slides · global inventory
All filtered slides
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 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
127,981-128,040 of 319,975
90
The slide uses a scenario-based valuation approach to argue for significant downside risk.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses a side-by-side comparison of a chart and a press release excerpt to demonstrate the shift from specific to non-specific guidance.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a pie chart to show 100% consensus 'Buy' ratings, highlighting the disconnect between analyst optimism and the activist's bearish thesis.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
This slide serves as a 'pre-mortem' or 'preempt_rebuttal' to maintain credibility by acknowledging potential upside scenarios.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
The slide uses a visual metaphor of a betting interface to question the accuracy of the company's financial statements.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
02
Super Group (SGHC) Limited (SGHC)Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Includes a stock chart with an annotation pointing to the report date.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
04
The slide uses a stock chart to visually anchor the 'Successful Outcome' of a previous activist short report.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
05
The slide uses a yellow background to highlight the core argument of financial misstatement.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Executive Summary1 hit
06
The slide uses direct quotes from company filings to expose the contradiction between management's claims of remediation and the recurring nature of the weaknesses.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The organizational chart is intentionally rendered at a scale that makes individual entities unreadable, reinforcing the 'complexity' narrative.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
08
Uses visual callouts to point out the discrepancy between the 100% claim and the 89.29% reality.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
09
The slide uses a timeline and a document excerpt to highlight a discrepancy in financial reporting.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
10
Includes a detailed financial table and a specific callout box highlighting the $30.7M adjustment.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses a direct quote from a 6K filing to validate the activist's thesis.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Includes a direct quote from a former director to support the thesis of asset duplication.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a timeline table to support the thesis of financial engineering.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a timeline table and a financial table to demonstrate questionable strategic rationale.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a valuation bridge to arrive at an implied stock price range, comparing it to the current price to calculate potential downside.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
16
Includes a table overlaying the chart detailing revenue misses/surprises for 2024.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
01
Uses a satirical illustration of a prospector with a metal detector and helicopter to mock the company's claims.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
Nova Minerals Limited (NVA)Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Includes a stock price chart with a callout annotation pointing to the research report release date.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
04
Nova Minerals Limited (NVA)Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Nova Minerals Limited (NVA)Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a yellow background to highlight the text, typical of Spruce Point's aggressive short-seller report style.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
07
This is a classic activist short thesis summary slide.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
08
The slide uses a structured table format to present qualitative arguments against management's track record and project viability.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
09
The slide uses a table format to list individuals and their associated controversies, likely for an activist short report.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
10
Includes a letter from the Association of Private Detectives of Ukraine and photos of a 1992 class registry.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
11
The slide uses a table-like structure to map individuals to specific allegations of contradictory disclosures and questionable associations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
12
This is a section divider or thesis slide featuring the Spruce Point Capital Management logo.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
13
The slide uses a table-like structure to map specific categories of concern to detailed descriptions.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses historical press releases and archived website screenshots to prove that the project was previously abandoned.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses a chronological comparison to expose shifting corporate strategy.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses color coding (red for no inspection, green for inspection) to emphasize the lack of due diligence by Australian firms.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a 'before-after' framing to contrast past promises with current reality.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses visual evidence (photo with annotations) and textual evidence (quotes from filings) to highlight a discrepancy.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a red box to highlight the decline in exploration spending and yellow highlighting for 'None' in the impairment row to emphasize the lack of write-downs.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses screenshots from a promotional video to highlight logistical challenges.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses a map to show distance and screenshots of company presentations to highlight the 'conceptual' nature of the project.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a before-after framing to contrast corporate messaging with public sentiment.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses red arrows and a question mark to visually highlight the discrepancies between the two corporate filings.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a 'villain' framing by positioning Perpetua as a superior alternative to the subject company (Nova).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a 'villain' framing (Nova) vs 'hero' framing (Felix Gold) to argue for the superiority of the competitor.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The slide uses a 'before-after' or 'contradiction' framing to highlight a discrepancy between a third party's claims and the target company's own disclosures.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Uses red arrows to visually link promotional logos to negative outcomes (stock charts and bankruptcy notice).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses red underlining to highlight specific incriminating or contradictory text within corporate filings.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a red callout to highlight a discrepancy in the company's press release regarding project locations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a table of top 20 shareholders and a screenshot of an interview to cast doubt on the company's credibility.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Nova Minerals Limited (NVA)Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a table format to list individuals and their associated controversies, likely to establish a pattern of poor governance or bad actors.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide uses a table-like structure to map individuals to specific allegations of misconduct or governance failures.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses screenshots of regulatory filings and media releases to establish a negative track record for the company's historical leadership.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a 'before-after' style juxtaposition of a quote promoting the project and the subsequent criminal conviction of the promoter.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses red boxes and arrows to highlight specific data points in a table and text block to build a narrative of hidden control.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Uses visual arrows to connect the address in the proxy statement to the SEC filing for Kibush.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
Uses red arrows to visually link the address and name between two different corporate documents.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Uses red boxes to highlight specific contradictory text in source documents.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide uses a combination of narrative analysis and direct quotes to contrast the company's stated pivot to construction with the loss of its primary construction lead.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit