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 7,231-7,260
Pages 473
Rows per page 30
Slide function
7,231-7,260 of 14,162
37
The slide uses a chronological comparison to highlight the reduction in disclosure quality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
38
The slide uses a 'before-after' style logic to contrast revenue vs margin performance, and includes a direct quote from the CFO to expose a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
39
The slide uses a red box to highlight the specific line item in the table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
40
Uses color-coded highlighting (yellow for added, red for omitted, green for replaced) to emphasize the changes.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
43
The slide uses a classic 'Perception vs. Reality' framework to highlight discrepancies in corporate messaging.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
Uses a table format to contrast background context with specific critical interview responses.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses a 'red arrow' visual to highlight the contradiction between the company's growth claims and the actual margin performance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
46
Uses a 'Quote on Operating Leverage' section to set up the contradiction, followed by a data table to prove the point.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
47
Uses a 'before-after' or 'contradiction' structure to highlight the gap between management narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses a 'pre-deal vs post-deal' comparison to expose the gap between market expectations and company guidance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
Uses a table-like structure to contrast specific quotes and documents against the CEO's narrative.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
Uses a 'This contradicts reality' callout box to highlight a specific column in the financial table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
52
Uses a 'before/after' style contrast between a marketing slide and a legal disclosure to highlight a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
Uses red callout box to highlight the specific contradiction in the COO's math.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
Includes a callout box detailing the $921M adjustment to cash and cash equivalents.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide lists 10 distinct points of contention, though the table rows only show 9 categories (some categories contain multiple points).Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses red boxes and arrows to point out specific numerical inconsistencies between the SEC filing and the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses red boxes and arrows to highlight the missing line item in the SEC filing compared to the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Uses red boxes and arrows to highlight specific line items (Cash, Short-term borrowings, Long-term debt) that contradict the pro forma claims.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Uses two waterfall charts to decompose margin changes for Q1 and Q2 2023, annotated with red boxes to highlight negative performance indicators.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Highlights the contrast between detailed Q1 reporting and vague Q2 reporting post-acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Uses a red arrow to visually connect the calculated full-quarter estimate to the market estimate table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Uses red boxes to highlight specific financial figures and the 'No Guidance?' conclusion.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide uses red boxes and callouts to highlight specific line items in a financial table that the author deems questionable.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
Uses a combination of financial tables and quoted text to build a case for accounting discrepancies.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The slide uses a red box to highlight the $60 million adjustment in the cash flow table, contrasting it with the $110 million investment claim.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide uses a red box callout to highlight the specific line item in the financial table that is being challenged.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the YTD 2023 figures in the table, emphasizing the increase in tax obligations.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses a red arrow to visually link the $432M figure in the table to the $322M disclosure at the bottom.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses red boxes to highlight the discrepancy between company-reported EPS and the analyst's adjusted EPS.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit