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slides · global inventory

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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

126,301-126,360 of 319,975

filter-aware
54
The slide highlights a specific accounting error where intercompany loan cash flows were misclassified, requiring a restatement in the 2022 report for the 2021 comparative figures.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a red line to visually connect the reported 1.5x ratio to the adjusted 2.3x ratio.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
WSP Global Inc. (WSP)WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a table to link specific audit committee members to their past roles and associated governance/financial concerns.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a red box to highlight the former CEO's disproportionate ownership compared to other directors.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
59
The slide uses a red box to highlight the specific clause that was removed.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
Uses red boxes and arrows to connect table data to specific critical questions/contradictions.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Uses red callout boxes to highlight specific metric definition changes that favor management.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the tree).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses a table of analyst ratings and a pie chart to highlight the consensus 'Buy' sentiment, which the author intends to challenge.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a table to document specific share transactions, highlighting a large divestment in November 2023.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Uses a direct 'claim vs. challenge' layout with red callout boxes to highlight discrepancies.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The table highlights WSP's premium valuation multiples (EV/Sales and EV/EBITDA) relative to peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
67
The slide uses a bar chart comparison to show WSP (in red) trading at a premium to the peer group average (orange line).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The table calculates equity value and share price across four scenarios (Low/Street for both Sales and EBITDA multiples).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The imagery uses a metaphor of a boot (Boot Barn) infested with pests (cockroaches and rats) to imply a 'strong sell' opinion.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling reports.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
06
The slide uses a high-contrast red callout box to highlight the core investment thesis.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
07
The slide uses a 'guilt by association' framing to undermine the credibility of the current leadership team.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
08
The slide uses a strong 'villain' narrative, framing the company's strategy as illogical and deceptive.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
09
The slide uses a three-part structure to present evidence of management failure and potential financial manipulation.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
10
The slide uses a three-part structure to debunk specific growth narratives associated with the company.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
11
The slide uses a sidebar-body layout common in activist investor presentations to highlight key risks.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
12
Uses a red flag icon and 'X' symbol to denote negative findings.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
13
The slide uses a logo-grid to visually associate the target company's management with failed retail entities.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
14
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
15
Uses red underlines and arrows to draw attention to the specific text change.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses a 'villain' narrative framing by linking the CEO to a pattern of failed/fraudulent companies.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Uses red boxes and arrows to highlight specific text in SEC filings and news articles to build a case against the CEO's credibility.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses screenshots of official SEC correspondence to establish a timeline of regulatory scrutiny coinciding with executive departure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses a red arrow to connect the CFO's bio to the specific restatement text.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses red boxes and arrows to draw attention to specific biographical details and their correlation with negative corporate events.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
This slide serves as a section divider or thesis statement for the activist presentation.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
22
Uses a comparison of store formats and design to critique management's expansion strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
23
Uses a CEO quote to set up a contradiction with the competitive landscape table.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
24
Uses a combination of transcript excerpts and a visual chart to expose the company's shifting narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
25
Uses red callout boxes to highlight contradictions in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
26
The slide uses a logo grid to illustrate the breadth of competitors entering the western wear space.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
27
Uses a visual 'not equal' sign to emphasize the contradiction between marketing channels.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
28
Uses a screenshot of a YouTube video as a testimonial/customer voice.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
29
Includes a red 'X' over a historical chart to emphasize the removal of data disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
30
Uses a red 'X' overlay on a screenshot of a financial document to emphasize the removal of disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
31
The slide uses a yellow callout box to emphasize the lack of disclosure and a table to present the WARN notice evidence.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
Uses a historical financial table from Boot Barn's IPO prospectus to contrast with Tecovas's current growth trajectory.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The table uses color-coding (green/orange) to distinguish rows, though the logic is not explicitly defined in a legend.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
The slide uses a table to highlight negative year-over-year traffic trends for BOOT, supported by a callout box explaining the methodology.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a red dashed box to highlight the cessation of growth reporting and the decline in BOOT's SSS.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a 'logo-grid' style layout of screenshots to demonstrate a pattern across competitors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses CEO quotes to demonstrate a shift in narrative regarding vendor relationships.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses a grid of competitor shipping policies to debunk the thesis that the company has a competitive moat in e-commerce.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Uses a before-after framing to highlight a contradiction in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a line chart comparing DIO across four companies and six photos of store interiors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
Uses a 'CEO quote vs. Data' structure to highlight inventory mismatch.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
42
The slide uses a combination of a stacked bar chart and a summary table to highlight operational decline and strategic risk.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Analyze DataLoop · So What Cascade1 hit
43
Highlights the addition of 'estimating future sales price' and the pluralization of 'adjustments' in the FY 2023 10-K.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
44
Uses a before-and-after comparison to highlight a change in reporting methodology.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
45
Uses red boxes and arrows to highlight the contradiction between management's stated 'full-price' philosophy and actual '50% off' sales.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit