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

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Slide collection

126,661-126,720 of 319,975

filter-aware
15
Uses red boxes and arrows to highlight specific changes in terminology and potential conflicts of interest.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
16
Uses a 'before-after' comparison of press release headlines to imply corporate obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
17
Uses a contrast-pairs framework to show the discrepancy between the original and new press release quotes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
18
The slide uses a call-and-response format to validate market dominance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
19
Uses a side-by-side comparison of pie charts to visually demonstrate lack of change over a 4-year period.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
20
The slide uses a table to contrast management's frequent use of the term 'backlog' with the activist's claim that it is an unstable and undefined metric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
21
The slide uses a combination of management quotes and a line chart to suggest potential earnings overstatement through under-reserving for bad debts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
22
The slide uses a table-like structure to categorize qualitative feedback from former executives into three distinct business headwinds.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
23
Uses expert testimony to validate the thesis of smartphone-driven disruption.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
24
The slide uses a table format to present a Q&A transcript from a Tegus interview.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
25
The slide uses a yellow highlight on the executive's response to emphasize the core argument regarding the shift from new customer growth to replacement cycles.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
26
The slide uses a yellow highlight to emphasize key points in the expert's response regarding Zebra's historical advantage and current market saturation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
27
Uses color-coded highlights within text blocks to draw attention to specific data points.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
28
Uses Wayback Machine screenshots to highlight a discrepancy between reported stability and observed partner network shrinkage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
29
The slide uses a combination of quantitative compensation data and qualitative sentiment analysis to argue that Zebra's cost-cutting on labor is a competitive disadvantage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
30
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
31
The slide uses a timeline to frame Zebra's narrative of evolution into a 'solutions provider', with a red circle highlighting a specific product milestone.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
32
Uses a 'before-after' style comparison of corporate disclosures and analyst Q&A to suggest management is downplaying RFID performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
33
Uses color-coded highlights to emphasize specific claims by management.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
34
Uses a red callout box to highlight the specific point of contention in Zebra's marketing material.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
35
Uses a screenshot of a Google search result as primary evidence of competitive threat.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
36
Includes a direct quote from Impinj's Analyst Day 2023 and a comparison table of product offerings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
37
Uses red lines to visually connect names in the Zebra 10-K text to the Impinj partner logo grid.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
38
Uses a side-by-side comparison to contrast concrete performance data with management rhetoric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
39
Uses direct quotes from earnings calls and 10-Q filings to contrast management's narrative with financial results.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
40
Uses a 'CEO Quote Contradiction' framework to highlight a discrepancy between management claims and external evidence.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
41
Zebra Technologies Corp. (ZBRA)Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
42
Uses a 'CEO quote contradiction' framework to highlight the gap between corporate messaging and operational reality.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
43
Uses a screenshot of Zebra Technologies' venture capital website as evidence of the 'villain' behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
44
Uses red boxes to highlight specific periods of accounting change and recent impairment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
45
Uses red annotations to highlight the shift in accounting language.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
46
The slide uses a grid of sparkline-style area charts to demonstrate negative growth trends across multiple portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
47
The slide uses news headlines and employee growth charts to support the narrative of struggling portfolio companies.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
48
The slide highlights positive employment growth metrics for a subset of the portfolio.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
49
Spruce Point Capital Management branding (pine tree logo).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
50
The slide uses a table to contrast acquisition costs, goals, and intangible asset amortization periods to support a thesis of speculative M&A.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
51
The slide uses a 'ceo-quote-contradiction' framework to undermine the company's reported cash flow metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
52
The slide highlights the discrepancy between reported leverage and Spruce Point's adjusted leverage metrics.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
53
The slide uses a table to demonstrate financial inefficiency in M&A activity.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
54
Uses a 'CEO quote contradiction' framework to highlight the gap between management's growth narrative and market reality.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
55
Uses red arrows to highlight the change in navigation hierarchy.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
56
Uses a screenshot of a website as evidence of a contradiction in the company's marketing/positioning.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
57
The slide uses a table to demonstrate executive turnover post-acquisition, a common tactic in activist investor decks to suggest management instability or loss of institutional knowledge.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
58
The slide uses a table to track the departure of key personnel to suggest instability or poor integration post-acquisition.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
59
Uses Wayback Machine screenshots to highlight stagnant customer count claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
60
Uses a red box and arrow to highlight the contradiction between the narrative and the accounting treatment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
61
The slide highlights high executive turnover as a negative indicator of post-merger integration success.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
62
Uses a red arrow to link a specific line item in the financial table to the Spruce Point observations.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
63
The slide uses a table to document executive departures and a narrative paragraph to connect a specific executive to a struggling client (Estee Lauder).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
64
The slide uses a table to demonstrate a 'brain drain' of Fetch executives following the acquisition.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
65
Uses red arrows to visually connect data points from the left table to the right table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
66
The slide uses color-coded highlights (green for positive, yellow for neutral/vague, red for negative) to track the evolution of management sentiment.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
67
Uses Wayback Machine evidence to prove product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
68
Uses red 'X' overlays to visually communicate product discontinuation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
69
Uses red boxes and arrows to annotate changes between two side-by-side slide screenshots.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
70
Uses a table format to contrast analyst questions with vague CEO responses.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
71
The slide uses a red box to draw attention to Zebra Technologies within a table of holdings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
72
Uses a quote-contradiction framework to highlight the gap between management's optimistic tone and the actual financial data.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
73
Uses a side-by-side comparison of a press release snippet and a conference quote to suggest obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
74
Uses direct quotes from CEO Burns at two different conferences to expose the contradiction.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit