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Spruce Point Capital Management · activist-deck

e.l.f. Beauty, Inc. (ELF)

28 pages · 3 arc beats · 2 loops

Activist-Deck Download JSON
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e.l.f. Beauty, Inc. (ELF)

Spruce Point Capital Management · 2023-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 6 slides 100% 6/6 slides 100% 6/6 slides · 42 hits
— 0/6 slides
— 0/6 slides
83.3% 5/6 slides 100% 6/6 slides 100% 6/6 slides · 12 hits The Struggle 8 slides 100% 8/8 slides 100% 8/8 slides · 60 hits
— 0/8 slides
— 0/8 slides
100% 8/8 slides 100% 8/8 slides 100% 8/8 slides · 16 hits The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

28
every slide · same image gating as the playbook
01
Slide 1
The slide uses a satirical illustration of the Grinch to frame the target company (E.L.F. Beauty) as a villainous entity.front_matter
Open slide detailLoop · Cost Of Inaction
02
other
Open slide detailLoop · Cost Of Inaction
03
Standard Spruce Point Capital Management branding.front_matter
Open slide detailLoop · Cost Of Inaction
04
The slide serves as the primary thesis statement for the short report, focusing entirely on the reputational risk associated with the company's marketing partneframe_situation
Open slide detailLoop · Cost Of Inaction
05
The slide uses a 'villain' narrative by linking the company to controversial figures and past legal issues to justify a short position.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
06
Uses red arrows and underlines to draw attention to specific risk factors in the company's 10-K.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
07
The slide uses a correlation argument between marketing agency engagement and stock performance.establish_context
Open slide detailBeat · The MonsterLoop · Pattern Hunter
08
The slide uses a side-by-side comparison to highlight a reputational risk/contradiction.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
09
The slide uses a table to contrast demographic data across three organizational levels: Board, Senior Leadership, and All Employees.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
10
analyze_data
Open slide detailBeat · The MonsterLoop · Pattern Hunter
11
Uses a 'Warning' callout to emphasize the lack of long-term purchase obligations from major customers.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
12
Uses red arrows to visually link the subject's biography to the NXIVM-affiliated Executive Success Programs.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
13
Uses guilt-by-association tactics common in activist short-seller reports.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
14
Uses screenshots of LinkedIn and news articles to establish a connection between the company and the NXIVM cult.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
15
Uses a combination of legal document excerpts and a witness list to establish a negative association.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
16
Uses screenshots of LinkedIn and Twitter profiles to establish a link between the subject and a controversial organization.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
17
The slide uses screenshots of LinkedIn posts to establish a connection between the subject and the company being analyzed.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
18
The slide uses a 'guilt by association' tactic, showing a LinkedIn 'like' to link a corporate figure to a controversial advocacy group.expose_contradiction
Open slide detailBeat · The StruggleLoop · Pattern Hunter
19
Uses social media screenshots to imply an inappropriately close relationship or 'insider' language.expose_contradiction
Open slide detailLoop · Pattern Hunter
20
The slide uses social proof to validate a business relationship.illustrate_case
Open slide detailLoop · Pattern Hunter
21
Uses a side-by-side comparison to imply a negative association.expose_contradiction
Open slide detailLoop · Pattern Hunter
22
This is a classic 'guilt by association' slide used in activist short reports.expose_contradiction
Open slide detailLoop · Pattern Hunter
23
Uses a 'guilt by association' rhetorical strategy.expose_contradiction
Open slide detailLoop · Pattern Hunter
24
Uses a screenshot of a YouTube video as evidence of the relationship.expose_contradiction
Open slide detailLoop · Pattern Hunter
25
The slide uses a table format to present evidence from three distinct media sources (NYT, NY Post, Vanity Fair) to validate the claim.expose_contradiction
Open slide detailLoop · Pattern Hunter
26
The slide uses screenshots of social media and articles to point out a specific linguistic pattern used by the company's leadership.expose_contradiction
Open slide detailLoop · Pattern Hunter
27
The table highlights that ELF trades at higher EV/Sales and EV/EBITDA multiples compared to the peer average, justified by higher growth rates.compare_peers
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
28
The table uses a scenario-based valuation approach to calculate downside risk.show_valuation_bridge
Open slide detailBeat · The VictoryLoop · Cost Of Inaction