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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

125,281-125,340 of 319,975

filter-aware
109
Saputo Inc. (TSX:SAP)Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
110
Uses a 'derived' methodology to back-calculate Argentina performance from International segment data.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
The slide presents four distinct tables comparing financial data for La Serenisima, Grupo LaLa, Gloria Leche, and Fonterra's Chile business.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
The slide uses a bar chart to contrast a single company's performance against a peer group average.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
The slide uses a red-bordered callout box to summarize the thesis and a blue header for the supporting evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
The slide contrasts the stable Chilean economy with the distressed Argentine economy to frame the valuation benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
115
Spruce Point Capital Management branding (pine tree logo).Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
116
The slide uses a visual representation of the company's own strategic framework to set up a subsequent 'villain critique' or 'expose contradiction' section.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
117
Uses a comparison frame to contrast company claims with activist skepticism.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
118
The slide uses screenshots of e-commerce sites to highlight price premiums of branded products over private label alternatives.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
119
Uses a 'before-after' style comparison of promotional intensity to highlight business distress.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
120
Uses screenshots from Way back Machine and Nibbl Cheese as evidence.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
121
Uses a 'Saputo Claim' vs 'Spruce Point Challenge' comparison structure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
122
Uses excerpts from financial statements of Saputo Europe and Saputo Australia to expose lack of transparency and low R&D spend.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
123
The slide uses a quote from the company's annual report to contrast with the quantitative finding of low R&D investment.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
124
Uses a three-row comparison table to highlight the discrepancy between corporate messaging and internal reality.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
125
Uses a direct quote from a conference call to highlight the contradiction.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
126
Uses a 'CEO Quote vs Reality' structure to undermine management credibility.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
127
Uses social media screenshots and corporate descriptions to build a case of brand devaluation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
128
The slide uses a rhetorical question as a title to frame the product failure as a critique of the company's innovation claims.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
129
Uses a comparison frame to highlight the gap between corporate claims and operational reality.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
130
Uses a table to show the progression of budget overruns leading to a project pause.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
131
The slide uses a two-column layout to contrast the 'before' (capital efficiency) and 'after' (Adjusted EPS) states of compensation policy.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
132
This is a transition slide featuring the Spruce Point Capital Management logo (the tree).Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
133
The slide uses a red border to highlight the 2022 fiscal year and a red arrow to emphasize the trend of increasing costs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
134
The slide uses a comparison of two tables from different annual reports to show how the company changed its reporting methodology without clear disclosure.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
135
The slide uses a red flag icon to emphasize the risk and negative nature of the content.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
136
The slide uses red brackets to group violations by year, emphasizing the frequency of incidents.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
137
The slide uses a red flag icon to draw attention to the negative regulatory findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
138
The slide uses screenshots of EPA ECHO compliance history tables to provide evidence of environmental non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
139
The slide presents two tables tracking quarterly compliance status over 13 quarters for specific facility IDs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
140
The slide uses color-coded cells (blue for 'No Violation', yellow for 'Violation Identified') to visually flag non-compliance.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
141
The slide presents two distinct data tables tracking quarterly compliance status for specific facilities.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
142
Includes Spruce Point Capital Management logo (tree).Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
143
The slide highlights a specific discrepancy in debt reporting that impacts the calculated Enterprise Value.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
144
The slide uses a table to list analyst ratings and a pie chart to visualize the recommendation mix, emphasizing the lack of skepticism among major Canadian banks.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
145
The table includes a 'Spruce Point Adjusted' row for Saputo, highlighting the firm's bearish view on the company's valuation relative to peers.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
146
The slide uses a combination of a regulatory filing table and a stock price chart to imply opportunistic selling by an insider.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
147
The slide uses a sum-of-the-parts approach separating Argentina from the Rest of World.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The imagery of rats and insects in a storm drain is a metaphorical 'villain' critique, suggesting the company is 'dirty' or 'infested'.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
Essential Utilities, Inc. (WTRG)Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
03
Includes a screenshot of the individual's Twitter profile.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
04
Essential Utilities, Inc. (WTRG)Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
05
The slide uses a comparison table to establish credibility by highlighting past successful short-selling campaigns.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
06
The slide uses a screenshot of an external report to validate the firm's reputation.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
Essential Utilities, Inc. (WTRG)Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
The slide uses a high-contrast red-bordered box to highlight the core thesis, followed by a supporting narrative block.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a sidebar for key themes and a main body for detailed forensic evidence.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a sidebar-style layout to categorize the list of issues.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
11
The slide uses a sidebar-body layout to present five distinct pillars of the activist thesis.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a side-bar layout to categorize specific accounting and reporting concerns.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
13
This is a classic activist short thesis slide, framing the company as a 'villain' through a comprehensive list of failures.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
The slide uses a diagnostic framework to justify a short thesis by mapping general red flags to specific company evidence.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The chart compares WTRG stock price against its own debt and a corporate bond index to illustrate the 'disconnect'.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
16
Uses a 'before-after' or 'contradiction' table structure to highlight the gap between management rhetoric and operational reality.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
17
Essential Utilities, Inc. (WTRG)Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
18
Uses a timeline-like structure to show corporate evolution alongside a testimonial to suggest the acquisition was a 'solution' to underlying financial problems.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a 'History of Failures' framing to undermine management's growth strategy.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
20
The slide uses a grid of red-header callouts to frame the company as a 'villain' in the eyes of the public.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
21
Uses arrows to connect specific negative testimonials to the overall poor rating metrics.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit