slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
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
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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
127,681-127,740 of 319,975
71
Uses a collection of news clippings to build a case for Apple's medical market entry.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
72
Uses a Reuters news clipping as an authority citation to support the activist thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
73
Uses a 'before-after' style contradiction to highlight management's lack of transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
74
Spruce Point Capital Management branding (pine tree logo).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
75
Includes a valuation bridge/comparison table and a specific callout regarding Q2 2025 earnings.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
The slide uses a red-and-white table format to highlight negative catalysts for the company.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
77
Uses a calculation bridge to isolate core revenue growth by stripping out PCP contributions.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
The slide uses red highlighting in the table to draw attention to unfavorable trends in 2023 and 2024.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
79
Uses a combination of regulatory precedent (HHS) and employee testimony (Glassdoor) to build a case for potential fraud.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
80
Uses a combination of direct quotes from company filings/calls and a causal logic flow to build the bear case.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
Uses a 'villain critique' style to contrast management claims with actual performance data.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
82
Uses a table to contrast historical management claims with subsequent outcomes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
83
The slide highlights that despite 10x revenue growth, iRhythm's margins have barely improved, contrasting this with BioTelemetry's superior profitability at similar scales.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
84
Uses a 'not equal' symbol to visually represent the contradiction between CEO statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
85
Uses red 'X' and flag icons to signify negative disclosure trends.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
86
iRhythm Technologies, Inc. (IRTC)iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
87
Uses a red-and-white table structure to highlight specific instances of alleged corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
88
Uses a combination of CEO quote and legal document excerpt to highlight a contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
89
Uses a 'Pitch vs Reality' framework to undermine management credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
90
Uses red underlining to highlight specific regulatory violations in the source text.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
91
The slide uses a red-background table to visually emphasize the 'troubling' nature of the associations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
92
Uses visual markers (red X and ?) to annotate corporate policy text as evidence of failure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
93
Uses a comparison table to show the reduction in frequency of negative keywords (criminal, fraud, etc.) between two versions of a corporate document.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
94
Uses a timeline-style table for management turnover and a list with red 'X' marks to indicate board departures.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
95
The slide uses red text to emphasize critical phrases within the quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
96
The slide uses a table of individual insider holdings and a stock chart to visualize the 'opportunistic' selling behavior.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
97
Spruce Point Capital Management branding (pine tree logo).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
98
Includes footnotes regarding share counts, cash, and debt adjustments.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide highlights a disconnect between the stock's recent price performance and the underlying analyst consensus.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The slide argues that iRhythm's technology is commoditized and less rigorous than peers, justifying a lower valuation multiple.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a 'services business' argument to justify a lower revenue multiple (2x-4x) compared to medical device peers.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
The slide uses a satirical image of a person looking over a landscape with a speech bubble questioning the presence of uranium, implying the company's claims are unproven.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
Uranium Energy Corp (UEC)Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by citing past performance.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Uranium Energy Corp (UEC)Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Uranium Energy Corp (UEC)Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
06
The slide uses a numbered list format with red flag icons to denote critical risks.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses a strong narrative framing ('disconnected from reality') to set up a short thesis.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Uses screenshots of CNBC interviews to contrast macro-rhetoric with lack of operational detail.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a side-by-side comparison of biography excerpts from 2009 vs today to highlight a shift in narrative or focus.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses red underlines and callouts to highlight connections between documents and individuals.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses screenshots of SEC/DOJ documents to establish a link between the company and a convicted fraudster.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses red boxes to highlight incriminating text in SEC documents.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses red underlining to highlight key evidence of the contradiction.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses screenshots of legal documents as evidence of regulatory actions.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Includes a screenshot of a UEC website from 2006 and a block quote detailing legal allegations against Horton.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Includes a screenshot of the UEC website from 2006 and a callout box highlighting the fraud risk.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses a visual mapping technique to connect specific individuals listed in a table to an SEC litigation case.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
This is a section divider or thesis slide used by Spruce Point Capital Management.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses SEC S-K 1300 disclosure requirements to frame the company's lack of reserves as a risk/contradiction.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses visual evidence (screenshots) to undermine corporate narrative.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table of enforcement orders linked to specific red-box callouts highlighting the severity of the violations.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a combination of narrative text and a bar chart to cast doubt on the value of the acquired asset.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses red underlines and boxes to highlight specific data points in tables.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The chart highlights a stark contrast between historical low capex and projected high capex.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a dual-chart layout to show the inverse relationship between share count/CEO pay and insider ownership.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Spruce Point Capital Management branding (pine tree logo).Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses a side-by-side comparison of website screenshots to prove the omission.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
Uses red boxes and arrows to draw attention to specific directors and their backgrounds.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit