slides · global inventory
Hook
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,329
Current window 1,921-1,950
Pages 211
Rows per page 30
Beat
1,921-1,950 of 6,329
04
The slide uses a collage of marketing materials to frame the company as a 'marketing machine' rather than a healthcare company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
01
Uses a metaphorical illustration of people struggling to push a boulder labeled 'Scientific Truth' away from a path labeled 'PROGRESS'.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
Progyny, Inc. (PGNY)Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short campaigns.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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Progyny, Inc. (PGNY)Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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Progyny, Inc. (PGNY)Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
01
The slide uses a highly provocative, metaphorical image of a kitchen infested with pests to frame the target company (a pest control firm) negatively.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
02
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
03
The slide uses a 'precedent_table' to establish credibility by showing past successful short calls.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
04
Rollins Inc. (ROL)Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
05
Features the Spruce Point Capital Management logo (pine tree).Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction1 hit
01
The slide uses a metaphorical image of a driver looking in the rearview mirror at a clown, implying the company's management or promotion is a joke or dangerous.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Samsara Inc. (IOT)Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses a table to contrast initial concerns with subsequent negative outcomes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Uses a grid of screenshots to visually demonstrate the 'ubiquitous promoter' thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Uses CNBC interview screenshots as evidence of promotional activity.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
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Includes Spruce Point Capital Management logo and confidentiality disclaimer.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is the opening slide of an activist short report.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller thesis slide focusing on business model quality and accounting aggressive-ness.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide is structured as a list of three main thematic sections: margin concerns, supply chain/geopolitical risk, and growth/market penetration skepticism.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
The slide uses a 'villain' narrative by linking the company to controversial figures and past legal issues to justify a short position.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
Uses red arrows and underlines to draw attention to specific risk factors in the company's 10-K.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses a correlation argument between marketing agency engagement and stock performance.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
08
The slide uses a side-by-side comparison to highlight a reputational risk/contradiction.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
09
The slide uses a table to contrast demographic data across three organizational levels: Board, Senior Leadership, and All Employees.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
01
The imagery of rats and insects in a storm drain is a metaphorical 'villain' critique, suggesting the company is 'dirty' or 'infested'.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
Essential Utilities, Inc. (WTRG)Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
03
Includes a screenshot of the individual's Twitter profile.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
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Essential Utilities, Inc. (WTRG)Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit