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Matching slides 37,461
Current window 15,061-15,090
Pages 1,249
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15,061-15,090 of 37,461

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83
Uses red callout boxes to highlight contradictions in the company's stated strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a 'villain' narrative by framing insider selling as a signal of lack of confidence despite 'optically' good results.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a comparison table to argue that Samsara's core business is at risk of obsolescence due to superior ADAS technology.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a callout box to frame the thesis and red boxes to highlight negative business attributes of the peer groups.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a confrontational tone ('Kool-Aid', 'nonsense') typical of activist short reports.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a 'Spruce Point Price Target' table to justify a bearish thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
27
The table highlights that ELF trades at higher EV/Sales and EV/EBITDA multiples compared to the peer average, justified by higher growth rates.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The table uses a scenario-based valuation approach to calculate downside risk.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
119
Spruce Point Capital Management branding (pine tree logo).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
120
The slide uses a 'Spruce Point Adjusted' methodology to reclassify liabilities as debt, resulting in a higher leverage ratio (3.1x vs 2.2x).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
121
The slide uses a bar chart to contrast FND's peers against a Pool Corp warning callout to argue that FND's growth targets are unrealistic.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
122
The slide highlights FND's premium valuation relative to peers, specifically calling out adjusted estimates for operating expenses.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
124
Uses direct quotes from company 10-K filings to validate the thesis of tariff-related risk.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
125
The slide uses a standard valuation bridge format to derive equity value from enterprise value, then calculates share price and downside.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
75
Spruce Point Capital Management branding (pine tree logo).Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
The slide presents a bearish 'Low' case versus a 'Base' case, highlighting specific regional and operational headwinds.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
The slide highlights that Aegon trades at a discount to peers, but argues this discount is insufficient given the risks associated with the WFG MLM structure.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
The slide uses a sum-of-the-parts valuation to justify a significant downside risk estimate.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
Aegon Ltd. (AEG)Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
This slide serves as an appendix or reference list of web domains.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a callout to specifically identify Eric Olson as a GFI founder and competitor.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
This is a classic Spruce Point Capital Management thesis slide, featuring their signature tree logo.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
78
The slide uses a red callout box to visually emphasize the 'Exited' status of specific shareholders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
83
Uses Bloomberg consensus data to highlight a disconnect between macro airline industry struggles and company-specific financial forecasts.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit