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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

127,141-127,200 of 319,975

filter-aware
44
The slide uses a 'suspicious' framing to imply financial manipulation or misrepresentation of employee counts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
45
The slide uses a callout box to frame the narrative against the company's own presentation of backlog growth.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
46
Uses a red-box callout strategy to highlight discrepancies between marketing materials and financial statements.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
47
Uses a red arrow to highlight the margin discrepancy between the two presentations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
48
Includes a quote from an industry expert and screenshots of MSHA inspection records.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
49
The slide uses screenshots of official legal documents to substantiate the claim of regulatory issues.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
50
The slide uses a screenshot of a government database and a corresponding table to substantiate the claim of active regulatory violations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide highlights LSP's lack of competitiveness in recent Texas DOT projects, specifically calling out Texas Materials Group and Knife River Corp.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
Uses a red arrow to visually connect the table data to the financial statement disclosure to highlight the discrepancy.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
The slide uses screenshots of official government procurement documents to substantiate the claim.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a 'guilt by association' framework to undermine the credibility of the target company's financial reporting.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a combination of press release excerpts and map-based evidence to cast doubt on the acquisition's quality.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses red boxes to highlight Overland's higher bids compared to Cummins in four specific project examples.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses screenshots of official bid reports to substantiate the claim of weak positioning.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
59
The slide uses a red arrow to visually connect the 'Inaccurate Financial Data' box to the 'Spruce Point's Pro Forma Adjusted Capital Structure' table, emphasizing the correction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
60
The slide uses a table to list analyst ratings and a pie chart to visualize the 50/50 split between Buy and Neutral ratings.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
61
The slide uses a combination of a stock price/estimate chart and a data table to highlight the disconnect between market sentiment and operational reality.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
62
The table highlights that ROAD's valuation multiples (EV/EBITDA) are significantly higher than the peer group averages.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
The slide uses a combination of qualitative expert testimony and a detailed operational/financial comparison table to argue for ROAD's overvaluation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
66
The table highlights ROAD's missing data with '??' in a red-highlighted column.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
67
The chart shows a stock price trend with red icons (likely insider sales) and green icons (likely insider buys).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
69
The slide uses two distinct tables to categorize related-party compensation versus business payments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
70
The slide uses a 'valuation_table' to justify a short thesis, contrasting quantitative downside scenarios with qualitative 'Factors Why ROAD's Valuation Should Compress'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
The image uses a metaphorical visual (eagle, construction workers, rats) to imply a negative thesis about the company's operations or connections.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Dycom Industries, Inc. (DY)Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Dycom Industries, Inc. (DY)Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Standard Spruce Point Capital Management branding.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
05
The slide uses a two-column layout for the bottom section to detail specific pillars of the thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
06
The slide uses a sidebar-body layout to present four distinct pillars of the short thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
07
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
08
Spruce Point Capital Management branding (pine tree logo).Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
09
The slide uses a red flag icon to draw attention to a list of governance and accounting concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
10
The slide uses a table to frame customer consolidation as a risk factor for Dycom, countering the company's positive narrative.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide uses a 'before-after' framing of CEO quotes to expose a contradiction in management's ability to control DSO.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
Highlights the removal of transparency as a 'red flag'.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
The slide uses a table to contrast the growth in receivables against the stagnant/declining allowance for credit losses.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
The slide highlights a mathematical discrepancy in Q3 2023 where the sum of recognized revenues does not match the stated total.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
15
The slide uses a side-by-side comparison of disclosure language to suggest a shift in accounting presentation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
16
The slide uses a combination of growth charts and curated industry quotes to frame FWA as a competitive threat to traditional fiber infrastructure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
17
The slide uses a table format to contrast historical management commentary with current performance, effectively using the 'expose_contradiction' pattern.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a combination of narrative critique and a financial table to highlight discrepancies in the acquisition's value and asset composition.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
19
Uses a red box and arrow to highlight the omission of Charter from the FY 2023/2024 table.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
The slide highlights a change in management behavior regarding guidance revisions, framing it as a negative signal.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
21
Uses a table to highlight negative YoY growth and declining delivery ratios as evidence of management friction or project delays.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
The slide uses a dual-axis chart to show revenue (bars) and EBITDA margin (line) over time, paired with a list of accounting/operational concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
23
Uses a timeline-style table to demonstrate the degradation of management transparency.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
The slide uses a red box to highlight negative organic headcount growth figures, emphasizing the core activist thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
25
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The slide uses a three-column layout to contrast the legal issues of Frontier, their joint activities, and Dycom.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Uses screenshots of policy documents and a LinkedIn post to build a case for non-disclosure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The chart displays both absolute dollar values ($ in mm) and percentage of total revenue for each year.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide implies a close relationship or reliance on Frontier's narrative by Dycom, potentially to suggest a conflict of interest or lack of independent validation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses red boxes and arrows to highlight specific data points and call out inconsistencies in reporting.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a table to compare ratios across time and customers, specifically calling out 'Ceased Disclosure' for Frontier.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a table of earnings surprises and a line chart of revenue growth to suggest financial manipulation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Dycom Industries, Inc. (DY)Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit