slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 6,331-6,360
Pages 473
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Slide function
6,331-6,360 of 14,162
25
Includes a red arrow annotation connecting the '96%' figure in the top table to the '15.57' tons figure in the bottom table.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
Uses a red arrow to visually connect the table data to the chart, emphasizing the contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
Uses red boxes to highlight the specific line items in financial tables that demonstrate the shift in revenue allocation.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Uses red callout boxes and arrows to visually connect contradictory data points between two tables.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a table to compare reported segment revenue against calculated revenue, pointing out discrepancies and missing disclosures.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
Uses red boxes and arrows to visually connect contradictory financial data points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
Uses a red box to highlight the discrepancy between estimated and reported revenues.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a red flag icon and a red box to draw attention to the discrepancy in reserve reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a red flag icon to highlight the discrepancy between AMR's narrative and the data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a comparison table to show the evolution of language in legal filings over time.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
39
Uses red boxes to highlight specific line items in financial tables to draw attention to the lack of valuation adjustments.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
40
The slide uses a red box to highlight the lack of adjustment in the 'Inventories' line item.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
41
Uses red boxes and callouts to highlight specific accounting adjustments in financial tables.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
42
The chart highlights the 'Merger Announced' and 'Merger Closed' points to show price stability.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
43
The slide highlights a specific accounting practice used by AMR to manipulate cost metrics, linking it to executive turnover.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
Uses a red flag icon to signal the contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
45
Uses red boxes and arrows to draw attention to specific, conflicting data points in financial tables.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
48
The slide uses a red flag icon to signal a warning about the company's reported metrics.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
Uses two financial tables from SEC filings to demonstrate that intercompany eliminations are not properly reflected in segment reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
50
The slide uses a 'before-after' logic to highlight accounting discrepancies in segment reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
51
Uses a 'before/after' or 'claim vs reality' structure common in activist short reports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
The slide uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
The slide uses a quote from a 10-Q to highlight the contradiction between ownership percentage and accounting treatment.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
Uses red flag icon and callout boxes to emphasize the discrepancy.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
55
The slide sets up a comparison to be analyzed on the following slide, specifically pointing out the lack of clarity in Arch's reporting.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a red box to highlight the discrepancy between the 65% ownership and the 60% total equity loss recognized.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a direct quote from a legal complaint to undermine the target company's narrative.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
Uses a map to visualize cost differentials between coal regions and export ports.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
The slide uses color-coded cells (red) in the final table to emphasize the dramatic increase in freight costs per ton for Contura Energy/AMR starting in 2017.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
62
The slide uses a table to contrast 2016 and 2017 metrics, highlighting the cost per ton jump from $2.63 to $15.80.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit