Matching slides 16,285
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3,451-3,480 of 16,285

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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
88
The slide uses a red box to highlight the 'All Other Customers' GM% row, emphasizing the mid-60% margin figure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and Valuation1 hit
14
Uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
16
Uses a red box callout to highlight the specific line item in the table that contradicts the investor presentation claim.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a red box to highlight the specific row for Alpha Metallurgical Resources Inc (AMR) in the table.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
18
The slide highlights a potential overstatement of production, revenue, and inventory by AMR.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 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
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
39
The slide uses a pie chart to show bonus weighting and a table to show performance vs targets, highlighting the 148% outlier.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
40
Uses red arrows to emphasize negative trends in the data tables.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · AgitationLoop · Iceberg1 hit
41
The slide uses a red flag icon and callout boxes to draw attention to specific data anomalies in the table.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
43
The slide uses color-coding (yellow/red boxes) to highlight specific contradictory data points in Q3 2020.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
47
The slide uses a table to map corporate entities to directors and shareholders, followed by two callout boxes detailing the corruption allegations.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller 1 hit
11
The slide uses a 'discrepancy' framing to suggest potential financial misreporting or fraud.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
103
The slide uses a callout box to summarize the investigative findings and a table to quantify the specific variances in cash, fixed assets, and total assets.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller 1 hit
40
The slide uses survey data to undermine the narrative of Dexcom's technological moat.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
41
The slide uses survey data to undermine the 'premium quality' narrative of the target company.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
45
Uses earnings call quotes to highlight a discrepancy between Abbott's reported progress and Dexcom's downplaying of the situation.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
19
The slide uses a 'How This Goes To Zero' framework, common in short-seller activist decks.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
22
The slide uses a 'gap analysis' approach to discredit the management team's qualifications.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
25
Uses red boxes and arrows to draw attention to specific line items in balance sheet tables.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'villain' framing by questioning the plausibility of management's projections.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses four distinct data tables to summarize survey findings from Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses red boxes and arrows to draw attention to the increasing volume of vacant property sales and the associated financial losses.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
23
The slide uses a table to quantify 'Amazon Risk' across specific sectors (Pharmacy, Grocery, Theater) for several REIT tickers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit