slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 3,181-3,210
Pages 10,128
Rows per page 30
Component
3,181-3,210 of 303,834
17
Uses a combination of regulatory definitions, company disclosures, and legal expert commentary to highlight potential liability.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
22
Uses red text to highlight incriminating quotes and questions.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
68
The slide uses a red box to highlight the YTD 2023 figures in the table, emphasizing the increase in tax obligations.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
36
Uses legal case excerpts and conference transcripts to build a narrative of poor governance.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
86
Uses highlighted text to draw attention to key market size and growth figures.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory3 hits
53
The slide uses a stark red callout box to emphasize the financial impact of the lost contract relative to Samsara's ARR growth.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
34
Includes a callout box highlighting specific prospectus risks and an image of a Congressional letter.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
37
Uses executive quotes to establish the business model's reliance on buyer-agent leads.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence3 hits
45
Uses a two-column layout to contrast corporate policy with specific allegations.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
57
Uses 'Huh?' callouts to point out visual inconsistencies between company marketing materials and reality.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
78
Uses a red arrow to connect the biography text to the specific news announcement.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
07
The slide uses a two-section structure to attack both the company's business performance and the integrity of its leadership.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster3 hits
82
Uses red boxes and arrows to highlight discrepancies in name spelling and CPA license status.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain3 hits
59
Uses external citations (MIT Credit Union, Medium, Reddit) to build a case of consumer deception.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
95
Uses quotes from earnings calls to highlight potential regulatory/privacy risks.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 3 hits
01
The slide uses a magnifying glass visual to emphasize the '25% MANAGEMENT FEE' text on an insurance policy document.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup3 hits
18
The slide uses a combination of narrative critique and a financial table to highlight discrepancies in the acquisition's value and asset composition.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
59
The slide uses direct quotes from SEC filings to contrast the company's claims of remediation with suspicious accounting reclassifications.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
43
Uses a 'before-after' or 'contradiction' framing by juxtaposing market data against management quotes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal3 hits
32
Uses yellow highlighting to emphasize key critical points in the text blocks.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence3 hits
07
The slide uses a classic activist short-seller report structure, combining a strong headline with a summary of key pillars (AI substance, management/board integrity).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach3 hits
23
Uses red underlining to draw attention to specific incriminating text segments.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter3 hits
08
The slide uses a critical tone to challenge management's narrative regarding organic growth and the recurring nature of their revenue.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication3 hits
07
This is a classic activist short-seller thesis slide, combining product commoditization arguments with regulatory/safety risk exposure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique3 hits
08
The slide uses a red border to emphasize the critical nature of the content.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
35
Uses a combination of a specific case study (Mayo Clinic) and industry commentary (DAIC blog) to support the thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline3 hits
73
Uses a 'before-after' style contradiction to highlight management's lack of transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal3 hits
93
Uses a comparison table to show the reduction in frequency of negative keywords (criminal, fraud, etc.) between two versions of a corporate document.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test3 hits
10
The slide uses a side-by-side comparison of biography excerpts from 2009 vs today to highlight a shift in narrative or focus.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits