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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 6,241-6,270
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

6,241-6,270 of 14,162

filter-aware
07
Uses a vertical arrow process flow to contrast 'Pattern of Announcing Partnerships' with 'Limited Traction' and 'Baker Hughes Contract' issues.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
08
The slide uses a red arrow visual to denote a downward trajectory or negative critique of the company's financial health.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
11
The slide uses a 'Warning' callout to establish a pattern of behavior by the CEO, referencing a specific SEC case.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
12
Uses a red flag icon to signal risk/activist concern. The diagram uses arrows to imply directionality of payments or influence.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive media promotion.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
15
The slide uses a line chart to visualize the correlation between the company's name changes and the decline of previous buzzwords.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
16
Uses a table to adjust reported bookings by removing Baker Hughes revenue to show underlying performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
17
Uses red boxes and lines to visually connect contradictory data points.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
18
The slide uses three distinct industry landscape maps (DevOps.com, Firstmark, CB Insights) to visually demonstrate C3's invisibility.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
19
The slide uses a red flag icon to signal a warning or negative finding.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
20
Uses a red flag icon to signal warning; highlights specific jumps in TAM valuation with callout boxes.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
21
Uses CEO quotes to frame the contradiction against the quantitative market share data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
22
Uses a red flag icon to signal the contradiction; includes specific quotes from the CEO and historical financial data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
23
Uses visual evidence (screenshots) to highlight a shift in corporate messaging.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
14
The slide uses a table to contrast management's stated 85-90 day target with actual performance calculated via Bloomberg methodology.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
16
The slide highlights a lack of transparency regarding a major customer concentration.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses a table format to present qualitative interview feedback alongside a summary of external research findings.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
Uses a combination of a line chart for shipments and a bar chart for YoY change to illustrate cyclical peaks and declines.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a red box to highlight the most recent data point (Nov 2022) and a red block for missing data (2017-2018).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
Uses a red arrow to visually connect the ownership table to the calculation table, emphasizing the discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
Uses a red callout box to highlight the contradiction between the last repurchase date and the company's fair value target.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate the discrepancy between income statement interest expense and cash flow statement interest expense.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a color-coded legend at the bottom to distinguish between small and large deviations in the final row.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a table to perform a forensic accounting reconciliation of debt balances and interest rates.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
28
The table compares balance sheet changes vs cash flow statement changes to calculate a discrepancy.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
29
Uses direct excerpts from Credit Agreement and 10-K to contrast FIFO vs Weighted Average Cost reporting.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
30
The slide highlights a shift in audit rigor, specifically pointing to the 2022 audit's use of independent data specialists to verify management's inventory reserve assumptions.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses a 'villain' framing by linking SMCI's valuation to struggling sectors (Metaverse/Cloud).Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
Uses three line charts to show a divergence between the subject company and its peer/market indices.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit