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slides · global inventory

Development

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

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Matching slides 11,188
Current window 6,091-6,120
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
18 30 60

Beat

6,091-6,120 of 11,188

filter-aware
11
The slide features the Spruce Point Capital Management logo (the tree).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
12
Uses screenshots of press releases to highlight the discrepancy in reporting standards.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
Uses a red flag icon to signal a warning/contradiction. Includes specific 10-K disclosure callouts to challenge organic growth claims.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Uses a red box to highlight negative CAGR in the table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a screenshot of a Piper Sandler financial model to point out specific growth projections for 'Imaging' and 'OVP' segments.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
Includes a Google Trends chart comparing Tri-Heart vs HeartGard and a quote from Heska regarding their manufacturing facility.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
17
Uses a red flag icon to denote a warning/critique.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
18
Uses a 'scil' acquisition as a benchmark to derive implied North American operating expenses.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
19
Spruce Point Capital Management branding (tree logo).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
20
Uses a red flag icon to signal warning/risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
21
Includes a sarcastic callout regarding Heska's CEO statement.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a red flag callout to highlight the competitive disadvantage.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Uses direct quotes from BAML and Barclays conferences to frame the contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a spruce tree icon, likely a branding element for Spruce Point Capital Management.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a red flag icon to highlight the contradiction between management's narrative and SEC filings.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
Uses a visual comparison to undermine the company's claim of proprietary technology.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
29
Uses a red box to highlight the removed list of suppliers between the 2019 and 2020 10-K excerpts.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
30
Uses a red flag icon to denote a warning/contradiction. Includes a direct quote from a conference as a counterpoint to the legal filing.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a red bar for Heska to highlight its underperformance relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a red flag icon to signal warning/risk. The table structure directly maps company risk disclosures to specific business model critiques.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'before-after' or 'contrast' structure to highlight the gap between Heska's disclosure and industry reality.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Includes a red flag icon as a visual metaphor for risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
35
Uses red callouts and arrows to highlight specific claims and pose rhetorical questions.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
The slide uses a table to list dates and league names to demonstrate the volume of partnerships, contrasting this with the claim of low revenue potential.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
50
Uses a dialogue-style contrast between Spruce Point and a former manager to highlight the absurdity of the valuation.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
51
The slide uses a red arrow and underlining to highlight the 'no cost' clause in the contract.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
52
Uses a table to itemize services and their costs, with a red arrow highlighting the VIK clause.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
53
The slide uses a direct excerpt from a legal agreement to support the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit