Matching slides 60,568
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3,361-3,390 of 60,568

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The slide uses a red box to highlight the 'Estimated Average Annual Savings' column, emphasizing the price disparity.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
88
Includes a CEO quote to highlight the early-stage churn problem.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
96
The slide uses a combination of professional bio data and financial statement snippets to contrast the auditor's experience with the complexity of the target company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
101
The slide highlights the divergence between management selling and share dilution.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
24
The slide uses a red callout box to highlight specific data points in the tables that support the thesis of slowing growth and competitive threat.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
29
The slide uses a table to show the trend of programmatic revenue and the increasing concentration of revenue from two specific partners, culminating in a 'No Disclosure' cell for 2022.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
30
Uses a direct quote comparison to highlight a potential misrepresentation by the company.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
39
The slide uses a comparison table to highlight the lack of transparency in DV's reporting compared to IAS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
57
Includes a table of implied revenue and growth metrics alongside a table of management statements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
68
Uses a red callout box to highlight the contradiction between public messaging and underlying financial/operational reality.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
72
Uses red boxes to highlight specific line items (Gross Profit, Operating Profit) in financial tables to draw attention to the decline.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
87
The slide uses a 'long/short' thesis structure, pairing a long position in IAS with a short position in DV.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
32
The slide uses red boxes and arrows to draw attention to the specific line items that changed between the 2020 and 2021 reports.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
36
Uses a direct quote from an earnings transcript to highlight the contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
38
The slide uses a 'before-after' style logic to contrast revenue vs margin performance, and includes a direct quote from the CFO to expose a contradiction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
45
Uses a 'red arrow' visual to highlight the contradiction between the company's growth claims and the actual margin performance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
46
Uses a 'Quote on Operating Leverage' section to set up the contradiction, followed by a data table to prove the point.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
47
Uses a 'before-after' or 'contradiction' structure to highlight the gap between management narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
54
Includes a callout box detailing the $921M adjustment to cash and cash equivalents.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
58
The slide uses red boxes and arrows to highlight the missing line item in the SEC filing compared to the website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
59
Uses red boxes and arrows to highlight specific line items (Cash, Short-term borrowings, Long-term debt) that contradict the pro forma claims.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
62
Uses a red arrow to visually connect the calculated full-quarter estimate to the market estimate table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
63
Uses red boxes to highlight specific financial figures and the 'No Guidance?' conclusion.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
65
Uses a combination of financial tables and quoted text to build a case for accounting discrepancies.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
69
The slide uses a red arrow to visually link the $432M figure in the table to the $322M disclosure at the bottom.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 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 Inaction2 hits
69
Uses a 'Less Disclosure' callout to highlight the reduction in reporting granularity.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits
76
The slide uses two tables to categorize institutional backing and recent private funding rounds for SIT-focused startups.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
22
The slide uses a 'villain' framing (Samsara) vs 'hero' peers (Axon, MiX) to expose a lack of transparency.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
51
The slide uses a combination of third-party study data and qualitative expert testimony to frame Samsara as technologically inferior.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits