slides · global inventory
Overcoming Monster
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This is a dense text-heavy slide typical of activist short reports, outlining multiple points of contention regarding the company's medical standards and business ethics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication3 hits
40
Uses a 'before-after' style logic (or 'thesis-antithesis') to frame the industry shift from 'brain power' to 'data management'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
41
The slide uses a 'talent drain' narrative to imply institutional weakness or competitive disadvantage.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
42
Spruce Point Capital Management branding (pine tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
43
Uses Wayback Machine screenshots to demonstrate corporate revisionism.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
44
The slide uses screenshots of news articles as primary evidence to support the thesis of an 'ESG backlash'.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
45
Uses red and green arrows to highlight the contradiction between CFO commentary and actual financial performance.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
46
The slide uses a table to contrast specific quarterly and annual disclosures, highlighting the recurring mention of 'increased capitalization of expenses' as an offset to rising costs.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
47
Uses a table structure to juxtapose regulatory disclosures against executive commentary.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
48
The slide uses a before-after comparison to highlight a specific change in corporate messaging.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
49
The slide uses a table format to highlight the specific change in issuer counts across three reporting periods.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
50
Uses direct quotes to expose potential inconsistencies in corporate reporting regarding headcount growth.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
51
The slide uses a screenshot of an old brochure to prove the lack of updates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
52
The slide uses a screenshot of a website pop-up with an added red arrow and callout box to emphasize the lead generation tactic.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
53
The slide serves as evidence for the thesis that Bloomberg is a significant competitor in the ESG data space.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
54
The slide uses quotes from EU officials to build a case against current ESG rating practices.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
55
Includes footnotes referencing Council Mandate and European Parliament Proposal.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
56
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
57
The slide uses a Q&A format to highlight the competitive advantage of MSCI's ESG ratings due to asset owner mandates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
58
The slide uses a red box to highlight negative trends in organic revenue growth and retention rates.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
59
Spruce Point Capital Management branding (tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
60
Uses a 'villain' framing by linking MSCI leadership to a network of alumni.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
46
The slide uses a quote-like structure to frame the critique of the acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
47
Includes a footnote explaining the 76-day data collection window and proration logic.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
48
The slide details the data scraping process for store-level metrics (agents, address, brand) and transaction-level metrics (completed transactions, pricing, listing details).KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
49
Includes technical details on data scraping methodology using app code and UI elements.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
50
The slide uses screenshots of browser developer tools to demonstrate how transaction data is extracted from the platform's API responses.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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Page 51 of 77KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
52
The slide uses visual annotations (red arrows) to link digital platform data to official government business registration documents.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
53
The slide details a data collection process over two 76-day periods to estimate quarterly GTV.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits