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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

123,181-123,240 of 319,975

filter-aware
53
Uses a testimonial/quote from a former executive to undermine the company's preferred financial metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The chart shows a widening gap between positive Adjusted EBITDA and increasingly negative cash flow metrics.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The chart highlights the discrepancy between reported Adjusted EBITDA and the underlying cash-intensive nature of the business.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses a comparison table to contrast the company's accounting method with the activist's view.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
The chart uses red bars for negative values and green for positive, emphasizing the negative trend.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a 'decomposition' style to show how a complex metric is built on 'unproven assumptions'.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
The slide uses a comparison of two bar charts to show how changing the discount rate from 6% to 4% significantly inflates the reported CCV.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Uses excerpts from company risk factor disclosures to undermine the credibility of the 'Contracted Customer Value' metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide highlights that Sunnova's true gross margin is significantly lower than reported GAAP figures when financing costs are included.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The table uses a green box to highlight the company's reported adjusted OCF and a red box to highlight the analyst's adjusted OCF and the resulting delta.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The table highlights the shifting line items used by the company to adjust operating cash flow over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses a red box to highlight the 12/31/19 data point for Sunnova, contrasting it with peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Highlights the specific accounting policy differences between the target and its peers using excerpts from company filings.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a combination of bar charts and trend lines to argue that revenue growth is structurally declining.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
The slide uses a dual-chart layout to contrast GAAP performance with adjusted metrics, highlighting the discrepancy.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses a table to highlight the company's cash burn and capital expenditure requirements over time.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
Uses press release excerpts and a custom table to track ECP's share reduction.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
Uses a timeline-like sequence of events to imply opportunistic behavior by an insider.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
The slide uses a quote to validate the activist's thesis that the stock is expensive and insiders will sell.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
74
Uses a visual '?' to point out the discrepancy between the official company bio and the LinkedIn work history.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses a 'guilt by association' narrative, connecting the current audit chair to historical legal and regulatory issues at his former employer.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses professional background data to cast doubt on current management's track record.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a 'before-after' or 'contradiction' framing to cast doubt on the CFO's transparency.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide highlights a governance risk (ISS score of 9) and contrasts the peer selection criteria of two companies.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide highlights Sunnova's outlier status in compensation metrics compared to industry peers.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide highlights that Sunrun includes financing/leasing companies in its peer set, which the activist argues is more relevant for Sunnova.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses a screenshot of a LinkedIn profile to highlight the partner's current specialization.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses LinkedIn and PCAOB data to highlight the professional background of specific audit partners.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
The table uses two distinct valuation frameworks to arrive at a single-digit share price range.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
85
The slide highlights the valuation discrepancy between Sunnova and its peers, suggesting an overvaluation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
86
The slide uses callouts to argue that Sunnova's high valuation is unjustified and likely to contract.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
87
The slide uses red underlining to highlight the specific mentions of 'EBITDA' in the analyst reports to emphasize the critique.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
88
The slide uses red callout boxes to point out specific accounting/valuation flaws in the provided table.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
89
The table lists analyst ratings, price targets, and valuation methodologies to demonstrate inconsistency and perceived overvaluation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
90
The slide lists the portfolios of three specific analysts to demonstrate their lack of leasing-focused coverage.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
91
Includes a table showing the decline of SolarCity's market share post-acquisition by Tesla.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
01
Slide 1
The slide uses a visual metaphor of pests (rat, cockroaches) crawling over a grid of 'Strong Sell: Avoid' warning labels to imply infestation or toxicity in the company's financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
02
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a quote from Ben Axler to frame the thesis that S&P 500 status does not protect investors from corporate malfeasance.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
04
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller 1 hit
05
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a classic activist short-seller structure: thesis statement, governance critique, and a list of 'headwinds' to justify the valuation downside.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
This is a classic activist short thesis slide, focusing on 'financial strain' and 'accounting manipulation'.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses a structured list format to present multiple pillars of an activist short thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a matrix-like structure to compare business segments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The table demonstrates the impact of adding back unfunded pension, operating leases, and environmental liabilities to the enterprise value.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a callout box to frame the narrative and annotations to link specific negative events to the stock price history.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide uses a red box to highlight the FY 2020E column, emphasizing the discrepancy between reported and adjusted figures.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
13
The slide uses a red box to highlight the calculated 'Organic EBIT Decline' of ($22.8m).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
14
The slide uses a bearish thesis to justify a significant price target reduction based on normalized financials.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
15
Avery Dennison Corporation (AVY)Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
16
The slide uses a dual-axis approach (bar for annual, line for cumulative) to emphasize the scale of capital deployment vs. lack of FCF growth.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a table to categorize risks, providing a clear 'Headwind/Risk' vs 'Description' structure.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
Uses a combination of historical CEO quotes and industry expert testimony to highlight a potential strategic omission by management.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a call-and-response format to highlight skepticism regarding corporate margin reporting.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses a 'villain' framing (Avery) and contrasts their quote with industry growth data.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
Uses a call-and-response format to validate the activist thesis.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit