearish signal.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Uses stock price chart to annotate specific purchase dates corresponding to ownership threshold maintenance.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
Uses external citations to frame the argument against dual-class structures.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
The slide uses a sum-of-the-parts valuation approach to justify a significant downside for the stock.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
103
The slide highlights the discrepancy between sell-side optimism and Spruce Point's bearish outlook.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
104
Includes adjustments for lease liabilities, property sales, REIT income, working capital, capex, taxes, and interest.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
105
The slide argues that standard P/E and EBITDA multiples are misleading for Canadian Tire due to poor cash flow conversion.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
106
The chart uses a red box to highlight the negative growth of Canadian Tire when buybacks are excluded.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
107
Includes a red arrow annotation highlighting a downward revision by Desjardins.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
108
This is a classic activist short-seller visual pun.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit