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Matching slides 37,461
Current window 14,611-14,640
Pages 1,249
Rows per page 30
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14,611-14,640 of 37,461

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31
Includes red box annotations highlighting the convergence of delta and growth trends.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses primary research (interviews) to corroborate quantitative market share loss.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The chart uses a dual-axis combination (bar and line) to correlate revenue guidance raises with quarterly revenue beats.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
The slide uses a 'villain critique' approach to frame the company as a one-product firm with a vulnerable moat.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
The slide uses a series of testimonials from neurosurgeons to undermine the 'bull case' that Penumbra's market share is secure.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
Highlights FDA approval documents for Medtronic React 68 and Stryker AXS Catalyst to show direct comparison to Penumbra's predicate devices.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
The slide uses testimonials to frame a competitive disadvantage for the subject company (Penumbra) regarding pricing power and bundling capabilities.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
The table models five scenarios for Medtronic's aspiration pricing ($4k down to $0) and calculates the resulting financial impact.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
40
Uses direct quotes to establish a 'villain' narrative regarding product quality.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
The slide uses a stacked bar chart to show market growth and a grouped bar chart to compare market share estimates between sell-side and Spruce Point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
The chart highlights a divergence in growth expectations between the market consensus and the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
Spruce Point Capital Management branding (tree logo).Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
Uses testimonials from neurosurgeons and a sales director to undermine management's credibility.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
The slide highlights a red-bordered row for Penumbra, Inc. to emphasize the anomaly.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
46
Uses testimonials from industry participants to support the claim of aggressive marketing tactics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
47
Includes a quote from a Neurovascular Products Sales Director to reinforce the point.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
48
The chart shows a clear upward trend in DSO from Q3-2016 to Q1-2019, supporting the thesis of artificial inflation.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
49
Uses screenshots of LinkedIn and a clinical study abstract to undermine management's strategic decision-making.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
50
Uses red arrows to highlight the correlation between the acquisition timing and financial metrics.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
31
Spruce Point Capital Management branding (tree logo).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
32
Uses a screenshot of a job posting as evidence of Amazon's expansion.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
33
Uses a combination of qualitative narrative and quantitative table data to undermine management's growth narrative.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
34
Uses a three-column layout to present evidence of lack of infrastructure (distributors, management, hiring).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
35
Includes a specific callout regarding the closure of the Latin American office with address and non-working phone number.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
36
The table uses a star icon to denote 'Spruce Point Successful Call', implying a track record of identifying these red flags.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
37
Uses red underlining to highlight specific claims in analyst reports that the activist intends to refute.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide features the Spruce Point Capital Management logo (the tree).Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
39
The slide uses a red flag icon and red text boxes to highlight suspicious language in the company's disclosures.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
40
The slide uses a 'villain critique' style to highlight management's inconsistent messaging regarding their ability to forecast warrant impacts.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Climax1 hit