anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
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.

all document kinds · all orientations
18 30 60

Slide collection

125,761-125,820 of 319,975

filter-aware
27
The slide uses a red box to highlight the Q1 2023 inventory metric and a callout box to emphasize it as an all-time annual high.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
Uses a table to contrast reported balance sheet cash with 'available' liquidity, highlighting a specific Q1 2023 discrepancy.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
The slide uses a direct quote from Xylem's 2022 Annual Report to frame the cash flow quality as suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
30
Xylem Inc. (XYL)Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
31
Uses a combination of official SEC documentation and a primary source interview to build a case against the acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
32
The slide uses red boxes and arrows to draw attention to the specific line items that changed between the 2020 and 2021 reports.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
33
The slide uses red boxes to highlight specific periods of performance and the Mar Cor earnout reversal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
34
The slide uses a comparison table to highlight accounting irregularities.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
35
Includes annotations like '??' and red boxes highlighting specific line items in financial tables.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
36
Uses a direct quote from an earnings transcript to highlight the contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
37
The slide uses a chronological comparison to highlight the reduction in disclosure quality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
38
The slide uses a 'before-after' style logic to contrast revenue vs margin performance, and includes a direct quote from the CFO to expose a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
39
The slide uses a red box to highlight the specific line item in the table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
40
Uses color-coded highlighting (yellow for added, red for omitted, green for replaced) to emphasize the changes.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
41
Highlights all-time highs in DIO and Raw Material/Finished Good Ratios for both companies.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
42
Xylem Inc. (XYL)Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
The slide uses a classic 'Perception vs. Reality' framework to highlight discrepancies in corporate messaging.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
Uses a table format to contrast background context with specific critical interview responses.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses a 'red arrow' visual to highlight the contradiction between the company's growth claims and the actual margin performance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
46
Uses a 'Quote on Operating Leverage' section to set up the contradiction, followed by a data table to prove the point.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
Uses a 'before-after' or 'contradiction' structure to highlight the gap between management narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a table to contrast historical performance with aggressive future margin targets, specifically highlighting the 17.4% to 19.5% jump.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses a 'pre-deal vs post-deal' comparison to expose the gap between market expectations and company guidance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
Uses a table-like structure to contrast specific quotes and documents against the CEO's narrative.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
Uses a 'This contradicts reality' callout box to highlight a specific column in the financial table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
52
Uses a 'before/after' style contrast between a marketing slide and a legal disclosure to highlight a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
Uses red callout box to highlight the specific contradiction in the COO's math.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
Includes a callout box detailing the $921M adjustment to cash and cash equivalents.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
Spruce Point Capital Management branding.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide lists 10 distinct points of contention, though the table rows only show 9 categories (some categories contain multiple points).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses red boxes and arrows to point out specific numerical inconsistencies between the SEC filing and the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses red boxes and arrows to highlight the missing line item in the SEC filing compared to the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Uses red boxes and arrows to highlight specific line items (Cash, Short-term borrowings, Long-term debt) that contradict the pro forma claims.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Uses two waterfall charts to decompose margin changes for Q1 and Q2 2023, annotated with red boxes to highlight negative performance indicators.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Highlights the contrast between detailed Q1 reporting and vague Q2 reporting post-acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses a red arrow to visually connect the calculated full-quarter estimate to the market estimate table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Uses red boxes to highlight specific financial figures and the 'No Guidance?' conclusion.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide uses red boxes and callouts to highlight specific line items in a financial table that the author deems questionable.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
Uses a combination of financial tables and quoted text to build a case for accounting discrepancies.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a red box to highlight the $60 million adjustment in the cash flow table, contrasting it with the $110 million investment claim.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide uses a red box callout to highlight the specific line item in the financial table that is being challenged.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the YTD 2023 figures in the table, emphasizing the increase in tax obligations.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses a red arrow to visually link the $432M figure in the table to the $322M disclosure at the bottom.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses red boxes to highlight the discrepancy between company-reported EPS and the analyst's adjusted EPS.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
Spruce Point Capital Management branding (tree logo).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
72
The slide uses a combination of narrative critique and empirical voting data to undermine the credibility of a specific board member.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses a combination of narrative text and a stock price chart with annotated events to build a case against the board member's track record.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
74
The slide uses two side-by-side tables representing different years (implied by the source 8-K 2021, 2020).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
75
The slide uses a red callout box to highlight the activist's critique and a yellow highlight in the quote to emphasize the specific accounting exclusions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
76
Uses a rhetorical question as a title to frame the CEO's actions as hypocritical or suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
77
The slide uses a tree logo, likely representing Spruce Point Capital Management.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
78
The table highlights the discrepancy in financial reporting regarding operating leases.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
79
The slide uses a direct 'Broker Hype' vs 'Spruce Point Reality' comparison to undermine analyst credibility.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to show price target changes and a pie chart to show analyst sentiment distribution.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
The table highlights that Xylem trades at a premium despite having lower margins and higher leverage than many peers.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
82
The slide uses a classic activist short-thesis structure: a bold thesis statement, a quantitative valuation bridge/table, and a list of supporting qualitative arguments.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a highly provocative, metaphorical image of a kitchen infested with pests to frame the target company (a pest control firm) negatively.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
02
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short calls.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
04
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit