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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

127,201-127,260 of 319,975

filter-aware
34
Uses direct quotes from SEC filings to expose past material weaknesses in internal controls.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a 'villain' framing technique to discredit the executive.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses red highlighting to emphasize negative keywords in the quoted text.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the specific line item 'Audit-Related Fees' and its corresponding definition in the footnotes.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a comparison table to argue that Dycom's valuation is stretched due to its reliance on MSAs and high customer concentration.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses red bars to highlight Dycom (DY) and a red horizontal line to indicate the peer average.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, highlighting a significant downside percentage.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a visual metaphor of a person holding money and questioning the counterparty, reinforcing the 'mistrust' thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Remitly Global, Inc. (RELY)Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses alternating row colors to distinguish sections.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a table to establish credibility by citing historical performance of short-selling campaigns.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Standard Spruce Point Capital Management branding.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a dense paragraph structure to summarize multiple pillars of a short thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a red checkmark icon to denote each lever, with one row highlighted in red to emphasize a specific concern regarding TAM expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Spruce Point Capital Management branding (pine tree logo).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a screenshot of a CEO interview and the company's FAQ page to build the argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
Uses visual evidence to contradict the authenticity of company marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
Uses red boxes and arrows to highlight inconsistencies in marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Uses Wayback Machine screenshots to prove manipulation of public-facing review data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
The slide uses screenshots of review platforms (BBB, Pissed Consumer, Capterra, Product Review, CompareRemit) and Facebook comments to build a case of poor customer service.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a before-after comparison to highlight a new footnote disclosure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
This is a classic activist investor 'thesis' slide, often used as a section divider or opening statement.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
Uses red checkmarks as a visual motif to denote items being 'checked' or scrutinized by the activist.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Uses a before-after comparison to highlight a change in data sources and TAM figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
The slide uses red highlighting to emphasize negative sentiment and risk factors within the interview transcript.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
Uses a before-after comparison of regulatory filings to build a case for competitive risk.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
The slide uses external citations (CryptoSlate, VanEck, Sensor Tower, Chainalysis) to build a bearish case against traditional remittance players.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
Uses news clippings to validate the thesis that the industry is struggling.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
Uses red underlining and green highlighting to draw attention to specific text changes in SEC filings.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
Uses a combination of CEO quote analysis and competitor data to frame the company's strategic pivot as a weakness.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
Uses a 'From specific, to vague' callout to highlight the shift in language.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a red box to highlight the 2% growth figure in 2024 and a callout box to emphasize the stalling expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
Uses a timeline-style visual to show the reduction in disclosure detail over time.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Uses screenshots of Google search results to highlight that Remitly is not the top sponsored result in key markets.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Uses screenshots of mobile app stores to highlight competitive disadvantage in search advertising.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a 'before-after' comparison of diagrams to highlight inconsistency in corporate narrative.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a 'before/after' style comparison of a past chart vs current executive/employee commentary to expose a potential contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses a comparison table to contrast IPO-era disclosures with current reporting practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses the 'fraud-exposure' framework by highlighting a lack of transparency in key performance indicators.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a comparison table structure to juxtapose management quotes against industry data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a table format to contrast company claims with critical feedback.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a table to demonstrate declining unit economics for the target company.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The table uses color-coding (green/red) to indicate improvement or worsening of metrics over time.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses color-coding (green/red) to indicate improvement or worsening of YoY metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses color-coded highlighting (green for positive drivers, red for negative/offsetting factors) to emphasize the shift in disclosure quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Includes annotations highlighting 'Almost no growth' and 'Sharp Decline...'Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a combination of historical data visualization and a table of management quotes to highlight a discrepancy.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
The slide uses red highlighting to emphasize negative outlooks on industry profitability and green highlighting for a positive assessment of Remitly's quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a table to compare 2023 and 2024 financial metrics related to credit facility usage, with red callout boxes highlighting aggressive growth.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
Uses a comparison table to highlight the discrepancy between official risk disclosures and anecdotal evidence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a combination of a pull-quote from a former employee and excerpts from regulatory documents to build a case of negligence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a list of departures to imply internal issues or lack of confidence in the company.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a peer benchmark table to highlight a negative outlier in compensation.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to contrast company narrative with financial performance metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide uses highlighting to draw attention to specific phrases within the quoted risk factor text.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
49
Remitly Global, Inc. (RELY)Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses screenshots of a YouTube video and Wise's comparison website to illustrate competitive pressure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit