slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
Current window 7,141-7,170
Pages 355
Rows per page 30
Arc
7,141-7,170 of 10,649
41
The slide uses direct quotes from an FDA Form 483 to build a case of regulatory negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
42
Uses direct quotes from a legal complaint to build a case of corporate misconduct.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
43
Uses a quote from an earnings call to frame a 'villain' narrative regarding regulatory compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
44
Includes a process diagram from the IPO prospectus with a red box highlight added by the activist.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
45
The slide uses direct quotes from interviews to undermine the company's defense regarding their product safety and reporting obligations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
46
Uses red text to emphasize critical phrases in employee quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
47
The slide uses a table format to present qualitative evidence (employee testimonials) to support the thesis of operational failure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
48
Uses excerpts from an FDA Form 483 and a legal complaint to undermine the company's technical credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
49
The slide uses survey data to undermine the company's marketing claims regarding AI differentiation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
50
Uses a 'before-after' or 'contradiction' structure to undermine corporate claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
51
Uses a 'quote-and-critique' structure to expose potential regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
52
The slide highlights a potential reputational and operational risk for iRhythm by contrasting their offshoring practices with customer preferences.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
53
The slide uses a 'before-after' or 'contradiction' framing to highlight a discrepancy between management narrative and actual headcount distribution.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
54
Uses a 'guilt by association' framework by linking iRhythm's vendor (Techindia) to a prior legal settlement involving the same vendor.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
55
Uses a side-by-side comparison to highlight regulatory risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
56
Uses an iceberg diagram to visualize the discrepancy between reported and total complaints.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
57
Spruce Point Capital Management branding (pine tree logo).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
58
Uses a quote from the CEO to highlight the discrepancy between the company's 27M+ TAM claim and the 6.5M current market reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
59
Uses a red 'not equal' symbol to visually represent the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
60
The slide uses official medical guidelines to undermine the thesis of companies relying on asymptomatic screening.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
61
The slide uses direct quotes from survey respondents to build a case against the company's business model of expanding monitor usage to PCPs.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
62
The slide uses a survey of 100 cardiologists to undermine the value proposition of the company's automated reporting service.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
63
Uses a combination of expert testimony and industry guidelines to undermine the company's growth narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
64
Uses a table-like structure to present arguments against the company's value proposition.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
65
Uses a direct quote from an earnings call to highlight a perceived contradiction in management's market sizing narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
66
The slide uses red boxes and underlines to highlight specific data points and text that contradict the iRhythm thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
68
The slide uses a red callout box to explicitly link Apple's recent FDA approvals to iRhythm's historical business model.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
69
Uses direct quotes from CEO and CMO to expose the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
70
Uses red boxes to draw attention to the author's name and current employment status.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit