Matching slides 37,461
Current window 15,001-15,030
Pages 1,249
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15,001-15,030 of 37,461

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Spruce Point Capital Management branding (pine tree logo).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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Includes a table of financial metrics, a pie chart for debt structure, and a pie chart for analyst recommendations.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide uses a peer group to argue for multiple contraction by highlighting that Skechers' metrics are more aligned with lower-multiple peers than the 'premier' athletic brands.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'Spruce Point Discount' of 20% to arrive at a lower P/E multiple for the SPCM estimate.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
Includes detailed footnotes regarding share counts and EBITDA adjustments.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a red flag icon to signal a warning/contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
Includes a 'Spruce Point Adjusted' row to highlight the impact of their thesis on valuation.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
92
Uses a red flag icon to signal warning/risk. Connects financial data to personal spending (mansions) to imply misalignment of interests.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
93
The slide uses a red flag icon and a red highlight on the Goldman Sachs row to draw attention to the bearish outlier.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
94
The slide uses a red flag icon next to a callout box highlighting valuation concerns and governance issues.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a screenshot from a video to frame the subject's own words against them.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
96
FIGS, Inc. (FIGS)FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
97
This slide serves as a legal disclaimer and framing device to justify using potentially biased or unproven legal discovery materials.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
98
The slide uses red underlining and yellow highlighting to draw attention to specific claims of antimicrobial efficacy.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
99
Uses legal discovery documents to undermine the credibility of the company's scientific claims.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
100
Uses a red flag icon to signal a warning/red flag in the activist report.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
101
Includes excerpts from sworn testimony with red-box highlights emphasizing the lack of silver and failure of antimicrobial claims.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
102
Uses legal interrogatory excerpts to highlight the lack of scientific basis for FIGS's 66% HAI reduction claim.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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Uses a red box to highlight the specific incriminating email text.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
104
Uses a red flag icon to signal a warning or contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
105
Uses a red flag icon to signal an allegation of misconduct.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
106
Highlights legal interrogatories alongside customer service logs to demonstrate a gap between corporate defense and customer reality.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
107
Includes a red-bordered callout box highlighting the core argument and a red-bordered excerpt from a legal document.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
108
Uses a table-like structure to present interview quotes as evidence of misappropriation.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
109
Uses a red flag icon to signal a warning or contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
Uses red flag icon to signal critical commentary on management statements.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
58
The slide uses a before-and-after comparison of executive rosters to argue that the company has de-prioritized technology leadership.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
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The slide uses a direct quote from a JPM conference to establish the expectation, followed by a table of quarterly financial results to demonstrate the failure to meet that expectation.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
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Uses a 'villain' critique style to highlight management inconsistency.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit