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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 4,441-4,470
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

4,441-4,470 of 10,649

filter-aware
25
Uses red boxes to highlight specific discrepancies in corporate filings and LinkedIn history.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
Includes excerpts from legal filings (Complaint and Counter-Allegations) to support the activist thesis.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Uses red arrows to connect text to specific document snippets.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses LinkedIn profile screenshots and official Florida corporate filings to demonstrate simultaneous roles and shared physical locations.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a 'gotcha' approach by leveraging a public employee review to reverse-engineer revenue figures.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses Indeed.com reviews and Florida Department of Health screenshots to build a case of regulatory non-compliance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses tax return screenshots as evidence of lower historical profitability.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses document evidence to highlight the CFO's role during the formation of questionable business relationships.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses screenshots of Idaho Secretary of State annual reports as evidence of the co-founder's other business activities.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
34
Uses LinkedIn profiles and public license records to map personnel overlap.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses a screenshot of a Glassdoor-style review to imply internal malfeasance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
37
Spruce Point Capital Management branding (pine tree logo).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Includes customer reviews from Amazon and a market share table showing Frontline's decline.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
39
Uses a combination of analyst commentary and direct quotes from company filings to expose a potential inconsistency in reported performance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Uses a combination of corporate filings/quotes and a dual-axis chart to highlight the discrepancy between narrative and financial reality.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses a combination of bar chart, line chart, and data table to frame the 'gap' as a contradiction in management guidance.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses visual evidence of product packaging alongside legal case headers to substantiate claims of IP infringement.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses an FTC staff report to validate the claim that veterinary drug diversion is considered unethical and legally ambiguous.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Uses a process flow diagram to show the evolution of disclosure language.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
45
Uses screenshots of LinkedIn and SEC filings to build a case of non-disclosure.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Includes a visual comparison of the 'Historical' vs 'Future' supply chain and a news clipping about the FTPOA.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a quote from an earnings call to highlight management's focus on 'gross margin dollars' over 'margin percentages' to deflect from margin compression.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses red boxes to highlight the discrepancy between Street guidance and the analyst's adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
49
PetIQ, Inc. (PETQ)PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses a combination of news reporting and photographic evidence to highlight a strategic operational contradiction.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses a visual comparison to highlight operational differences between two business models.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
52
Uses two news clippings to highlight the lack of synergy between Walmart's foot traffic and the specific needs of a veterinary clinic.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
53
The slide uses a 'villain' framing by highlighting a competitor (Essentials PetCare) that Walmart prefers over the subject company (PetIQ).PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Includes a quote from a UK peer (Pets at Home) to illustrate the difficulty of scaling veterinary practices.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide uses a grid of screenshots from Glassdoor reviews to build a case against the company's operational ethics.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit