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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 8,281-8,310
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

8,281-8,310 of 14,162

filter-aware
42
The slide uses a comparison of two bar charts to show growth in two revenue streams, highlighting the lack of data post-2018.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
43
The slide uses a red box to emphasize the Q1'25 data point as a negative indicator.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
45
The slide uses red boxes to emphasize the specific data points that were previously disclosed but are now omitted.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
46
The slide uses a table to highlight the outlier status of Kent Island Mechanical compared to other acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
48
The slide uses a list-based comparison to show what was previously disclosed.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
49
The slide uses a reverse-chronological table to highlight the reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
50
The slide uses a red box to highlight the contradiction between the company's claims and the lack of disclosure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
51
Uses red boxes to highlight removed disclosures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
52
The slide uses a table to contrast the limited metrics provided against the lack of granular detail.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
54
Uses a red 'X' over the Limbach growth outlook to signify it is no longer referenced.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
56
The slide uses a table to demonstrate that fixed-price revenue no longer equals GCR segment revenue in 2024, contradicting historical patterns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
58
The slide highlights aggressive accounting practices where management estimates for projects in-progress are adjusted to inflate earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
59
The slide uses a 'before' table and a 'current' narrative to demonstrate a reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
60
The slide uses a table to bridge reported EBITDA to a more conservative adjusted figure, highlighting specific line items like finance leases and transaction costs.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
61
The slide uses a red-line emphasis to highlight the removal of the 'Non-cash' descriptor in financial reporting.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
62
Spruce Point Capital Management short report slide.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
63
The slide uses a red-background callout style to emphasize the discrepancy between reported and adjusted figures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
64
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic to challenge company-reported metrics.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
65
The slide uses a comparison of 2021 vs 2020 incentive targets to expose a governance concern.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
67
The chart includes an arrow indicating the downward trend of Free Cash Flow despite rising EBITDA.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
70
The slide uses red text to emphasize specific failures in internal controls.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
72
Uses a 'quote vs. reality' structure to expose management's potential bias or lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
09
Includes a direct excerpt from a government petition to support the claim of an investigation into executive knowledge.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
10
Uses a direct quote from a legal motion to frame the company's defensive legal strategy as an admission of material weakness.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
14
The slide uses a table format to contrast specific company claims/results with Spruce Point's critical analysis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
17
Uses a 'not equal' symbol to visually represent the contradiction between management's pitch and reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
18
The slide uses direct excerpts from an FDA warning letter to build a case against the company's product safety and transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
19
Uses direct excerpts from an FDA Warning Letter to substantiate claims of regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
20
Uses direct quotes from an official regulatory document to build a case of negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
21
The slide uses whistleblower testimony (FE 3) to contradict company claims regarding the device's real-time monitoring capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit