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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

127,501-127,560 of 319,975

filter-aware
53
The slide uses a table to contrast reported SG&A line items against implied cloud storage costs, suggesting a potential accounting or operational inconsistency.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
54
The slide uses a combination of narrative text and a financial table to argue that the company is reducing its cloud storage usage.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
55
The slide highlights a potential accounting manipulation and governance issue regarding Scott Gottlieb's dual board roles.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
56
Tempus AI, Inc. (TEM)Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
57
The slide highlights a valuation anomaly (low EV/Sales multiple) for Ambry Genetics compared to peers like Exact Science, Veracyte, and GeneDx.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
58
The slide highlights a specific code (81479) as an outlier in a table of top 10 codes, using it to frame a narrative of potential fraud or aggressive billing practices.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
59
The slide uses a combination of bar charts and callout metrics to show the correlation between CPT code usage and financial performance.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
61
Uses a press release screenshot to highlight the company's own marketing language as the sole basis for their 'breakthrough' claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
62
The slide uses a yellow callout box to frame the study as a self-serving validation tool for the company's commercial strategy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
63
The slide uses a comparison framework to challenge the necessity of concurrent testing, arguing that reflex testing is more efficient.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
64
The slide uses a yellow callout box to frame the argument against the company's policy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
65
Uses a table to contrast pre- and post-2019 protocols and a quote to highlight the company's stated rationale.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
66
The slide uses a combination of a dual-axis combo chart (indexed data) and a detailed data table to bridge the gap between public disclosures and estimated actuals.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
67
Tempus AI, Inc. (TEM)Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
68
Uses a before-after framing to highlight a contradiction in the company's narrative regarding their product's nature.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
69
The slide uses a before-and-after comparison to suggest unethical business practices by the company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
70
This is a classic 'thesis headline' slide used by Spruce Point Capital Management to anchor the investment thesis.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next Steps1 hit
71
The table uses a 'Hype-AI' vs 'Diagnostics' segmentation to frame the peer group.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
73
Includes callouts to Bloomberg and Yahoo Finance data sources and critical commentary on specific line items.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
75
The table highlights that Tempus AI's valuation multiples (EV/Revenues, EV/Gross Profit) are generally higher than the averages of its medical diagnostic peers.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
76
The slide uses a sum-of-the-parts (SOTP) valuation approach to derive an equity value, then adjusts for debt, JV interests, and cash to arrive at a per-share price.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
01
Slide 1
The image uses a dramatic metaphor of a burning HVAC unit on a roof during a storm to illustrate the 'overheated' growth story.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
02
Limbach Holdings, Inc. (LMB)Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
03
Limbach Holdings, Inc. (LMB)Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
04
Limbach Holdings, Inc. (LMB)Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
05
The slide uses a comparative table structure to establish credibility by citing past successful short campaigns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
06
The slide uses a yellow background to highlight the core thesis text block.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
07
The slide uses a critical tone to highlight discrepancies between management's growth guidance and actual organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
08
The slide uses a critical tone to challenge management's narrative regarding organic growth and the recurring nature of their revenue.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
09
The slide uses a critical tone to argue against the company's recurring-revenue narrative and questions the quality of recent acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
10
The slide uses a red border to emphasize the critical nature of the content, which is typical for activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
11
The slide uses a red border to highlight the content, typical of activist short-seller research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
12
This is a research note from Spruce Point Capital Management, likely part of a short-thesis presentation.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
13
The slide uses a red border to highlight critical findings, typical of activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
14
The slide uses a 'guilt by association' narrative to undermine the credibility of the company's audit committee members.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
15
The slide uses a yellow background to highlight critical negative findings about specific individuals.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
16
The slide uses a yellow background for the main content area, typical of Spruce Point research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
17
The slide uses a short-seller research note style, citing external reports and expert commentary to build a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
18
This slide serves as a continuation of an executive summary, focusing on valuation and downside risk.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
19
The slide uses a visual metaphor of 'red flags' to list concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
20
The slide features the Spruce Point Capital Management logo (the tree).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
21
The slide uses red underlining to emphasize the connection between the board members and the fraudulent activity at Granite Construction.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
22
Uses a board committee matrix and a legal text excerpt to establish a pattern of governance failure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses SEC press release excerpts and proxy statement data to establish a pattern of poor governance oversight by a current director.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
24
The slide uses a combination of narrative text, a stock price chart, and a list of board members to build a case against the subject's professional history.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
25
Uses a red-line emphasis technique to highlight specific text in the source material.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses excerpts from a legal complaint to build a case against the CFO's past conduct.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide uses excerpts from legal filings to substantiate claims of corporate wrongdoing and executive liability.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
28
The slide uses a combination of narrative text, a market share table, and news clippings to establish the auditor's incompetence.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
29
The slide uses a red horizontal line to denote the median value for each metric.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide uses a combination of a bar chart for share count growth and a bar chart for insider trading activity to illustrate the misalignment between company dilution and insider behavior.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
31
Spruce Point Capital Management branding (tree logo).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
32
The slide highlights the transition from GCR (General Contractor Relationship) to ODR (Owner-Direct Relationships) segments.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
33
The slide uses a critical tone, questioning management's acquisition strategy and quality of earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide uses a bar chart and a supporting data table to highlight the divergence between ODR growth and GCR decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
35
Spruce Point Capital Management research note; highlights the discrepancy between reported growth and organic segment performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide uses a 'Spruce Point Capital Management' branding and provides a detailed breakdown of acquired vs. organic revenue across fiscal years and quarters.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit