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 7,741-7,770
Pages 473
Rows per page 30
Slide function
7,741-7,770 of 14,162
105
The slide uses a table to contrast quarterly gross profit data with the company's own qualitative explanations, pointing out the omission of price increase benefits in the full-year summary.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
106
The slide uses a table to compare FND's cash flow from payables against peers like Home Depot and Lowe's to demonstrate the outlier status.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
107
The slide uses a table to demonstrate a potential accounting or operational red flag regarding inventory buildup.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
108
The slide uses a red arrow to visually connect the change in terminology from 'amounts due to our suppliers' to 'amounts owed to the financial intermediaries'.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
109
The slide uses a combination of narrative text, a direct quote from a 10-K, and a financial table to demonstrate a pattern of behavior.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
112
The slide uses a table to demonstrate a pattern of insider selling, contrasting company growth claims with the behavior of its primary stakeholders.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
The slide uses a table to chronologically list SEC disclosures to build a narrative of suspicious insider activity.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
115
The slide uses a table to present evidence of related-party transactions involving board members Dwight James and Ryan Marshall.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
116
Uses red underlining in the source text to emphasize the contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
117
The slide uses a 'suspicion' frame to interpret standard governance updates as potential red flags.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
120
The slide uses a 'Spruce Point Adjusted' methodology to reclassify liabilities as debt, resulting in a higher leverage ratio (3.1x vs 2.2x).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
08
Uses a red flag icon as a visual metaphor for risk/concern.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
11
The slide uses a dual-axis line chart to correlate margin decline with volatile sales growth.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
12
Uses red callouts to emphasize the 'red flag' nature of the reclassifications.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
14
The slide uses a table to highlight the decline in software/computer equipment investment compared to other asset classes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
15
Uses red boxes and arrows to highlight specific changes in terminology and potential conflicts of interest.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
16
Uses a 'before-after' comparison of press release headlines to imply corporate obfuscation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
17
Uses a contrast-pairs framework to show the discrepancy between the original and new press release quotes.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
19
Uses a side-by-side comparison of pie charts to visually demonstrate lack of change over a 4-year period.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
20
The slide uses a table to contrast management's frequent use of the term 'backlog' with the activist's claim that it is an unstable and undefined metric.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
21
The slide uses a combination of management quotes and a line chart to suggest potential earnings overstatement through under-reserving for bad debts.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
22
The slide uses a table-like structure to categorize qualitative feedback from former executives into three distinct business headwinds.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
24
The slide uses a table format to present a Q&A transcript from a Tegus interview.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
25
The slide uses a yellow highlight on the executive's response to emphasize the core argument regarding the shift from new customer growth to replacement cycles.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
26
The slide uses a yellow highlight to emphasize key points in the expert's response regarding Zebra's historical advantage and current market saturation.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
27
Uses color-coded highlights within text blocks to draw attention to specific data points.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
28
Uses Wayback Machine screenshots to highlight a discrepancy between reported stability and observed partner network shrinkage.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
32
Uses a 'before-after' style comparison of corporate disclosures and analyst Q&A to suggest management is downplaying RFID performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
33
Uses color-coded highlights to emphasize specific claims by management.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
34
Uses a red callout box to highlight the specific point of contention in Zebra's marketing material.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit