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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

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Slide collection

123,001-123,060 of 319,975

filter-aware
34
Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
Uses a timeline-like structure to juxtapose a corporate deal announcement with a government pandemic warning.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
Includes two tables comparing actual vs consensus performance and a callout box highlighting management's awareness of the negative impact on offer prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
Uses a timeline-based argument to expose potential management malfeasance regarding deal timing and disclosure.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide uses a split-column layout to contrast Forescout's declining relevance with the comprehensive offerings of competitors.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
39
Uses expert quotes and employee growth charts to support the thesis of competitive disadvantage.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
40
Uses two industry-standard analyst frameworks to create a 'before and after' narrative of decline.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
41
The slide uses a grid of employee review snippets to build a narrative of internal dysfunction.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
42
The slide uses red boxes to highlight negative trends in hiring and specific departures of sales leadership.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
43
The slide highlights the removal of the phrase 'each of the sales representatives' annual cohorts are producing at levels at or better than in their prior year' and the change in tenure statistics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
44
Uses external news clippings and an expert quote to validate the thesis that customers are in cost-cutting mode.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
45
The slide uses a donut chart to show customer concentration and a logo grid to illustrate the client base, highlighting the 'Financial Services & Government' segment.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
46
The slide uses a timeline structure to link the release of negative financial forecasts to the subsequent reduction in acquisition price offers.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
47
Uses a chronological sequence of press releases to highlight a discrepancy in terminology.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
48
Forescout Technologies (FSCT)Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
49
Uses three tables to demonstrate the discrepancy between management's optimistic guidance and the analyst's more conservative projections.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
50
The slide uses a red box to highlight the 'Spruce Point Projection' columns, emphasizing the more severe downside scenarios.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
51
Includes a callout box highlighting the discrepancy between Forescout's performance and the peer group median.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
52
Includes a snippet of Avira's consolidated income statement and a comparative table of acquisition metrics.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
53
Includes a bridge-like logic showing how different sales multiples and pandemic adjustments lead to lower implied share prices.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
54
Includes a deal-break cost/benefit analysis table and a callout box summarizing the strategic recommendation.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
55
The slide uses a two-part valuation framework (Deal-Agnostic vs. Complete) to demonstrate downside risk.Forescout Technologies (FSCT) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a metaphorical image of a garbage truck and trash to imply the company is a 'dump' or failing, with a police car suggesting legal or regulatory trouble.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
GFL Environmental Inc. (GFL)GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by showcasing past successful activist interventions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparative table to establish credibility by showcasing past successful short-selling campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a precedent table to establish credibility by highlighting past successful short campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a color-coded alternating row structure to delineate main sections and sub-sections.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
GFL Environmental Inc. (GFL)GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a vertical process flow (red arrows) to connect three distinct pillars of the short thesis: management integrity, business model viability, and accounting/financial health.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a vertical red arrow process flow to connect specific criticisms to detailed descriptions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
The slide uses a structured layout to contrast the company's narrative with the activist's skepticism.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
11
The slide uses a dialogue format to cast doubt on the company's governance and ethics.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
12
The slide uses a hub-and-spoke diagram to visualize 'guilt by association' and complex web of relationships.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
13
The slide uses a 'before/after' style comparison of biographies to expose a hidden professional history.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
14
The slide uses a comparison table to draw parallels between a current company (GFL) and a historical case of fraud (Philip Services).GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
15
Uses visual evidence (screenshots of filings, social media, and news articles) to build a narrative of hidden associations.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
16
Uses visual evidence (Instagram screenshots) and text-based legal reporting to build a narrative of guilt by association.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
17
The slide uses visual evidence (Instagram posts) to establish a social and business network connection.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
18
The slide uses a screenshot of a corporate registry to establish a connection between entities.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
19
Uses red boxes to highlight specific names in a government document and red arrows to link them to social media and news clippings.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
20
Uses red boxes and arrows to link specific underwriters to negative news headlines.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
21
The slide uses a 'hot potato' metaphor to suggest instability and poor quality of the asset being sold to public investors.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
22
The slide uses a call-and-response format to highlight negative sentiment from former employees regarding GFL's financial viability.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
23
The slide uses a red box to highlight the adjusted FCF discrepancy.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
24
GFL Environmental Inc. (GFL)GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
25
Uses a combination of narrative text, a quote from the CEO, and a screenshot of an SEC press release to establish a 'guilt by association' narrative.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
26
The slide uses media clippings to contrast the 'rags to riches' narrative with the activist's skeptical thesis.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
27
The slide uses a dialogue format to build a narrative of corporate malfeasance.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
28
Uses red question marks and underlines to draw attention to discrepancies between historical filings and current disclosures.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
29
The slide uses a hub-and-spoke diagram to visualize 'guilt by association' through red boxes and bidirectional arrows.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
30
Includes a red box highlighting specific lines in the transcript and a red arrow pointing to the text.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
31
Uses red arrows to map relationships between individuals in photos.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide highlights a specific allegation of kickbacks by management.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a screenshot of a Canadian corporate registry filing to establish a link between entities.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses visual evidence (Provincial Officer's Report and Instagram screenshot) to link corporate figures to criminal associates.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a screenshot of a social media platform to imply a conflict of interest or lack of independence.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses callout boxes to present negative press coverage as evidence of character/operational risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses social media screenshots as evidence of a relationship between the CEO and a service provider, and links that provider to a controversial political figure.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
Uses a screenshot of an Instagram post as evidence of potential related-party transactions or wasteful spending.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit