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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

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

125,161-125,220 of 319,975

filter-aware
89
Uses academic citations to refute company marketing claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
90
The slide uses a red flag icon to signal a warning or 'red flag' issue. It relies heavily on academic citations to build credibility.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
91
The slide uses a red flag icon to highlight the key takeaway and a red box to highlight the study's conclusion.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
92
The slide uses academic citations to challenge the company's core value proposition and business model.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
93
Uses a red flag icon to signal regulatory risk; includes direct quotes from company filings and industry interviews.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
94
Uses a table format to map specific allegations to supporting quotes.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
95
Uses a 2x2 grid layout to categorize the core arguments against PGNY's business model sustainability.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
96
Spruce Point Capital Management branding (pine tree logo).Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
97
The slide uses a red flag icon to highlight the negative sentiment of insider selling.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
98
The slide uses a table and a pie chart to visualize the consensus bias among analysts.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
99
The table highlights the 'Spruce Point Adjusted' EBITDA margin for PGNY, which is significantly lower than the reported margin due to stock compensation adjustments.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
100
Includes a valuation table and two consensus estimate trend tables.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
01
Slide 1
The imagery is highly provocative, intended to associate the company with infestation and decay.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Saputo Inc. (TSX:SAP)Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a table to establish credibility by citing past successful short campaigns.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparison table to establish credibility by showing historical success in identifying overvalued or problematic companies.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Saputo Inc. (TSX:SAP)Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a maturity model framework (Growth -> Maturity -> Decline) to frame the company's trajectory.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a red-background table to emphasize the 'Reality Check' column, creating a strong visual contrast against the 'Current Perception' column.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a two-part structure: historical reputational risk and operational/financial performance critique.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
The slide uses a two-part structure to categorize the short thesis into transparency issues and financial stress indicators.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
11
The slide uses a two-part structure with red arrows to highlight key problem areas.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
12
The slide uses a left-hand sidebar for key callouts and a main body for detailed critique.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
13
The slide uses a left-hand sidebar for key themes and a right-hand column for detailed narrative evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
14
The slide uses a sidebar with callouts to summarize key arguments, which are then expanded in the main body text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
15
The slide uses a structured table format to present specific governance concerns.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
16
Includes a callout box explaining the breakeven operating cash flow requirement.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
17
The slide uses a Spruce Point Capital Management logo (the tree) as a visual anchor.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
18
The slide uses a standard two-column comparison format to frame qualitative risks as structural business threats.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
19
The slide uses four distinct charts to illustrate a consistent negative trend across key geographic markets for the subject company.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
20
The slide uses a testimonial/expert interview format to validate the activist thesis.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
21
Uses a direct quote from the CEO to set up the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
Uses a red box callout to highlight the empty cells in the skills matrix for CEO Lino A. Saputo.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide uses a red flag icon and a red arrow callout to emphasize the contradiction between the company's stated progress and the low materiality ranking of ethics.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
Uses a red arrow to highlight the discrepancy between the public filing and the actual holding entity.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a red callout box to emphasize the lack of transparency in recent deals.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The slide uses a visual comparison of two document excerpts to highlight a reduction in financial transparency.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
The slide uses a comparison table to highlight missing disclosures and a screenshot of a competitor's revenue bridge as a benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses a red flag icon to signal a warning about reduced transparency.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide uses a red flag icon to signal a critical finding regarding organic growth.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a red flag icon to signal a warning/contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
31
Uses a 'red flag' callout to highlight deficient disclosures and a yellow callout to summarize the erosion findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
32
The slide uses a red flag icon to draw attention to the narrative text.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
33
The slide uses a red gradient arrow at the bottom to visually emphasize the 'increasing stress' trend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
34
The slide uses a red box to highlight the specific line item change in the financial tables.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
The slide uses a red callout box to emphasize the specific line item of concern and highlights the 18.7% CAGR for 'Other Selling Costs'.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
36
The slide uses a red flag icon to highlight the negative trend for Saputo.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
37
The slide uses a red flag icon to signal financial risk and a red arrow to emphasize the trend of increasing inventory strain.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
38
The slide uses a red flag icon and red-bordered boxes to emphasize negative financial signals.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
The slide uses a red callout box to highlight the company's own quote regarding leverage targets, contrasting it with the actual data showing consistent breaches.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
Includes a table of actuarial assumptions and a line chart comparing actual vs. survey inflation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
The slide uses a red flag icon to highlight the adjusted leverage calculation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a red flag icon and a red box to emphasize the risk of dividend coverage.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Includes a callout box with a red flag icon, a text block explaining methodology, a table of cash flow statements, and a table comparing cash from operations to EBITDA.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Saputo Inc. (TSX:SAP)Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses visual callouts to highlight specific text changes in corporate documents.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses a red flag icon to draw attention to the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide highlights that Saputo stopped disclosing certain metrics (Market share, Excess Capacity) while maintaining margin improvements.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Uses a 'red flag' icon to signal a warning or point of contention.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit