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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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

126,481-126,540 of 319,975

filter-aware
77
Includes a warning about the resignation of the Chief Accounting Officer shortly after a disclosure change.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
78
The slide highlights a discrepancy between revenue growth and accounts receivable growth, using a table to demonstrate the trend.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Uses a comparison table to highlight specific text changes in financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
80
The slide highlights a 'New High' for PWSC in Q4'23.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
The slide uses color-coded highlighting (green and red) to draw attention to specific text changes in the company's financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses red boxes to highlight specific line items in the reconciliation table and arrows to connect them to critical commentary.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Uses a direct quote from SEC correspondence to highlight a contradiction with actual financial performance.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses two tables from financial statements to highlight the discrepancy between cash outflows for software development and the add-backs in non-GAAP metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The slide uses a table to compare forecasted vs actual amortization and highlights the growing 'Thereafter' bucket as a percentage of total expenses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The slide highlights the removal of specific line items like 'Amortization of capitalized product development costs' in the 2023 statement compared to the 2021 statement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
87
The slide uses a comparison table to show how the company changed its reporting methodology, implying potential pressure from investors.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
88
The slide uses a table to highlight an accounting discrepancy where the subject company (PWSC) shows higher capitalization rates than the peer median.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
89
Includes a news snippet callout regarding Stride (LRN) to frame the risk of high capitalization.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
The slide argues that PowerSchool's capitalization practices inflate Adj. EBITDA and suggests a more conservative approach for comparability.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses direct quotes from 10-K filings to highlight the discrepancy between PowerSchool's accounting policy and its actual contract terms.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses a direct quote from the 10-K to support the argument that the liability functions as debt.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a list format to present legal precedents as evidence of structural governance risks.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
Includes a screenshot of a company slide showing a deleveraging chart, contrasted with a custom Spruce Point adjustment table.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
The slide uses a red box to emphasize the Net Debt/LTM EBITDA Adjusted column, specifically pointing out PowerSchool's 6.6x ratio compared to peers.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide uses a 'Spruce Point Adjusted' calculation to challenge the company's reported metrics.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a waterfall-style bridge table to highlight accounting adjustments that inflate EBITDA.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
Includes a screenshot of an SEC comment letter and a snippet of the company's balance sheet.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a red callout box to highlight the shift in methodology and the resulting contradiction in management's assessment of impairment triggers.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The slide uses a comparison frame to contrast 2022 and 2023 10-K disclosures, highlighting the shift to 'undiscounted cash flows'.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a peer group to establish a 'median impairment' benchmark and applies it to the target company (PWSC) to demonstrate financial risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
102
PowerSchool Holdings, Inc. (PWSC)PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
103
The slide uses a yellow callout box to highlight the core thesis of executive flight.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
104
Uses SEC filing excerpts to frame the narrative of a questionable leadership change.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
105
Uses a WSJ article snippet to establish a negative character reference for a key executive.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
Includes a red box highlight on the source text and a callout box summarizing the concern.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
107
The slide uses a callout box to frame the argument and includes excerpts from the company's proxy statement to contrast with the activist's claim.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
108
Includes a callout box highlighting concerns about reporting quality and a snippet from an employment agreement.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
109
Spruce Point Capital Management branding (pine tree logo).PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
110
The slide uses a 100% pie chart to visually emphasize the lack of diversity in analyst sentiment.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
111
Highlights the conflict of interest between insiders/sponsors and public shareholders.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
Includes a 'Spruce Point Adjusted' row for PWSC to highlight valuation discrepancies.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
Includes a detailed valuation bridge table and a list of bearish catalysts.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
114
PowerSchool Holdings, Inc. (PWSC)PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
115
The slide contains the verbatim legal text of the California SOPIPA statute.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
116
The table lists all 50 US states, with links provided for a subset of them.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
117
The slide uses a classic Up-C structure diagram to illustrate the dual-class share structure and the relationship between Topco LLC, Holdings LLC, and PowerSchool Holdings, Inc.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The image uses a metaphorical visual (a burning robot vacuum surrounded by vermin) to imply a 'dumpster fire' or failing business situation.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
Floor & Decor Holdings, Inc. (FND)Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a comparison table to validate the firm's methodology by showing past successful outcomes.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Floor & Decor Holdings, Inc. (FND)Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Floor & Decor Holdings, Inc. (FND)Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a yellow background for the main body and a red footer for a specific counter-argument regarding Berkshire Hathaway's position.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a two-section structure to attack both the company's business performance and the integrity of its leadership.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a narrative-heavy structure to draw parallels between FND and a historical bankruptcy case (Linens 'N Things) to undermine management credibility.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a 'myth vs. reality' structure to dismantle the bull case for FND.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a red flag icon to emphasize the negative nature of the changes listed.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a narrative-heavy format to build a case for short-selling based on governance, accounting, and valuation concerns.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a bar chart to compare FND's growth expectations against peers, highlighting a negative outlier (Tile Shop) and a high outlier (Floor & Decor).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide uses a 'Spruce Point Adjusted' methodology to re-calculate leverage ratios.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses the 'duck test' idiom to imply fraud or accounting irregularities.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Uses the 'contrast-pairs' framework to highlight the gap between Buffett's stated values and FND's operational reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide uses a visual 'red flag' icon and a large 'X' to emphasize the negative nature of each point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a rhetorical question to frame the upcoming argument.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a table-like structure to contrast FND's official statements with the reality of executive compensation and whistleblower testimony.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a contrast-based argument to frame the CEO's behavior as excessive.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit