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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

125,941-126,000 of 319,975

filter-aware
36
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
37
Uses a Reuters article and an FBI Private Industry Notification to build a case against Samsara's supply chain security.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
38
Uses visual evidence (teardown photos) to support a thesis of regulatory risk.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
Uses visual evidence (photos of circuit boards) and FCC/distributor data to link Samsara products to Quectel modules.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
The slide uses a bar chart of revenue over time to visually anchor the critique of the company's growth strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a red box to highlight the contradiction between the company's 'non-vehicle' claim and the reality of the underlying revenue source (refrigerated trailers).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses red 'X' icons to visually denote failure of specific product lines.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a red box annotation to highlight a specific chart and a red arrow to highlight the flat trend in the line chart.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a stacked bar chart to visualize the 'implied' revenue mix versus the company's reported figures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Uses expert network interview transcripts to challenge company disclosures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses Tegus interview transcripts as primary evidence to support the thesis of aggressive revenue recognition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
Spruce Point Capital Management branding with tree logo.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
The slide uses a list-based comparison to argue that Samsara faces significant, often overlooked competition.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a red box to highlight Samsara's 4th place ranking in the table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a combination of third-party study data and qualitative expert testimony to frame Samsara as technologically inferior.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses a side-by-side table comparison to expose a competitive weakness in Samsara's enterprise/government segment.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses a stark red callout box to emphasize the financial impact of the lost contract relative to Samsara's ARR growth.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses a 'Samsara Claim' vs 'USPS and Court Findings' structure to discredit the company's legal actions.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
Uses external news citations to undermine the company's market position.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Includes a quote from a former Omnitracs sales director to support the thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses expert interview quotes to support the thesis of market commoditization and aggressive pricing strategies.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
Uses expert testimony to frame a business model shift as a deceptive accounting practice.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Includes a quote from a Tegus interview to support the thesis of OEM disruption.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
Uses a 2x2 matrix to frame a logical trap for the company's business model.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
The slide uses a combination of legal text excerpt and a comparative table to argue that Samsara's growth prospects are constrained by labor union resistance to surveillance.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a table to demonstrate a negative trend in SaaS metrics, specifically calling out the 'Magic Number' and 'Bessemer CAC Ratio'.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a 'Why' rhetorical device to challenge management credibility.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide uses a two-part table structure: annual fiscal year data and quarterly breakdown to estimate churn.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
Uses red flag iconography to denote risk factors.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses red boxes to highlight specific data points (Q1'24/Q2'24 AR/Inventory changes and ratios) that support the thesis of low-quality earnings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses red text within the quote to emphasize specific phrases that support the activist's thesis of management lowering expectations.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses red boxes to highlight specific cells in the table that the author disputes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
Uses cricket imagery to imply silence/lack of response from Samsara.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses a 'villain' framing by highlighting the exclusion of direct competitors (Impinj, Alarm.com, Axon, Zebra, Garmin, Motorola) from the peer group.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
Uses direct quotes from proxy statements to expose management's justification for compensation changes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a table to list board memberships and quotes from the company's governance guidelines to expose a contradiction.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Includes a red question mark annotation over the missing names in the 2023 table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses red boxes and arrows to highlight missing data and inconsistencies in SEC filings.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
Spruce Point Capital Management branding (pine tree logo).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
The slide uses a screenshot of a fund fact sheet to contrast the fund's stated 'Unconstrained Approach' with the actual exclusion of a major industry player.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
Includes a screenshot of a CNBC interview with the CEO as a visual anchor for the 'hype' argument.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing a company document (left) with executive quotes (right).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
Uses red callout boxes to highlight contradictions in the company's stated strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a 'villain' narrative by framing insider selling as a signal of lack of confidence despite 'optically' good results.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a comparison table to argue that Samsara's core business is at risk of obsolescence due to superior ADAS technology.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a callout box to frame the thesis and red boxes to highlight negative business attributes of the peer groups.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a confrontational tone ('Kool-Aid', 'nonsense') typical of activist short reports.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a 'Spruce Point Price Target' table to justify a bearish thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a satirical illustration of the Grinch to frame the target company (E.L.F. Beauty) as a villainous entity.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
02
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
Standard Spruce Point Capital Management branding.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
The slide serves as the primary thesis statement for the short report, focusing entirely on the reputational risk associated with the company's marketing partners.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
05
The slide uses a 'villain' narrative by linking the company to controversial figures and past legal issues to justify a short position.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
Uses red arrows and underlines to draw attention to specific risk factors in the company's 10-K.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a correlation argument between marketing agency engagement and stock performance.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit