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15,091-15,120 of 37,461
84
The table highlights 'Partnership & Gov't Risk' as a key differentiator for Clear Secure compared to peers.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
21
The slide uses a 100% stacked bar chart to visualize revenue concentration risk.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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Includes raw data tables for DKNG and competitors in NY, plus a specific comparison for NFL weeks 1-4.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
25
The slide uses a structured table to demonstrate the impact of Kalshi on DKNG's sportsbook handle and subsequent revenue.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
26
The table demonstrates that even in the 'Most Conservative' case, Spruce Point projects a revenue miss against consensus.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
27
The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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Image file /tmp/legacy-images/fab8b03c0201/slides/028.jpg not found on disk; unable to inspect slide.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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The slide uses a side-by-side comparison table to contrast JP Morgan's methodology with Spruce Point's corrected methodology.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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Uses external data (InGame analysis and former employee testimony) to challenge the valuation thesis of the target company.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
31
The slide uses a side-by-side comparison to highlight a calculation error in a sell-side report.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
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The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide argues against a potential pivot to a prediction market model by quantifying the revenue impact.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'villain' framing for sell-side analysts, contrasting their bullish outlooks with the firm's bearish thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
Includes a Bloomberg terminal screenshot showing revenue estimate revisions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a valuation bridge to calculate equity value and share price under two scenarios (Low Case and Base Case).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
142
The slide uses red boxes and arrows to highlight key technical improvements (Urashima light source and High-NA support) within the original English press release text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
143
Uses visual evidence (product photos) to prove a rebranding deception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
144
The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
145
The slide uses historical evidence (2013 presentation, 2016 paper) to debunk a claim of innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
146
The slide uses a screenshot of a LinkedIn post to expose the contradiction between the company's public marketing and the historical reality of their licensing agreement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
147
The slide uses a side-by-side comparison of a patent document and a marketing brochure to expose a contradiction in product originality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
148
Q&A形式の対話による告発。特定の企業（Lasertec, Urashima, Isteq）に対する批判的分析。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
149
The slide presents a Q&A transcript as evidence of a corporate deception regarding product origins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
150
The slide presents a Q&A format to highlight a discrepancy between public corporate announcements and internal/field-level knowledge regarding the origin of the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
51
This slide uses aggressive, activist-style language to frame Nevro as a failing company and Saluda as a disruptive competitor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses strong, accusatory language typical of activist short reports to frame the company's business model as fundamentally broken.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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TMC the metals company Inc. (TMC)TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Victory1 hit