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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.

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319,975
Described
319,974
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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

123,121-123,180 of 319,975

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01
Slide 1
The imagery of a flying pig and a sun explosion is a metaphorical critique of the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a precedent case to establish credibility for the current activist campaign.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide explicitly references a 'Porter's Five Forces Analysis' in the sub-header.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
This is a classic activist short-thesis slide, focusing on 'accounting manipulation' and 'misleading metrics'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
08
The slide uses a 'villain' narrative by linking management to past corporate scandals (Enron, Spark Energy, Fletcher International).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
09
Uses a direct quote from a customer service representative to undermine the company's stated business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
10
The slide argues that industry maturation will intensify competitive pressures on Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
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The slide uses a checkmark/X matrix to highlight reporting discrepancies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
12
Uses an expert quote to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
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Uses a comparison table to contrast the company's stated method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
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The slide highlights a shift from positive to negative margins in the adjusted calculation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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The table demonstrates the discrepancy between company-reported adjusted OCF and Spruce Point's adjusted OCF by subtracting items the company adds back.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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The table highlights the shifting terminology and values used by the company over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a red box to highlight the 12/31/19 period across all three companies to emphasize the anomaly.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
Highlights specific accounting policy language from company filings to contrast methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
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The table shows a consistent pattern of negative cash flow before financing across multiple years and quarters.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses press release excerpts and a data table to demonstrate insider selling.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
21
Uses a red question mark and arrows to visually link the CEO's official bio to the omitted Enron experience.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
Uses a side-by-side comparison of a biography snippet and a company description to expose an omission.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide highlights a discrepancy between the target company's compensation metrics and those of its peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Includes two charts: a dual-axis combo chart showing capacity vs price, and a simple line chart showing cost drop for a 6kW system.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a comparison frame to illustrate the structural threat to the company's business model.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Includes annotations highlighting key markets for Sunnova and markets with expected growth.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a 'before-after' or 'causal-chain' logic to link macro trends to a specific business threat.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
The slide uses a comparison table to argue that direct ownership is financially superior to leasing.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses quotes from the Wall Street Journal to validate the thesis that the leasing business model is in a 'vicious cycle'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a combination of a summary paragraph and a list of supporting evidence points, with key phrases underlined for emphasis.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Includes a bar chart showing market share growth from 2016 to Q1 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Includes a table showing historical SREC revenue and growth, with red boxes highlighting recent declines in 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a scenario-based logic to argue that both outcomes (renewal vs. no renewal) are negative for the company.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The table illustrates the sensitivity of project economics to regulatory tax incentives.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses a series of quotes from industry executives to contradict the market's assumption of a favorable policy outcome.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
The slide uses a standard Porter's Five Forces framework to argue that Sunnova faces significant competitive pressures.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a bar chart to show market positioning and quotes to frame the acquisition as a cost-saving necessity.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
Uses a 'villain' (SunPower) to frame the competitive threat to the subject company (Sunnova).Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a three-column comparison framework to systematically dismantle company claims.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses anecdotal evidence from former employees to support the thesis that Sunnova's business model is unsustainable and commoditized.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a 'he said, she said' structure to contrast external industry skepticism with management's vague justification.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses direct quotes to establish a precedent of industry leaders favoring direct sales over independent dealers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a direct quote from a Green Tech Media article to substantiate the claim of partnership.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a two-column layout to present evidence of counterparty risk through news clippings and DOJ press releases.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide uses a series of news clippings and bulleted summaries to build a case against the company's business ethics.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses a 'before-after' or 'precedent' style to contrast Sungevity's 2016 pitch with its 2017 bankruptcy and 2020 layoffs.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Spruce Point Capital Management branding.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses red boxes and arrows to highlight the discrepancy in interest expense placement.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a contrast-pairs framework to highlight management's narrative versus the activist's skepticism.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a dialogue format to present negative sentiment from former employees.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The table includes a 'Spruce Point Adj' row to account for TEU impact on enterprise value.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a quote from an industry observer to support the thesis that GFL's acquisitions are largely failures, justifying the high intangible asset valuation as a risk.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
The slide uses a checkmark list format to emphasize the severity of the four points.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
The hockey puck is visually used as a zero symbol to imply the company's value is zero.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
104
The slide features the Spruce Point Capital Management logo (a pine tree).GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
Uses a three-column layout to contrast index rules with GFL's actual security structure.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses Bloomberg terminal screenshots to highlight specific fund holdings in GFL.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit