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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
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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

125,821-125,880 of 319,975

filter-aware
05
Features the Spruce Point Capital Management logo (pine tree).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
06
Uses a comparison frame to link a general market theory to a specific target company's recent history.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
This is the primary thesis slide for the deck, summarizing the key pillars of the short argument: regulatory issues, accounting skepticism, M&A headwinds, and valuation concerns.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
Uses a 'Promoter vs. Reality' framework to expose market blind spots.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
Uses a classic 'Promoter vs. Reality' framework common in activist short reports.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a 'Featured' podcast episode as a proxy for negative industry sentiment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
11
Uses a contrast-pairs framework to highlight the gap between corporate claims and activist findings.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
12
This is a classic activist 'thesis' slide, often used as a section divider or opening statement.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
14
The slide uses red boxes to highlight the consistent placement of Terminix as 'Best Overall' across multiple third-party review sites.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
15
Includes a line chart showing monthly visits over time with an annotation for the Terminix/Rentokil merger.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
16
The slide uses Similarweb data to highlight a discrepancy in marketing investment strategy between the two brands.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
17
The slide uses a before/after comparison of search results to illustrate the difference between a generic category search and a brand-specific search.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
18
Uses screenshots of Facebook ads as evidence of competitive discounting behavior.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
The chart is a direct export from Similarweb.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
20
Uses screenshots of past investor materials to contrast with current lack of leadership.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
21
The slide uses color-coded highlights (red/green) within the table cells to emphasize specific phrases in the transcripts.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
22
Uses red highlights and annotations to point out the contradiction between management's initial confidence and later admission of pushback.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
23
Uses direct quotes from CFO Ingall-Tombs to demonstrate performance divergence.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
24
The slide highlights the competitive landscape of door-to-door sales models, framing them as a threat to the incumbent Rollins.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
25
Uses a bottom-up buildup approach to estimate total industry reach.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
26
The slide uses a Q&A format to present expert testimony on industry dynamics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
27
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
28
Includes screenshots of competitor website and bio of their M&A lead.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
29
The slide uses screenshots of company websites to demonstrate the bundling strategy.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
30
The slide uses a red box to highlight the 'Pest Management' service offering as a point of interest.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
31
Uses direct quotes from company 10-K filings to frame a narrative of corporate contradiction.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
32
The slide uses a quote from a 10-K to point out a discrepancy or strategic shift in how the company frames its competitive landscape.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
33
Spruce Point Capital Management activist deck slide.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
34
Uses screenshots of competitor software (Cedar, GorillaDesk, FieldRoutes) to demonstrate market commoditization.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
35
The slide uses a combination of financial data and qualitative evidence (Glassdoor reviews) to support the thesis of underinvestment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
36
Uses legal case excerpts and conference transcripts to build a narrative of poor governance.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
37
Uses a yellow arrow to highlight the contradiction between peer tech investment and Rollins' financial-only modernization focus.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
38
Uses a contrast-pairs framework to highlight discrepancies between market consensus and activist thesis.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
39
The slide uses a direct comparison framework to undermine the bull case for Rollins.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
40
Uses red highlighting to emphasize negative disclosures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
41
Uses a table-like structure to contrast company disclosures with analyst questioning and management response.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a Q&A format to highlight a potential operational risk identified by a former insider.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
43
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
Spruce Point Capital Management branding (pine tree logo).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
45
The slide argues that increasing competition from private equity will make future M&A more difficult and expensive for Rollins.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
46
The slide highlights the high level of private equity interest in the pest control sector.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
47
The slide uses a quote-heavy format to validate the activist's thesis regarding private equity competition.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
48
The slide uses screenshots of competitor websites to illustrate their M&A messaging.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
The slide uses a Q&A format to highlight expert testimony on PE overpaying and market dynamics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
50
The slide uses a Q&A format to present expert testimony.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
51
The slide uses a table format to present a Q&A dialogue between Spruce Point and a former executive.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
52
The slide uses a direct quote from a 10-K filing to support the activist's claim.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
53
The slide uses a spruce tree icon, which is the logo/branding for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
54
Includes screenshots of social media posts and industry expert quotes to build a case against the D2D business model.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
55
The slide uses red circles to highlight specific negative phrases in the customer testimonials.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
56
The slide highlights a discrepancy between historical growth and projected 2023 performance, specifically pointing to headcount inflation.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
57
The table performs a 'bridge' analysis to strip out the impact of the Fox acquisition from Rollins' reported gross margin.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
58
The slide uses a table to highlight the decline in non-Fox acquired revenue and earn-out payments.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
59
Uses a table format to juxtapose management quotes against critical questions and SEC filings.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
60
Uses a table format to juxtapose historical quotes against current operational realities to highlight management inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Quick Win Big Bet1 hit
61
The slide uses a tree logo, likely representing Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
62
The slide uses a red callout box to highlight the lack of clawback enforcement, contrasting it with the company's stated policy.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
63
The slide highlights specific line items in a financial reconciliation table that the activist firm believes are inappropriate adjustments.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
64
Uses red arrows to visually connect the false claim in the biography to the expired license record.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit