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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 6,121-6,150
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

6,121-6,150 of 10,649

filter-aware
19
This is a classic activist short-seller thesis slide, using a logo and a strong, declarative headline.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a comparative structure to show a pattern of behavior.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 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
22
The slide uses a red box to highlight the Q1 2022 YoY change (36%) and QoQ change (-1%) against historical averages.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
23
The slide uses a red box to highlight the 2021 data point, contrasting it with the 2015-2019 average.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide uses a red flag icon to draw attention to the negative/concerning nature of the data point.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
25
Uses a combination of SEC legal precedent and primary source interview testimony to build a case of management untrustworthiness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
31
Spruce Point Capital Management branding (pine tree logo).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 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
33
The slide uses a peer group to argue for multiple contraction by highlighting that Skechers' metrics are more aligned with lower-multiple peers than the 'premier' athletic brands.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'Spruce Point Discount' of 20% to arrive at a lower P/E multiple for the SPCM estimate.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a medical metaphor (syringe/doctor) to imply a painful 'forensic examination' of the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a 'precedent_table' structure to build credibility by highlighting past successful short calls.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Includes Spruce Point Capital Management logo (pine tree).FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a 'villain critique' approach by attacking the integrity of the founder's narrative.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
07
This is a classic activist short-seller slide designed to undermine management credibility by highlighting discrepancies between public claims and internal/external data.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
08
The slide serves as a summary of legal and ethical grievances against the company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
09
The slide uses anecdotal evidence from former employees and LinkedIn analysis to build a case against the company's leadership.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
10
Slide 10 of an activist deck by Spruce Point Capital Management.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
11
This is a classic activist short thesis summary slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a 'red flag' icon to signal a warning about the company's competitive moat.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
Uses a red flag icon to signal warning/danger.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Uses a red flag icon to signal activist intent; employs a side-by-side comparison structure.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
The slide uses a red flag icon to signal a warning or contradiction of the bull thesis.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a 'before/after' style visual evidence to imply a strategic exit or distancing by the investor.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
This is a classic activist short-seller 'villain' introduction slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
This slide establishes the 'before' or the 'crafted narrative' of the founder's backstory before exposing contradictions in subsequent slides.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a timeline format to systematically debunk a narrative by cross-referencing public records.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit