Matching slides 25,056
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10,711-10,740 of 25,056

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The slide uses a series of bullet points to build a case for regulatory non-compliance and structural obfuscation.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
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 · Complication1 hit
11
The slide uses a two-section structure to categorize risks: supply chain/operational risks and competitive/market positioning risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
The slide uses a list-based critique format to systematically dismantle the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
13
Slide 13 of a Spruce Point Capital Management activist deck.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
14
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
15
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
16
The slide uses yellow highlighting to draw attention to specific additions or changes in the risk factor language.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
17
The slide uses a table to compare reported vs consensus revenue and guidance ranges over time.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
18
The slide uses highlighted text within the table cells to emphasize negative trends in advertiser spend and geographic performance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
Uses red arrow to visually highlight the shift in reporting scope.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
20
Includes a visual arrow indicating growth deceleration.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
06
Uses a comparison frame to link a general market theory to a specific target company's recent history.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
This is the primary thesis slide for the deck, summarizing the key pillars of the short argument: regulatory issues, accounting skepticism, M&A headwinds, and valuation concerns.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
Uses a 'Promoter vs. Reality' framework to expose market blind spots.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
Uses a classic 'Promoter vs. Reality' framework common in activist short reports.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a 'Featured' podcast episode as a proxy for negative industry sentiment.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
11
Uses a contrast-pairs framework to highlight the gap between corporate claims and activist findings.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
12
This is a classic activist 'thesis' slide, often used as a section divider or opening statement.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
14
The slide uses red boxes to highlight the consistent placement of Terminix as 'Best Overall' across multiple third-party review sites.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
15
Includes a line chart showing monthly visits over time with an annotation for the Terminix/Rentokil merger.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
16
The slide uses Similarweb data to highlight a discrepancy in marketing investment strategy between the two brands.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
17
The slide uses a before/after comparison of search results to illustrate the difference between a generic category search and a brand-specific search.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
18
Uses screenshots of Facebook ads as evidence of competitive discounting behavior.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
The chart is a direct export from Similarweb.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
20
Uses screenshots of past investor materials to contrast with current lack of leadership.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
06
This is a classic activist short thesis slide, focusing on 'broken promises' and 'aggressive accounting'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red text to highlight critical negative findings.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
The slide uses red text to highlight key negative impacts on Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit