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slides · global inventory

10 Iceberg

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

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Matching slides 1,212
Current window 841-870
Pages 41
Rows per page 30
Loop: 10 Icebergclear collectionreset all
18 30 60

Loop

841-870 of 1,212

filter-aware
10
The slide uses a red highlight box to draw attention to the specific metric that is no longer being reported.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
11
Uses a direct quote comparison to expose a management inconsistency.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
12
The slide uses a red box to highlight the Q4 2023 growth collapse and a corresponding callout box to emphasize the decline.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
13
The slide uses a red callout to highlight negative trends and a red box to note the cessation of disclosures.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 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
30
Uses a combination of historical peer data (Harland Clarke 2008) and current Intuit disclosures to build a revenue estimate.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
31
Uses a combination of anecdotal customer feedback (links) and competitive landscape data to undermine the company's growth narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
32
Uses expert testimony (Tegus) to validate the thesis that Intuit's B2C DNA is incompatible with B2B mid-market requirements.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
33
The slide uses a comparison table to highlight feature gaps and an ad screenshot to demonstrate competitive pressure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
34
Uses expert network (Tegus) transcripts to undermine management's narrative on international expansion.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
35
Uses a 'red X' overlay on a 2018 slide to visually demonstrate failure.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
36
The slide uses a combination of a thesis-driven argument and a supporting expert quote to validate the 'disruption' narrative.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
37
Includes screenshots of Square and Shopify navigation menus to illustrate the breadth of their current offerings.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
38
The slide uses survey data to argue that vertical SaaS platforms are a threat to QuickBooks by expanding into accounting.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
39
This is a section divider or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
40
Uses a red-themed comparison table to frame Mailchimp as a lower-quality asset.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
34
The slide uses a red-bordered callout box to highlight the core thesis and a table to provide chronological evidence of the relationship's decline.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
35
Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
37
The slide uses a table to show the evolution of the AstraZeneca-Tempus agreement over three iterations, emphasizing the lack of meaningful financial growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
38
Uses a visual comparison of two payment flows to illustrate the accounting maneuver.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
39
Uses a flow diagram and a table to illustrate circular/related-party capital flows.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
40
The slide uses a 'villain' framing by questioning the CAO's role and the redaction of the GSK signatory.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
41
The slide uses a flow diagram and a summary table to illustrate the circular flow of funds.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
12
The slide uses a '5' icon, likely indicating this is point #5 in a larger activist presentation.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Iceberg1 hit