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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

126,961-127,020 of 319,975

filter-aware
01
Slide 1
The slide uses a magnifying glass visual to emphasize the '25% MANAGEMENT FEE' text on an insurance policy document.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
02
Erie Indemnity Company (ERIE)Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
03
Erie Indemnity Company (ERIE)Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
04
Includes Spruce Point Capital Management logo and standard disclaimer.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
05
This is a classic activist short report summary slide.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
06
The slide uses a red border to emphasize the 'Strong Sell' thesis. It combines historical context (2002 fee cut) with current ESG and financial performance data.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
07
The slide uses a 'short' thesis approach, arguing that the stock's performance is artificial and disconnected from underlying client risks.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
08
Spruce Point Capital Management research note slide.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
09
The slide uses a custom organizational diagram to explain the reciprocal insurer structure.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Evidence1 hit
10
Uses a simple decomposition diagram to show how a positive GAAP figure masks a larger statutory loss.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
11
The slide uses a contrast-pairs framework to highlight the disparity between the management entity and the insurer.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
12
The slide uses red dashed boxes to highlight key negative metrics in the table, which are then summarized in red callout boxes on the right.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
13
The slide highlights a specific period of fee reduction to contrast with the current practice of charging the maximum fee.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
14
Uses red boxes to highlight specific financial distress indicators (underwriting losses, surplus decline, capital adequacy).Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
15
Red dashed box highlights the period where management fee was below 25% and premiums-to-surplus ratio was high.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
16
The slide provides a comprehensive historical financial overview to support the claim of steady-state growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
17
The slide uses a red dashed box to highlight the period of interest (2022-1H24) and a corresponding red callout box to summarize the thesis.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
18
The slide uses a dual-axis chart to illustrate the inverse relationship between underwriting risk (Combined Ratio) and growth (DWP), suggesting a future period of reduced growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
19
The slide uses a 'Déjà Vu' framing to draw a parallel between current performance and a past historical period of financial stress.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
20
The slide uses red dashed boxes to highlight specific periods of surplus reduction and capital adequacy ratios exceeding 100%.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
21
Uses red boxes to highlight specific data points (2002/2003 stress and 2024 stress) and red arrows to link them to external news clippings.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
22
The slide uses a combination of qualitative commentary and quantitative financial data to expose the failure of sell-side analysts to anticipate management fee reductions.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
23
The slide uses a series of quotes to demonstrate the company's historical practice of adjusting fees based on financial performance and underwriting risk.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
24
Erie Indemnity Company (ERIE)Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
25
The slide uses a case study of Farmers Insurance to expose a potential governance or fee structure issue at ERIE.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
26
The slide uses a table from a 2020 proxy statement to highlight the committee's existence and subsequent removal, supported by a footnote indicating it had not met for years.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
27
The slide highlights a correlation between governance changes and ESG rating decline, positioning ERIE in the bottom 9% of its peer group.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
28
Erie Indemnity Company (ERIE)Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
29
The slide uses a table to compare financial metrics and highlights Erie Insurance's performance with specific callout boxes.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
30
The table compares P/E ratios for 2024E and 2025E across a peer group of P&C companies with >$14bn market cap.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
31
The slide uses a red-bordered callout box to highlight specific rows in the table (DWP growth and Management Fee) that are being adjusted downward by Spruce Point.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
32
Uses a red 'not equal' symbol to visually emphasize the discrepancy between the two data sources.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
33
The slide uses a candlestick chart to illustrate the negative market reaction to a specific corporate decision.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
34
Uses a candlestick-style chart to show quarterly P/E ratio volatility.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
35
The slide uses a valuation bridge approach to justify a 35-55% downside by applying peer-comparable P/E multiples to 2025E EPS.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
81
This slide serves as an appendix or reference list of web domains.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a callout to specifically identify Eric Olson as a GFI founder and competitor.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a clinical setting to frame the investment thesis as a 'medical' diagnosis of the company's claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
PROCEPT BioRobotics Corporation (PRCT)PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
PROCEPT BioRobotics Corporation (PRCT)PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparative table format to establish credibility by showcasing past successful short campaigns.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Standard Spruce Point Capital Management branding.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a strong, accusatory tone typical of activist short-seller reports.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a narrative structure to frame the market context and then pivot to a critique of a specific competitor's product.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a yellow background to highlight critical negative findings.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a narrative structure to build a case for 'channel stuffing' and 'low confidence' in the business.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
This slide serves as a continuation of the executive summary, focusing on financial skepticism and valuation disconnect.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
Uses a waterfall-bridge chart to expose the gap between company claims and reality.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
12
The slide uses a direct comparison between the company's 'FOR ALL PROSTATES' marketing claim and expert testimony to frame the company's growth narrative as fraudulent.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
13
Uses a causal chain framework to link financial metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
14
Uses a timeline-style visual to highlight the break in historical pattern.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
15
Includes Spruce Point Capital Management logo/branding element (pine tree).PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
16
The slide establishes the medical context for the activist thesis, specifically positioning Procept's product as a 'resective' procedure for serious cases.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
17
The slide uses a comparison framework to argue against the company's 'all prostates' vision.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
18
The slide uses a list format to compare medical procedures, with a specific callout for TWJA/Aquablation in red text.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
19
The slide uses a two-column comparison structure to categorize factors influencing BPH treatment decisions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
20
The slide uses a table format to present qualitative evidence from expert interviews to support the thesis that MISTs are driven by physician incentives rather than just clinical superiority.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
21
The slide uses a combination of a data table and narrative callouts to debunk a specific bear case regarding MIST durability.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses a table and two charts to contrast the market share and adoption curves of different BPH procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
Includes a line chart and a stacked bar chart with red callout arrows highlighting the trend.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit