anlak storytelling
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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

125,701-125,760 of 319,975

filter-aware
72
Uses red callout boxes to highlight the core thesis of the contradiction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
73
Uses a table to contrast historical quotes against a timeline to expose management inconsistency.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
74
Uses a screenshot of a HIMS SPAC presentation slide to highlight the discrepancy between past promises and current reality.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
75
Uses a 'gotcha' style comparison showing the 'hers' website still referencing male-specific medical conditions (erectile dysfunction) in its intake forms.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
76
The slide uses a table to contrast past aggressive expansion claims with recent conservative guidance, followed by a critique of the company's definition of 'category'.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
77
Uses red callout boxes to directly refute specific management quotes.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses red boxes to highlight specific markets (UK, Indonesia) that contradict HIMS' growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Uses a table to show stagnant wholesale revenue and a quote-based comparison to expose management's changing narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
80
Uses a side-by-side comparison of company claims vs. CEO statements to build a case for regulatory risk.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
81
Uses red underlining on source text to emphasize regulatory non-compliance risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
82
The slide uses red boxes and callouts to highlight specific misleading claims on the HIMS website.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
83
Uses regulatory citations (Section 503A/503B) to cast doubt on the company's operational compliance and scalability.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
84
The slide uses a table format to present qualitative evidence (expert testimony) to undermine the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
85
Spruce Point Capital Management branding (pine tree logo).Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses a 'quote-rebuttal' structure to undermine management's credibility regarding their key performance metrics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
88
Includes a CEO quote to highlight the early-stage churn problem.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
89
The slide uses a 'villain' framing by highlighting predatory subscription practices.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
90
The slide uses a table to highlight the discrepancy between management's narrative and the actual performance metrics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
91
Uses testimonial-style quotes to undermine management's narrative on marketing efficiency.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses a table to demonstrate that adjusted CAC is higher and less stable than reported figures suggest.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
93
The slide uses a table to highlight YoY growth discrepancies and a line chart to visualize the trend of acquisition costs vs revenue.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
94
Includes a table of financial metrics from Q1 2020 to Q1 2023 and a quote from the CEO.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
95
The slide uses a grid of six screenshots of previous charts, each marked with a large red 'X' to signify the cessation of reporting.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
96
The slide uses a combination of professional bio data and financial statement snippets to contrast the auditor's experience with the complexity of the target company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
97
Hims & Hers Health, Inc. (HIMS)Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
98
The slide uses a 2x3 grid layout to categorize governance failures.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
99
Uses a 'quote vs. reality' structure to undermine CEO credibility.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
100
Uses red 'X' overlays on headshots to visually communicate turnover.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
101
The slide highlights the divergence between management selling and share dilution.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
102
Spruce Point Capital Management branding (pine tree logo).Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
103
The slide highlights HIMS's high revenue growth and premium valuation compared to peers, suggesting a potential decline in growth due to market factors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
104
The slide uses the term 'Stock Promoter' to refer to sell-side analysts, framing them as biased.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
105
The slide uses a standard activist short-thesis structure: quantitative valuation downside paired with a list of qualitative 'red flags'.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The slide uses a metaphorical image of a leaking pipe to represent a 'leak' in the investment thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
02
Xylem Inc. (XYL)Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
Xylem Inc. (XYL)Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
05
Includes Spruce Point Capital Management logo (pine tree) and standard confidentiality footer.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a red border to emphasize the activist nature of the content. It combines narrative forensic analysis with specific executive interview findings.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
07
The slide uses a timeline-based table to build a narrative of corporate mismanagement and potential accounting risks.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a timeline-based table to build a narrative of corporate negligence or malfeasance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
09
The slide uses a 'Perception vs. Reality' framework to systematically dismantle the investment thesis of the Xylem-Evoqua deal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
10
The slide uses red boxes and callouts to point out specific numerical differences between the SEC filing and the company website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
11
The slide uses a list-based table format to systematically dismantle sell-side optimism.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
Uses a 'before-after' style narrative to link a hire to a previous 'villain' critique.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
13
The slide features the Spruce Point Capital Management logo (the pine tree).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
Uses a 'before-after' or 'promise-vs-reality' structure to highlight failure.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
Uses a red arrow to link the company's stated goal (50-75 bps) to the executive's critique of that goal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
Uses a side-by-side comparison of company claims vs. internal expert testimony.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Uses a 'CEO Quote Contradiction' framework to highlight the gap between corporate narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
Uses a 'Spruce Point Question' vs 'Former Xylem Executive Response' format to highlight operational dysfunction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses red boxes to highlight specific data points (negative gross additions and declining depreciation) to support the activist thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
The slide uses red text for negative growth values and highlights specific trends with red boxes.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide uses a red callout box to frame the data as evidence of failing digital ambitions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
Uses a visual comparison of executive titles to expose a potential lie or misstatement by the CEO.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
The slide uses a 'before-after' visual comparison of financial reporting transparency.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
24
The slide uses a Q&A format to highlight internal operational failures.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
Includes a red callout box highlighting the contradiction between management's claims of 'no excess inventory' and the rising DIO metrics.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
26
The slide uses a table to track qualitative (X) and quantitative (%) factors affecting gross margin over time, highlighting a specific period where costs outpaced pricing.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit