slides · global inventory
01 Logic Chain
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3,511-3,540 of 9,549
69
Uses red boxes and arrows to annotate changes between two side-by-side slide screenshots.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
70
Uses a table format to contrast analyst questions with vague CEO responses.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
71
The slide uses a red box to draw attention to Zebra Technologies within a table of holdings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
72
Uses a quote-contradiction framework to highlight the gap between management's optimistic tone and the actual financial data.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
73
Uses a side-by-side comparison of a press release snippet and a conference quote to suggest obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
74
Uses direct quotes from CEO Burns at two different conferences to expose the contradiction.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
75
Uses a combination of executive quote analysis and financial reconciliation to highlight a discrepancy in performance claims.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
76
The slide uses a table format to present Q&A pairs, highlighting potential weaknesses in Zebra's differentiation strategy.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
77
The slide uses a table format to present a Q&A transcript between an interviewer and a former Zebra employee.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
78
The slide uses a callout box to summarize the expert's sentiment, followed by a direct quote in a table format.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
79
The slide uses a red box to highlight the specific line item 'Acquisition and integration costs' in the reconciliation table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
80
Spruce Point Capital Management branding (pine tree logo).Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
81
Uses a red callout box to emphasize the risk and a red line to connect the CAO's tenure to the specific legal findings.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
82
Uses red boxes and arrows to highlight discrepancies in name spelling and CPA license status.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
83
Uses a side-by-side comparison to link a specific individual's career timeline with a corporate financial scandal.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
84
The table shows a clear upward trend in inventory-to-sales ratios in 2022 and 2023 compared to previous years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
85
The chart highlights a divergence where inventory growth significantly outpaced sales growth starting in 2022.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
86
Highlights specific text changes in green to draw attention to accounting policy shifts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
87
Includes a red arrow annotation connecting the conference call quote to the financial table.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
88
The slide highlights a specific contradiction between the company's stated lack of take-or-pay arrangements and their actual payment behavior.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
89
Uses red boxes and arrows to visually link the discrepancy between 2022 and 2023 financial disclosures.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
90
The slide uses screenshots from the Wayback Machine and proxy statements to document the executive's presence and subsequent disappearance from official company records.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
91
The slide highlights a discrepancy between disclosed inventory charges and margin performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
92
The slide uses a table format to present a Q&A transcript.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
93
The slide uses a screenshot of a 10-K filing with red callout boxes highlighting specific areas of concern regarding segment reporting methodology.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
94
The slide links the reporting change to a former CFO who later faced financial reporting issues at another company.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
95
The slide highlights a potential accounting manipulation where factoring is used to mask poor operating cash flow performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
96
Uses a table to show the pro-forma adjustment of interest expense and the resulting impact on the EBITDA/Interest coverage ratio.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
97
Uses a table to demonstrate the discrepancy between GAAP and cash-based tax reporting.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
98
Uses color-coded highlighting (green/yellow) to draw attention to specific textual changes between years.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit