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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 4,381-4,410
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

4,381-4,410 of 14,162

filter-aware
41
Uses a call-and-response format between an analyst and the CEO to highlight a potential contradiction in business model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a table to demonstrate the impact of the 'ex-gift' adjustment on gross profit per unit.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
43
Includes a red box annotation on the table to draw attention to the 'Related Party' column.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
44
Uses Spruce Point Capital Management branding; includes excerpts from SEC filings (10-Q, S-1) annotated with critical commentary.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses a grid of customer complaints to build a case against the company's inspection and disclosure claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
47
Uses a visual contrast strategy to highlight potential manipulation of corporate-controlled review data.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
48
The charts show a clear downward trend in average review scores over time, particularly in 2018 and 2019.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
49
Uses customer testimonials to illustrate the 'lock-in' effect of the purchase process.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
50
Uses anecdotal customer service transcripts to highlight potential accounting/operational irregularities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
51
Includes a table of revenue components and two bar charts comparing actual vs. hypothetical GPU.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
52
Uses screenshots of forum comments as primary evidence to support the thesis of aggressive business practices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
53
Uses screenshots of the checkout flow to demonstrate the lack of accessible terms.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
54
Includes a testimonial/anecdotal evidence section at the bottom left.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
55
The slide uses screenshots of Reddit threads as evidence of customer complaints regarding GAP coverage.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
56
Uses a 'quote-and-critique' structure to expose potential regulatory and financial liability.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
57
Uses red boxes and arrows to connect specific financial statement line items to contradictory text in the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
58
Uses excerpts from 10-K and S-1 filings to contrast reported margins with actual costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
62
Uses direct quotes from 10-K filings to highlight the discrepancy in segment reporting between Carvana and CarMax.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
65
Uses a call-and-response format to expose management's lack of transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
66
Uses a combination of a stylized line chart and a pie chart to illustrate a discrepancy in loan pricing and credit quality.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
67
The slide uses a 'villain' framing to question the validity of Carvana's proprietary model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
68
Uses a quote from CarMax's 10-K to establish a market standard for subprime lending.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
69
Uses a process flow diagram to show the relationship between Customer, Carvana, and DriveTime.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
70
The slide uses a flow diagram to show the movement of assets (cars, receivables, cash, notes) between parties, and includes a direct excerpt from the CVNA S-1 filing to substantiate the conflict of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
71
Includes a diagram of the loan sale process and a direct excerpt from the S-1 filing.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
72
The slide uses a comparison table and document excerpts to contrast MPSA (Ally) and MTA (Trust) agreements.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
73
The slide uses a process flow diagram to highlight a 'black box' in the funding structure.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
74
Uses news clippings to establish a timeline of Ally's financial commitment to DriveTime followed by the departure of Tim Russi.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
75
Uses legal document excerpts with red arrows to highlight specific contract amendments.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
78
The slide uses a stacked bar chart to compare reported GPU against adjusted scenarios to highlight the impact of specific accounting choices.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Pre Mortem1 hit