anlak storytelling
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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

dynamicclickable
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

127,861-127,920 of 319,975

filter-aware
01
Slide 1
The slide uses a visual metaphor of a factory floor to frame the core investment thesis: technical success vs. commercial viability.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
IperionX Ltd. (IPX)IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
03
IperionX Ltd. (IPX)IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
04
Features the Spruce Point Capital Management logo (pine tree).IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
05
The slide uses visual evidence (photos) to cast doubt on the operational status of the company's headquarters.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a red-bordered box for the main thesis and two numbered callouts for specific supporting arguments.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a two-part structure with numbered callouts (3 and 4) to highlight specific areas of concern.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses numbered red flags (5 and 6) to denote specific points of contention.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a 'red flag' icon to emphasize the nature of the discrepancies.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Includes a red flag icon (8) next to the CEO share pledge section.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses a 'before-after' style comparison across three time periods to expose a lack of progress.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide uses red highlighting to emphasize critical phrases within the expert quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a 'spot the error' visual format to undermine management credibility.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses a screenshot from a video with a red arrow pointing to the error.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a combination of primary source documents (FOIA response), company disclosures (20-F), and a summary table to highlight the contradiction.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
The slide uses a side-by-side comparison of an email from a government official and the official tax form instructions to highlight a compliance failure.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
IperionX Ltd. (IPX)IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
19
The slide uses a timeline to frame the company's long evaluation period as a reason to be skeptical of their 'discovery' narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses a 'before-after' style framing to contrast the company's claims with the reality of their low social media engagement.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
21
Uses a 'before-after' style comparison of disclosure text to expose a potential omission or change in narrative by the company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
22
Uses Wayback Machine evidence to establish a timeline discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
23
The slide uses a table of research funding to contrast with a photo of a university facility opening to expose a lack of disclosure in securities filings.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
24
Uses a photo of a facility entrance with a red box highlighting signage that lists multiple companies at the same address.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
25
The slide uses a 'precedent_table' to establish a pattern of failure in the industry, serving as a preemptive rebuttal to claims that new technologies can easily disrupt the Kroll process.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
26
The slide uses a dual-axis chart to compare energy consumption (kWh/kg) and current efficiency (%) across various titanium production processes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
27
Uses red boxes to highlight the specific conflicting data points in a side-by-side comparison.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
28
Uses a 'before-after' comparison structure to highlight a contradiction in company narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
29
Highlights the discrepancy between earlier projections and the September 2025 update.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
63
Spruce Point Capital Management branding.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
64
Uses a split-screen layout: left side defines the categories and their 2022 sales/TAC; right side provides a timeline of management quotes highlighting the contradiction.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
65
Uses a combination of a data table and a website screenshot to prove inventory bloat.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
66
The slide uses a table format to present chronological quotes from management to set up a future critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
67
The slide uses color coding (yellow/red) to emphasize the recent decline in growth rates.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
68
Uses a 'nothing' callout to highlight the absence of data as a negative signal.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
69
Uses a quote-vs-data structure to highlight management failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
70
The slide features the Spruce Point Capital Management logo (the pine tree).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
71
The slide uses a table to highlight frequent executive turnover as a red flag for financial reporting inconsistencies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
72
The slide uses a red box to highlight the specific line item 'Restructuring, impairment and extinguishment costs, net' in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
73
The slide uses a table to compare cash taxes vs. provision for income taxes to highlight a discrepancy.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
74
The slide uses evidence from auditor reports to suggest potential governance or financial reporting risks.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
75
The slide uses a table to contrast pre-acquisition financials with post-acquisition reporting, specifically highlighting inventory changes and the extension of amortization periods for customer relationships.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
76
Uses a testimonial from a VP at a large public security company to validate the 7-8 year industry standard.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
77
The slide uses a 'Spruce Pt. Adj. Pre-Tax Earnings' row to highlight the discrepancy between reported and adjusted figures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
78
The slide uses a 'before-after' style logic to show that the company's provided explanations for revenue and EBIT declines do not sum up to the reported totals.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
79
The slide uses a 'before-after' style comparison across three distinct reporting periods to demonstrate obfuscation.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
80
The slide uses a table to compare property counts across segments (P&S vs ADI) over four years, with callouts explaining the discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
81
The slide uses direct quotes from SEC filings to demonstrate the shifting accounting treatment.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
Uses red arrows and question marks to visually demonstrate the missing data point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses a red box to highlight the 'No Longer Disclosed' section of the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a table-like structure to highlight discrepancies between Q1, Q2, and Q3 2023 reporting.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
86
The slide uses red arrows and callouts to highlight the decline in ownership percentage and the introduction of deferred share units as negative indicators.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
87
Uses SEC Form 4 data to contrast the sale date with the company's official announcement date and the trading plan's disclosed window.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
88
The slide uses a yellow callout box to frame the narrative of the data table below it.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
89
The chart uses a dashed blue line to indicate the historical median multiple of 0.658x.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
90
The table demonstrates a bridge from Street valuation to Spruce Point's adjusted valuation by reclassifying convertible preferred stock and adding specific liabilities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
91
The slide uses a comparison table to highlight that REZI's valuation multiples are high relative to its operational performance metrics compared to peers.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
92
The slide uses a split-table format to compare two different business segments of Resideo against their respective peer groups.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
93
The slide uses a sum-of-the-parts (SOTP) valuation approach to justify a bearish thesis.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit