slides · global inventory
Analyze Data
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 17,791-17,820
Pages 1,935
Rows per page 30
Slide function
17,791-17,820 of 58,039
84
The slide uses a red callout box to highlight the discrepancy between sell-side growth projections and the firm's own backlog analysis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
86
The slide uses a table to perform a financial reconciliation and includes a callout box to emphasize a specific trend in the data.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
87
The table tracks revenue burn and contract amendments over time, showing the transition from original contract terms to subsequent amendments.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
15
The table highlights the discrepancy between GAAP/Non-GAAP income and actual cash flow, specifically calling out 'Advancement' as a pull-forward of cash.Super Micro Computer, Inc. (SMCI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide highlights that mines 5 and 6 had negligible production in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
20
The slide highlights a discrepancy where mines listed as inactive produced coal in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
40
The slide uses a red flag icon to highlight the negative trend in hiring data.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Includes annotations highlighting key markets for Sunnova and markets with expected growth.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
Includes a chart from Consumer Reports illustrating the break-even points for different solar financing methods.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Includes a bar chart showing market share growth from 2016 to Q1 2020.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The table illustrates the sensitivity of project economics to regulatory tax incentives.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a matrix-like structure to compare business segments.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
13
The slide uses a red box to highlight the calculated 'Organic EBIT Decline' of ($22.8m).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
36
The slide uses a red box to highlight the final calculated 'Organic EBIT Decline' column.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · AgitateLoop · Hypothesis Test1 hit
85
The slide uses Bloomberg terminal-style charts to highlight valuation multiple expansion.Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
57
The table highlights the discrepancy between company-reported debt and Spruce Point's adjusted figures, specifically focusing on the impact of acquisitions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses red boxes and arrows to visually emphasize flat or declining trends in search volume.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
83
The slide presents five bar charts summarizing the survey participant profile.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
91
Includes a specific callout box highlighting a period of sustained negative sales growth for Bemis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
The slide uses a red box to highlight the key metric: Sales and Marketing Per LTM Net User Addition and its YoY growth.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
60
Red boxes highlight specific cells in the DIO and DPO rows for Q1-Q3 2019.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The table shows a quarterly breakdown from Q1 2018 to Q3 2019, highlighting specific adjustments like Helly Hansen net income, share repurchases, and tax rate changes.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Loop · So What Cascade1 hit
104
Includes adjustments for lease liabilities, property sales, REIT income, working capital, capex, taxes, and interest.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
40
The slide uses a red box highlight to draw attention to the 'Finished Goods' row in the percentage table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The slide argues that inventory and demand issues will delay the benefit of lower crude prices for WD-40.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller 1 hit
46
The slide uses a red box to highlight specific PHA data rows. The source is cited as Emadian et al. [43].Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller 1 hit
90
Contains three distinct financial tables and a descriptive paragraph regarding revenue and net income contribution.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Uses a bridge-style calculation to isolate Smart2Pay revenue from Nuvei's consolidated figures.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
113
The slide highlights the divergence between accounts receivable and accounts payable growth rates.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The conclusion and call to actionLoop · Cost Of Inaction1 hit