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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

125,881-125,940 of 319,975

filter-aware
65
Uses a red line to connect the biography text to the signature block confirming the CAO title.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
66
The slide uses a table to contrast historical customer growth with the lack of churn reporting, juxtaposed against recent management quotes acknowledging churn as a focus area.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
67
Uses a 'before-after' comparison of disclosure practices to argue for lack of transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
68
The slide uses a table to contrast historical disclosure levels against the activist's standard for transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
69
Uses a 'Less Disclosure' callout to highlight the reduction in reporting granularity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
70
The slide uses red callouts to highlight specific contradictions between verbal claims and visual data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet1 hit
71
Uses direct quotes from earnings calls to highlight management inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
72
Uses a 'gotcha' style layout with red boxes highlighting contradictory statements.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
73
The slide uses a quote from a 2019 earnings call to frame the contradiction against the revenue data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
74
This slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
75
The slide uses a table format to present citations and summaries of research papers.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
76
The slide uses two tables to categorize institutional backing and recent private funding rounds for SIT-focused startups.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
Uses a 'before-after' style comparison of 2013 vs 2023 claims to highlight inconsistency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
Uses a quote from a company executive to expose a potential inconsistency in business performance metrics.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
Uses a table to juxtapose corporate PR against scientific data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a tree logo, likely a branding element for Spruce Point Capital Management.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses SEC filing data and a press release to contrast insider selling with company buybacks.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a screenshot of a 10-Q filing to provide evidence of executive stock selling plans.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a table to contrast historical capacity ($175M) with current capacity ($1B) and highlights the net borrowing activity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a table of analyst ratings and a pie chart of rating distribution to frame the market consensus as overly optimistic.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
Includes a summary row calculating the average of the four transactions.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
Uses highlighted text to draw attention to key market size and growth figures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The table highlights that Rollins trades at a premium multiple compared to the peer group average.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
Spruce Point Capital Management activist deck slide. Uses red bars to highlight the subject company (Rollins) as an outlier compared to peers (blue bars).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
Includes a specific callout regarding Rollins family stock sales and share repurchases.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a metaphorical image of a driver looking in the rearview mirror at a clown, implying the company's management or promotion is a joke or dangerous.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses a table to contrast initial concerns with subsequent negative outcomes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Uses a grid of screenshots to visually demonstrate the 'ubiquitous promoter' thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
Uses CNBC interview screenshots as evidence of promotional activity.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is the opening slide of an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller thesis slide focusing on business model quality and accounting aggressive-ness.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide is structured as a list of three main thematic sections: margin concerns, supply chain/geopolitical risk, and growth/market penetration skepticism.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a list-based argument structure to challenge the company's market position and growth efficiency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
This is a summary slide from an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a 'Really?' transition to contrast the company's marketing claim with the activist's critique.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a bar chart to compare inventory levels of Samsara (IOT) against other SaaS peers to highlight the outlier status.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a table-based comparison to argue that Samsara's hardware is not unique or high-margin.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses FOIA requests to expose that hardware is a significant cost component, contradicting a pure SaaS valuation narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a comparison table to contrast company claims with activist findings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses red boxes to highlight the specific ratios and growth figures that contradict management's narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to contrast 'Vehicle Telematics' and 'Vehicle Safety' against 'Site Visibility' to highlight the discrepancy in hardware reliance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a combination of qualitative customer testimonials and a quantitative table to build a case for operational failure.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain' framing (Samsara) vs 'hero' peers (Axon, MiX) to expose a lack of transparency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Spruce Point Capital Management activist deck cover/thesis slide.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
24
Uses a waterfall-style trend line to imply 'progress' while labeling it a mirage.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
25
The slide uses a contrast-based argument to highlight Samsara's reliance on SBC compared to profitable peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
26
The table highlights a lack of transparency in Samsara's financial reporting compared to industry peers.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Uses a 'before and after' comparison to frame the lack of disclosure as a deliberate obfuscation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
28
The slide uses a two-column comparison structure to critique two specific accounting practices.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
29
Includes a quote from a former director to support the thesis of margin manipulation.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The table compares 'Post Change' vs 'Pre Change' financials to demonstrate the impact of the accounting policy shift on EBITDA.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a comparison table format to contrast specific accounting issues with the firm's commentary/suspicions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Uses a comparison with Fleetmatics to highlight a potential accounting discrepancy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide uses a 'Spruce Point Adjusted EBITDA' framework to recalculate margins.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a 'guilt by association' narrative structure to question the integrity of the subject company's accounting leadership.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses direct quotes from earnings calls to expose management's attempt to exclude hardware costs from performance metrics.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit