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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 6,181-6,210
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
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6,181-6,210 of 11,188

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12
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide uses red boxes to highlight the 60% and 32% figures, emphasizing the concentration of growth in specific segments.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
The slide uses a red flag icon to signal a warning or 'red flag' regarding the company's performance.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a red box to highlight the Skechers row in the table.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
Uses a testimonial/interview format to expose brand weakness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses red text to highlight specific pain points within the quotes.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
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
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
20
Uses red boxes to highlight specific inconsistencies in legal documents.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
11
The slide uses a list-based argument structure to challenge the company's market position and growth efficiency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit