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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

dynamicclickable
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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

123,421-123,480 of 319,975

filter-aware
59
The slide uses historical financial data to justify a valuation multiple for a target company.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
60
Includes a red flag callout regarding accounting reclassifications.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
61
Includes Spruce Point's own adjusted valuation for Porch.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
The slide highlights that market data providers (Capital IQ, Yahoo Finance, Bloomberg) are undercounting shares, leading to an understated market capitalization.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
63
The slide uses a variant valuation approach to argue that the equity could be worthless.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a visual metaphor of rats and skull-and-crossbones symbols to imply that the company is ignoring significant risks.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
02
This is a standard CSR/philanthropy slide often found in activist short reports to build goodwill or contrast with the 'villain' company.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
04
Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
The slide uses a 'precedent_table' structure to establish credibility by highlighting past successful short-selling or activist campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a precedent table to establish credibility by showing past successful short campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses a structured table format to present four distinct pillars of the short thesis, each linked to supporting slides.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a structured table format to map specific allegations to supporting evidence in other parts of the deck.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The slide uses the Spruce Point Capital Management logo (the pine tree).Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
11
Uses a red flag icon to signal warning/danger. The timeline structure highlights the professional overlap between the two executives.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
12
Uses a red flag icon to signal warning/danger. The slide structure is a classic 'before-after' or 'thesis-antithesis' framing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
13
Uses a vertical timeline structure with red arrows indicating the 'reality' check against the initial claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
14
The slide uses a table to map specific executives to their past scandals at other companies.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
15
The slide uses a call-and-response format to highlight management's optimistic claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
16
The slide uses a callout-style layout to present expert testimony as evidence for the activist thesis.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
17
The slide uses a dialogue format to highlight discrepancies in reported revenue figures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Aha Moment1 hit
18
The slide uses a dual-axis chart to correlate TSA throughput with year-over-year change, highlighting a recent decline.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
19
The slide uses a red flag icon to signal warning/danger.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
20
Includes a red box highlight on the 'EV / Current Year Sales' column to emphasize the valuation discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
21
Uses a red flag icon to highlight the risk factor.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
22
The slide serves as a narrative hook for the activist thesis, framing the subsequent investigation as a validation of external warnings.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
23
The slide uses a specific GAO protest document to undermine the company's credibility regarding operational efficiency.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
24
Includes excerpts from a legal complaint (Dahra Engineering vs L3 SDS).Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
25
Uses a call-and-response structure to highlight evasion.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
26
Uses a table to highlight the discrepancy between stated goals and actual financial reporting.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
27
Uses a table to calculate implied international revenue and expose the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
28
Uses a call-and-response dialogue format to expose a potential misrepresentation of revenue sources.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
29
The slide uses a red flag icon and a red border around the final column to emphasize the contradiction.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
30
The slide uses red text in the 'Description' column to highlight the word 'DEFECTIVE' as a rhetorical device.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
31
Uses a two-column layout to present two specific product lines (MV3D and ClearScan) with supporting images and claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
32
Uses red boxes to highlight career history and specific financial restatement data points.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
33
Includes a snippet from a 10-Q filing and a table from a 2019 financial statement.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
34
The slide uses red boxes to draw attention to specific financial figures and subsidiary ownership structures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
35
The slide uses callouts to point to specific line items in the provided financial statement snippets to prove the overstatements.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
36
Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
37
Uses red arrows to visually emphasize the divergence/reversal trend in both charts.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
38
Uses a red flag icon to signal warning/fraud risk.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
39
The slide uses a pie chart to show bonus weighting and a table to show performance vs targets, highlighting the 148% outlier.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
40
Uses red arrows to emphasize negative trends in the data tables.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
41
The slide uses a red flag icon and callout boxes to draw attention to specific data anomalies in the table.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
42
The slide uses a red-box annotation style to highlight specific claims and adds critical commentary (e.g., 'Nonsense! Make No Sense') to expose management's shifting narrative.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses color-coding (yellow/red boxes) to highlight specific contradictory data points in Q3 2020.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
44
Uses red arrows and question marks to highlight inconsistencies in financial disclosures.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
45
This is a section divider slide from an activist short report by Spruce Point Capital Management.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
46
Uses screenshots of a website and a financial statement to build a case against the distributor's credibility.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
47
The slide uses a table to map corporate entities to directors and shareholders, followed by two callout boxes detailing the corruption allegations.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
48
The slide uses a combination of photographic evidence, a GSA price list screenshot, and a table of Thai lease contracts to build a case of financial irregularity.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses financial statement screenshots and a combo chart to visualize the margin compression.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
50
The slide uses two tables of financial statements and a summary table to demonstrate that inventory and receivables are growing faster than sales, a classic indicator of channel stuffing.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
51
The slide uses a red box to highlight the revenue line item in the table and connects it to a callout box explaining the discrepancy.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
52
The table highlights specific Bill of Lading numbers and descriptions of returned X-ray equipment.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
53
The slide uses a table to present forensic evidence of suspicious supply chain activity.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
54
The slide uses specific shipping data (Bill of Lading, dates, weights) to substantiate claims of ongoing business relationships or returns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
55
Leidos Holdings, Inc. (LDOS)Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit