Matching slides 6,793
Current window 2,521-2,550
Pages 227
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Framework: Fraud Exposureclear collectionreset all

Framework

2,521-2,550 of 6,793

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Uses a chronological sequence of excerpts from SEC filings to highlight a shift in accounting treatment.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses a red arrow to connect the adoption of accounting standards to the valuation spike.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
Uses a red box highlight on the table and chart to emphasize the impact of the accounting change post-Q3 2018.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a table to highlight a specific line item (Right-of-Use Asset Depreciation) as a questionable add-back.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a bar chart to compare reported FCF vs. Spruce Point's adjusted FCF, highlighting the discrepancy caused by restricted cash accounting.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two bar charts to illustrate the deterioration of financial health over time, specifically highlighting the divergence between reported metrics and the analyst's adjusted view.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
The slide uses a line chart and a data table to contrast reported vs. adjusted EPS, highlighting the discrepancy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
40
Uses a combination of historical ownership tables, financial performance charts, and quotes to build a case for overvaluation.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
52
Uses a red arrow and red box to highlight the $200M figure across four companies.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
53
Uses a 'villain' framing technique to discredit the executive by linking him to past corporate failures.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
The slide uses red callout boxes to interpret specific legal text, highlighting the 'guarantee' aspect of the dealer business model.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses red callout boxes to map specific risks to corresponding legal/financial text excerpts.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Uses red boxes to visually highlight the divergence between revenue growth and receivables growth.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Uses quotes from earnings calls to build a case for hidden financial mechanisms.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses a red box to highlight the discrepancy in leverage ratios caused by the exclusion of $1bn+ in guarantees.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
71
Uses a 'contrast-pairs' framework to juxtapose analyst optimism against activist skepticism.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
75
Uses a dual-axis chart combining bar and line elements to show account growth trends.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
77
Uses red arrows and callouts to highlight aggressive marketing tactics as evidence of poor credit management.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
79
The slide uses a red horizontal line to denote the average impairment rate and highlights the post-2018 period as a point of concern.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
80
Uses a red flag callout to emphasize the activist thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
83
The slide uses a line chart and a data table to highlight the divergence between company-reported 'normalized' EPS and Spruce Point's adjusted EPS.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
85
Uses a side-by-side comparison of two tables to show the addition of a footnote (Footnote 4) between 2017 and 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
89
The slide uses a red flag callout to highlight the contradiction between the stated accounting change and the later EPS benefit.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Uses red boxes and arrows to highlight specific text in a company disclosure document.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
Uses red underlining in the source text to highlight the specific accounting changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
94
Uses red flags to highlight suspicious behavior and red arrows to connect evidence to the activist's critique.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
Uses a red arrow to visually connect the company's reported STIP earnings to the adjusted calculation, highlighting a $44 million delta.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
Uses SEC press release and proxy circular excerpts to establish a pattern of poor governance oversight.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit