slides · global inventory
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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 17,821-17,850
Pages 1,935
Rows per page 30
Slide function
17,821-17,850 of 58,039
99
The slide uses a table to expose a potential contradiction between the company's claims of high-margin technology and the low multiples paid for acquisitions.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
17
The slide uses a table to compare reported vs consensus revenue and guidance ranges over time.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
21
The slide uses a red callout box to frame the data as evidence of failing digital ambitions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
The slide uses a red box to highlight the Q1 2023 inventory metric and a callout box to emphasize it as an all-time annual high.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
33
The slide uses red boxes to highlight specific periods of performance and the Mar Cor earnout reversal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
41
Highlights all-time highs in DIO and Raw Material/Finished Good Ratios for both companies.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses red boxes to highlight specific margin figures and callouts to emphasize the negative impact of the acquisition.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 hit
66
The table highlights the 'Potential Recession' (2022) column in red to emphasize the deteriorating financial position compared to historical periods.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
21
The slide uses red boxes to highlight specific data points that support the thesis of inventory mismanagement.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
27
Includes a specific adjustment for NCI and equity award tax payments to derive 'Spruce Point Adjusted CFO'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
28
The slide highlights that G&A expenses (less specific items) have not scaled with revenue, suggesting a lack of operating leverage.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
32
Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a red box to highlight the H1 2022 period, emphasizing the recent decline in performance.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide uses a red flag icon to signal a critical finding regarding organic growth.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses a 'red flag' callout to highlight deficient disclosures and a yellow callout to summarize the erosion findings.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
The slide uses a red flag icon to highlight the adjusted leverage calculation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Includes a bar chart of market share and a pro forma sales table.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses a comparison table to expose a potential accounting or operational discrepancy regarding inventory turnover.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
139
The slide presents two tables tracking quarterly compliance status over 13 quarters for specific facility IDs.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
141
The slide presents two distinct data tables tracking quarterly compliance status for specific facilities.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The table highlights that production for these mines dropped to zero in 2021 following divestment.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The table provides granular evidence of specific shipments, likely used to support a broader thesis about supply chain or trade relationships.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The table lists specific bills of lading for coal shipments from the US to Brazil.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
The slide provides raw data evidence for supply chain or trade activity analysis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
95
The slide uses a combination of tables and callout boxes to present market intelligence on coal import trends.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
The slide argues that increasing competition from private equity will make future M&A more difficult and expensive for Rollins.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses FOIA requests to expose that hardware is a significant cost component, contradicting a pure SaaS valuation narrative.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
63
The slide uses a table to demonstrate a negative trend in SaaS metrics, specifically calling out the 'Magic Number' and 'Bessemer CAC Ratio'.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
32
The slide uses a dual-callout structure to point out specific trends in the cumulative line chart.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit