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46
Standard Spruce Point Capital Management section divider.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
47
The slide highlights that despite price target adjustments, the implied upside remained constant at 14% on average, suggesting analysts are not adjusting their long-term outlooks sufficiently.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
48
Uses a 'mature business' valuation framework to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
49
Uses a reverse-valuation (implied growth) approach to expose overvaluation.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
17
The slide uses a side-by-side comparison table to argue that Vets First Corp has a stronger growth story than the recently IPO'd Elanco.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
18
The slide uses historical performance data to validate the investment thesis that spin-offs are a favorable asset class.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
19
The slide uses a table to show cross-ownership patterns among major institutional investors.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
20
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
22
The slide uses a visual arrow to contrast the company's '5,000' claim with the analyst's '7,900' data point.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
23
The slide uses a hierarchical tree diagram to segment the total addressable market.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
24
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
25
Includes a callout box highlighting growth metrics for cohorts.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
26
The slide uses four distinct data tables to summarize survey findings from Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
27
The slide uses direct quotes to build credibility for the activist thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
28
Spruce Point Capital Management branding (tree logo).Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
29
The slide uses a table to contrast analyst consensus with the author's bullish thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
30
Includes specific callouts for methodology (survey results and vet practice onboarding rates).Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
31
Includes specific footnotes regarding adjustments and margin estimates.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
32
The slide uses a CEO quote to justify the $500k incremental revenue assumption in the table.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
33
The slide highlights a discrepancy between sell-side analyst 'whisper' numbers and the activist's own projections.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
34
The table uses 'x' marks to indicate coverage by specific financial firms across various tickers.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
35
The chart uses a blue horizontal line to represent the long-term average multiple of 13.4854x.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
36
Includes a callout explaining the valuation discount applied to legacy HSIC.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
37
The slide highlights Vets First Corp's superior EBITDA growth projections compared to established industry peers.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
38
The bull case is highlighted with a green box, emphasizing the potential upside based on a higher multiple for Vets First Corp.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
39
The table segments peers into 'Medical / Dental Distribution / Dental Supply' and 'Animal Health - Fast Growing'.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
40
This is a standard 'risks' slide in an activist short report, acknowledging potential counter-arguments to the long thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
45
The slide uses a P/E multiple valuation approach to justify a significant downside target.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
46
Uses a vertical list of red arrows to emphasize the negative points.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit