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slides · global inventory

Fraud Exposure

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,793
Current window 2,551-2,580
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

2,551-2,580 of 6,793

filter-aware
12
Uses a table to contrast historical user growth milestones with company disclosures, highlighting a specific account purge event.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
14
Uses visual evidence (screenshots) to support the claim of slowing growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a table to highlight decelerating YoY growth in paying users and stagnant conversion ratios, while attributing ARPU growth to specific pricing actions.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
25
Uses a news article screenshot to frame the company's real estate expansion as a 'vanity' project.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
Uses a combination of historical acquisition context, executive turnover, and competitive landscape screenshots to build a bearish case.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a direct quote from a former employee to undermine the company's credibility.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a 'villain' framing (management) vs 'naive' market participants (bloggers/analysts).Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
38
The slide uses two tables to show the progression from raw cash flow data to derived valuation multiples.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
41
Uses a quote from Dropbox's financial disclosures to highlight the nature of their equipment leases.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
The slide uses a red box to highlight specific text and table rows to draw attention to the capital lease payments.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
Uses a quote from the IPO prospectus to frame the contradiction.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
The slide argues that Dropbox's reported FCF is overstated by ignoring operational costs classified as financing activities.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a table to contrast management's reported organic growth with the activist's adjusted estimate.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Uses a line chart to show divergence between legacy and acquired locations, with a callout box explaining the 'net effect' on reported growth.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses a combination of a stacked bar chart for location composition and a grouped bar chart for growth rate comparison to highlight the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
The slide uses a 'plug' calculation method (Total Acquired Revenue - Other Inorganic Revenue = AFAM Revenue) to expose the discrepancy.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses a red-bordered table to highlight the 'Spruce Point Estimate' which contradicts management's claims.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
18
Uses a line chart to show divergence between legacy and acquired locations, with a callout box summarizing the 'net effect' of the accounting treatment.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
19
Uses a stacked bar chart to show location exclusion and a grouped bar chart to show the impact of adjusting growth figures.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
Uses a 'Possible Cause' vs 'Spruce Point Concern' structure to frame the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide uses a timeline of four screenshots from earnings supplements to highlight the omission of growth data.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
24
Uses SEC filing excerpts and proxy statements to highlight the lack of traditional financial qualifications for the CFO role.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
26
The slide uses two tables to demonstrate the accounting maneuvers: one for location composition and one for EBITDA adjustments.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
Uses a 'cookie jar' accounting metaphor to describe the creation of bad debt reserves.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
29
Uses a combination of financial tables and callout boxes to build a narrative of accounting manipulation.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
30
The slide uses a combination of a grouped bar chart and a data table to highlight the growing delta between GAAP and non-GAAP metrics.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
33
Includes two tables showing accounting adjustments and EPS impact, plus two tables/snippets showing proxy filing goals and reconciliation of adjusted net income.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
36
The table shows a clear trend of divestment by insiders and the CEO over a four-year period.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
37
Red boxes highlight specific individuals who are neither named employees nor directors post-merger.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
98
The slide uses a table to frame executive turnover as a bearish signal.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit