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Matching slides 42,534
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19,651-19,680 of 42,534
29
The table highlights that Enfusion's EV/EBITDA multiples (28.1x 2024E) are significantly higher than the peer average (14.4x), despite lower EBITDA margins.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
30
The slide uses a 'short thesis' structure, combining quantitative valuation modeling with qualitative red flags.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
62
The table highlights that ROAD's valuation multiples (EV/EBITDA) are significantly higher than the peer group averages.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
64
The slide highlights ROAD's outlier status in leverage and its lower-than-peer-average margins in the materials segment.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
The slide uses a combination of qualitative expert testimony and a detailed operational/financial comparison table to argue for ROAD's overvaluation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
66
The table highlights ROAD's missing data with '??' in a red-highlighted column.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
67
The chart shows a stock price trend with red icons (likely insider sales) and green icons (likely insider buys).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
69
The slide uses two distinct tables to categorize related-party compensation versus business payments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
70
The slide uses a 'valuation_table' to justify a short thesis, contrasting quantitative downside scenarios with qualitative 'Factors Why ROAD's Valuation Should Compress'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
38
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a comparison table to argue that Dycom's valuation is stretched due to its reliance on MSAs and high customer concentration.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses red bars to highlight Dycom (DY) and a red horizontal line to indicate the peer average.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
43
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, highlighting a significant downside percentage.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
85
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
86
The slide uses red arrows and callouts to highlight the decline in ownership percentage and the introduction of deferred share units as negative indicators.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
87
Uses SEC Form 4 data to contrast the sale date with the company's official announcement date and the trading plan's disclosed window.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
88
The slide uses a yellow callout box to frame the narrative of the data table below it.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
89
The chart uses a dashed blue line to indicate the historical median multiple of 0.658x.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
90
The table demonstrates a bridge from Street valuation to Spruce Point's adjusted valuation by reclassifying convertible preferred stock and adding specific liabilities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
91
The slide uses a comparison table to highlight that REZI's valuation multiples are high relative to its operational performance metrics compared to peers.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
92
The slide uses a split-table format to compare two different business segments of Resideo against their respective peer groups.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
93
The slide uses a sum-of-the-parts (SOTP) valuation approach to justify a bearish thesis.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
11
The slide uses a narrative of 'self-harm' to describe RILY's investment strategy, framing the transaction as a circular fee-generating mechanism.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · SolutionLoop · Iceberg1 hit
12
Includes a specific table analyzing the purchase price allocation for magicJack.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · SolutionLoop · Iceberg1 hit
13
Includes a table of goodwill/intangibles and a line chart showing declining operating margins.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · SolutionLoop · Iceberg1 hit
14
Includes a screenshot of a Badcock advertisement and a line chart showing the rapid increase in FRG's provision for doubtful accounts.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · SolutionLoop · Iceberg1 hit