slides · global inventory
Overcoming Monster
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Matching slides 10,649
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7,081-7,110 of 10,649
40
Includes a table of states accepting digital IDs and screenshots of TSA instructional videos.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
41
The slide uses a testimonial to undermine the company's business model by highlighting competitive threats from Apple, PayPal, and MasterCard.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
42
Uses yellow highlighting to emphasize critical parts of the expert's critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
43
Includes a red diagonal strike-through line across the top text block, likely indicating a focus on the contradiction between the two entities.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
44
Uses a screenshot of a website FAQ and a redacted email as evidence of a contradiction.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
45
The slide uses a combination of a photo of the competitor's hardware and a narrative argument about market displacement.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
46
The slide uses a 'villain critique' approach by highlighting specific competitors (Gunnebo, Thales, Micro-X) that are better positioned to solve TSA/airline pain points than the subject company (CLEAR).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
47
Uses a call-and-response format to highlight the gap between internal perception and corporate risk language.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
48
Uses a red arrow to visually connect the company's claim to the contradictory data point in the table.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
49
Uses a quote from CLEAR's CEO to frame the contradiction regarding the viability of their eGate strategy.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
50
Includes a direct quote from a former employee highlighting infrastructure and throughput limitations.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
77
This is a classic Spruce Point Capital Management thesis slide, featuring their signature tree logo.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
78
The slide uses a red callout box to visually emphasize the 'Exited' status of specific shareholders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
83
Uses Bloomberg consensus data to highlight a disconnect between macro airline industry struggles and company-specific financial forecasts.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
84
The table highlights 'Partnership & Gov't Risk' as a key differentiator for Clear Secure compared to peers.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
01
The slide uses a speech bubble to mock the company's product positioning.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
02
iRhythm Technologies, Inc. (IRTC)iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
03
The slide uses alternating row colors to distinguish sections.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
04
The slide uses a precedent table to establish credibility and track record.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
05
Standard Spruce Point Capital Management branding.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
06
The slide serves as a cover/introductory summary for an activist short report.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
07
This is a classic activist short-seller thesis slide, combining product commoditization arguments with regulatory/safety risk exposure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
08
The slide uses a red border to emphasize the critical nature of the content.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Includes a direct excerpt from a government petition to support the claim of an investigation into executive knowledge.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
10
Uses a direct quote from a legal motion to frame the company's defensive legal strategy as an admission of material weakness.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit