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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

124,921-124,980 of 319,975

filter-aware
43
The table uses a 20-year DCF model with conservative assumptions to highlight value destruction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
44
The slide uses a red highlight to emphasize the 5.5x ratio, signaling a breach of the 3.5x limit.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
45
The slide uses a combination of quotes from earnings calls and a table comparing incentive compensation thresholds to demonstrate how the UBS deal pushed compensation above target.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
46
Uses a red flag icon to highlight the contradiction between management quotes and the data table.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
47
Uses a table to contrast annual report disclosures against growth metrics and word counts.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
48
Uses a red flag icon to signal a warning/contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
49
The slide uses a Q&A format to highlight potential risks and operational challenges at Broadridge.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
50
Uses a red flag icon to signal a warning or 'red flag' in the company's disclosures.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
51
Spruce Point Capital Management branding (pine tree logo).Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
52
Uses a red box and arrow to highlight the specific contradiction between the 100% recurring revenue claim and the analyst's report.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
53
Uses a red flag icon to signal a warning/contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
54
Uses two side-by-side financial tables to highlight the discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
55
Includes a quote from a 2021 conference call to contrast with 2022 performance.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
56
Uses a red flag icon to signal a warning/contradiction.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
57
The slide uses red boxes to highlight specific margin figures and callouts to emphasize the negative impact of the acquisition.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
58
Broadridge Financial Solutions, Inc. (BR)Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
59
The slide uses a timeline format to build a narrative of corporate malfeasance or instability.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses highlighting to draw attention to specific language changes in the company's policy documents.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
61
Uses a red arrow to indicate the movement of policy text from a lower section to a higher priority section.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
62
The slide uses yellow highlighting to draw attention to specific clauses in the policy text.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
63
The slide uses a red arrow to connect the definition of 'Audit-Related Fees' to the 2021 data point, emphasizing the spike.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
64
The slide uses a red flag icon to draw attention to the contradiction between the job posting and the lack of an 8-K filing.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
65
Spruce Point Capital Management branding (tree logo).Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
66
The table highlights the 'Potential Recession' (2022) column in red to emphasize the deteriorating financial position compared to historical periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
67
The table highlights specific years (2014-2016 and 2021-2022) in red to emphasize high margin periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
68
The slide uses a combination of a data table and a stock price chart annotated with insider sell signals to support the 'insider enrichment' thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
69
The slide uses a red flag icon to emphasize the activist's skepticism of analyst rigor.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
70
Uses Bloomberg terminal chart style to highlight valuation divergence.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
The slide highlights that BR's 27.9% gross margin and 0.8% capex margin are significantly lower than the FinTech peer average, yet it commands a 16.4x EV/EBITDA multiple.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
The slide contrasts company-disclosed currency risk with stagnant sell-side financial estimates.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
73
Includes a valuation table and a list of bearish factors.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
74
Broadridge Financial Solutions, Inc. (BR)Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
75
Uses a side-by-side comparison frame to highlight the gap between corporate rhetoric and capital allocation.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
76
The slide uses a table to contrast income statement tax provisions with actual cash payments, highlighting the impact of discrete tax items.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
77
Uses red flag icon to signal warning; highlights specific text changes in yellow.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
78
The slide uses a comparison table to show how the company's risk disclosure language evolved to be more specific about regulatory impact.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
79
The slide uses a side-by-side comparison of two 10-K excerpts to show that the 2022 disclosure is less explicit about segment changes than the 2021 disclosure.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
80
Uses financial disclosure excerpts and comparative tables to point out missing segment-level data.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
81
The slide uses a 'Stuffing Costs' callout to highlight the discrepancy between the company's stated accounting logic and the actual compensation metrics.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a medical metaphor (syringe/doctor) to imply a painful 'forensic examination' of the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a 'precedent_table' structure to build credibility by highlighting past successful short calls.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Includes Spruce Point Capital Management logo (pine tree).FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a 'villain critique' approach by attacking the integrity of the founder's narrative.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
07
This is a classic activist short-seller slide designed to undermine management credibility by highlighting discrepancies between public claims and internal/external data.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
08
The slide serves as a summary of legal and ethical grievances against the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
09
The slide uses anecdotal evidence from former employees and LinkedIn analysis to build a case against the company's leadership.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
10
Slide 10 of an activist deck by Spruce Point Capital Management.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
11
This is a classic activist short thesis summary slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a 'red flag' icon to signal a warning about the company's competitive moat.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Uses a red flag icon to signal warning/danger.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses a red flag icon to signal activist intent; employs a side-by-side comparison structure.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
The slide uses a red flag icon to signal a warning or contradiction of the bull thesis.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a 'before/after' style visual evidence to imply a strategic exit or distancing by the investor.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
This is a classic activist short-seller 'villain' introduction slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
This slide establishes the 'before' or the 'crafted narrative' of the founder's backstory before exposing contradictions in subsequent slides.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a timeline format to systematically debunk a narrative by cross-referencing public records.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses red boxes to highlight specific inconsistencies in legal documents.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a red flag icon to highlight the fraudulent nature of the claims.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit