slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
100%ready for canon
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
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all document kinds · all orientations
Slide collection
123,961-124,020 of 319,975
10
The slide uses a vertical list of red callout boxes on the left to summarize the key arguments, which are then expanded upon in the main body text.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
11
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
Uses a red flag icon to denote a warning or red flag finding.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
Uses a red flag icon to signal a warning/red flag in the activist report.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a red flag icon to denote a warning/red flag.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses visual evidence from Wayback Machine screenshots to demonstrate shifting claims.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses red arrows to point out specific discrepancies between press releases and presentation materials.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses red arrows and a red callout box to emphasize the discrepancy between the $15B+ claim and the $13B+ / $14.5B figures.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Uses a red flag icon to draw attention to the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
Uses a red flag icon to denote the activist's 'warning' or 'contradiction' finding.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses a red box to highlight the core thesis and red bars/annotations to emphasize the negative trends.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
21
Uses Wayback Machine screenshots as evidence of historical website changes.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
22
The slide uses a 'before-after' comparison to expose a contradiction in the company's market sizing narrative.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
23
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
24
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
25
The slide uses a red box to highlight the cessation of 'ARPU (customer)' reporting and the shift to 'ARPU (locations)'.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
26
Uses a red flag icon to signal a warning or contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
27
Uses a red flag icon to signal a warning/red flag to investors.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
28
The slide uses a red flag icon to signal a warning or contradiction in the company's reported financial performance.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
29
Uses a contrast-pairs framework to highlight the discrepancy between LSPD's messaging and its peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
30
Uses a red flag icon and red arrows to draw attention to the discrepancy in the company's own investor presentation.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
31
Uses red-bordered callouts to highlight negative sentiment or critical data points regarding the competitor.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
32
Uses red callout boxes to highlight contradictory statements from executives.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
33
Uses a red arrow to visually connect the 'Omitted' text in the Post-IPO section to the original text in the At-IPO section.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
34
Uses red boxes and a blue arrow to visually connect the inconsistent data points.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
35
Uses red boxes and arrows to point out specific accounting changes in financial tables.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
36
Spruce Point Capital Management branding (pine tree logo).Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
37
Uses a red flag icon to signal a critical finding.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
38
Uses a red flag icon to highlight the thesis and a testimonial to support the claim.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses a Q&A format to present expert testimony.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
40
Includes a screenshot of a tweet and a block quote from an interview.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
41
Uses a red flag icon and red bounding box to draw attention to the new migration guide.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a red flag icon to denote a warning or competitive threat.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses a red flag icon to signal a warning or competitive threat.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses news clippings from Reuters and Forbes to support the bearish thesis.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses a quote from the Head of IR to prove management tracks metrics they do not report.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a red flag icon to signal a warning or contradiction in company reporting.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a red flag icon to signal a warning/contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Uses red callout box and red arrow to highlight discrepancies in executive tenure and acquisition counts.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
Uses a red flag icon and a red-bordered callout to emphasize the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
Uses a red flag icon to denote a warning/contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a stacked bar chart to show the shift in deferred revenue mix over time, alongside text excerpts to highlight a change in corporate disclosure.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a red flag icon to denote a warning/contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a red flag icon to highlight the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a red box and arrows to draw attention to LSPD's high credit loss provisions compared to peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses a red flag icon and red borders to draw attention to the discrepancy in DSO trends between the subject company and its peers.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses a red flag icon to signal a warning/contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Uses a red flag icon to highlight the critical claim.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Uses a direct quote from an earnings call to highlight the contradiction.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a red callout box to frame the data as evidence of poor capital allocation.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
The slide uses a quote from a former manager to set up a contradiction with the empirical data in the table.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a red flag icon to signal a warning or red flag regarding the company's financial reporting (impairment charges).Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
The slide uses red callout boxes to emphasize negative feedback from an anonymous source.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a Q&A format to highlight operational and product-market fit issues.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide uses red callouts and circles to highlight specific aggressive assumptions in the company's financial disclosures.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a red box to highlight the negative values in the table and the corresponding footnote.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses two side-by-side financial statement excerpts to point out an accounting anomaly.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
Spruce Point Capital Management branding.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 1 hit