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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 3,961-3,990
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,961-3,990 of 14,162

filter-aware
30
Uses a classic 'Bull vs. Bear' or 'Promoter vs. Skeptic' framing.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
39
The slide uses a 'fraud-exposure' framework to contrast company claims with empirical data.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
40
The slide uses a table to contrast WPP-owned related parties with non-WPP related parties to argue for better transparency.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
08
Uses a circular flow diagram to illustrate the reversal of a business model's flywheel.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
09
Uses a before-after style comparison to highlight accounting discrepancies.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · AgitateLoop · Before After1 hit
13
Uses a 'not equal' symbol to visually represent the contradiction between valuation and operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
16
Uses a comparison table to contrast company definition vs. preferred definition.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
17
Uses a before-after style comparison to highlight accounting manipulation.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a bridge-style reconciliation to expose that the company's reported SSR figures mask underlying vacancy issues.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses red boxes and arrows to draw attention to the increasing volume of vacant property sales and the associated financial losses.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
23
The slide uses a table to quantify 'Amazon Risk' across specific sectors (Pharmacy, Grocery, Theater) for several REIT tickers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses two bar charts to illustrate negative trends in Same Store Sales (SSS) and high volume of store closures/relocations.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a red arrow to emphasize the decline in EBITDAR/Rent and a Bloomberg stock chart to show the ~64% decline in share price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
29
Uses a comparison table structure to highlight the delta in property counts and associated rent figures.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
30
The slide uses a red box to highlight the target company's inferior disclosure practice compared to peers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
33
Uses a pro-forma adjustment to strip out interest rate benefits.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses a combination of a line chart and a data table to highlight the divergence between insider behavior and institutional index buying.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
45
The slide uses a line chart to correlate specific corporate guidance events with a downward trend in stock price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
08
The slide uses excerpts from court documents to link the CEO to past fraud and the 'Andersen school of accounting'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
15
The slide uses a heatmap-style color coding (yellow to red) to emphasize the worsening credit metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
16
The slide uses a 'bridge' logic to compare historical acquisition performance against current financial deterioration.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a side-by-side comparison to highlight the poor quality of assets acquired by Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a 'before-after' framing to contrast management's 2013 forward-looking statement with the 2013-2017 historical data.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
19
The slide uses red borders to highlight negative trends in the data table.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
21
Uses a 'Here's What Kratos Says' vs 'Here's What The Evidence Suggests' framing to highlight hypocrisy.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a 'before-after' style juxtaposition to highlight hypocrisy/fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses a table to demonstrate a pattern of behavior (hyping contracts) to support an activist thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a table to contrast management claims with analyst skepticism, highlighting specific programs like LCASD, UTAP-22, SSAT, and Gremlins.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit