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 8,251-8,280
Pages 473
Rows per page 30
Slide function
8,251-8,280 of 14,162
46
The slide uses a table to contrast consistent historical reporting against a single 'Not Disclosed' entry.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
47
The slide uses a waterfall-style calculation to bridge the gap between reported TCV and the estimated TCV, highlighting a 'hidden' reduction.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
50
Uses a 'bridge' logic to show that core business is declining despite headline revenue growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
51
The slide uses a table to highlight the shrinking percentage of long-term deferred revenue relative to total deferred revenue.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
52
The slide uses a line chart for historical data and a bar chart for recent growth to frame the company's narrative.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
53
The slide uses a table to contrast reported SG&A line items against implied cloud storage costs, suggesting a potential accounting or operational inconsistency.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
54
The slide uses a combination of narrative text and a financial table to argue that the company is reducing its cloud storage usage.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
55
The slide highlights a potential accounting manipulation and governance issue regarding Scott Gottlieb's dual board roles.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
58
The slide highlights a specific code (81479) as an outlier in a table of top 10 codes, using it to frame a narrative of potential fraud or aggressive billing practices.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
59
The slide uses a combination of bar charts and callout metrics to show the correlation between CPT code usage and financial performance.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
61
Uses a press release screenshot to highlight the company's own marketing language as the sole basis for their 'breakthrough' claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
64
The slide uses a yellow callout box to frame the argument against the company's policy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
65
Uses a table to contrast pre- and post-2019 protocols and a quote to highlight the company's stated rationale.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
68
Uses a before-after framing to highlight a contradiction in the company's narrative regarding their product's nature.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
69
The slide uses a before-and-after comparison to suggest unethical business practices by the company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
10
The slide uses a red border to emphasize the critical nature of the content, which is typical for activist short-seller research.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
14
The slide uses a 'guilt by association' narrative to undermine the credibility of the company's audit committee members.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication1 hit
21
The slide uses red underlining to emphasize the connection between the board members and the fraudulent activity at Granite Construction.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
22
Uses a board committee matrix and a legal text excerpt to establish a pattern of governance failure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses SEC press release excerpts and proxy statement data to establish a pattern of poor governance oversight by a current director.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
24
The slide uses a combination of narrative text, a stock price chart, and a list of board members to build a case against the subject's professional history.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
25
Uses a red-line emphasis technique to highlight specific text in the source material.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses excerpts from a legal complaint to build a case against the CFO's past conduct.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide uses excerpts from legal filings to substantiate claims of corporate wrongdoing and executive liability.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide uses a combination of a bar chart for share count growth and a bar chart for insider trading activity to illustrate the misalignment between company dilution and insider behavior.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
38
Uses a table to reconstruct revenue impact and contrasts it with a quote from the company's 10-K.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
40
The slide uses a red highlight to emphasize the absence of the disclosure in the most recent period.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
41
Uses red-line emphasis to highlight management's claims of 'recurring revenue' against the author's thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit