slides · global inventory
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Matching slides 118,471
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34,291-34,320 of 118,471
41
Uses a table format to present qualitative evidence from interviews to contradict company claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
48
Uses side-by-side comparison of two Procept investor presentations to expose a shift in narrative that the activist deems unrealistic.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown2 hits
52
The slide uses a combination of AHRQ NIS data and Dowling (CMS) data to triangulate procedure volumes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown2 hits
67
Uses a combination of company-specific highlights, expert testimonials, and direct quotes to undermine the target company's market position.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer2 hits
69
Includes a direct quote from a urologist validating the superiority of laser-based HoLEP over waterjet-based ablation.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Voice Of Customer2 hits
72
Uses an orange analogy to explain the anatomical mismatch of the technology.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
73
Includes a quote from a Spruce Point interview with a urologist to cast doubt on the target company's market positioning.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
78
The slide uses a red box to highlight the DSO trend and red underlining in the text to emphasize the fraudulent nature of the sales.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
79
The slide uses a Bloomberg terminal screenshot to highlight the trend in DSOs from 2007 to 2011.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
85
Uses a combination of regulatory disclosure and primary source interview data to build a case of corporate malfeasance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
91
Includes a quote from a former executive to support the claim of an expensive, high-touch sales model.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
100
The slide uses a standard activist short-seller valuation bridge format.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The image uses a pun on 'asphalt' (as-faulty) and depicts a road construction scene, likely implying the company is about to be 'run over' or is in a dangerous position.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook2 hits
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 Inaction2 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 Breakdown2 hits
19
Uses a red box and arrow to highlight the omission of Charter from the FY 2023/2024 table.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
10
Uses visual evidence to contradict the authenticity of company marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
20
The slide uses external citations (CryptoSlate, VanEck, Sensor Tower, Chainalysis) to build a bearish case against traditional remittance players.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
60
Uses a red arrow to visually connect Gail Miller's tenure at Remitly to the Shift4 restatement event.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
62
Uses red arrows to connect the subject's bio to specific negative allegations/reports.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
65
The slide uses a specific example of a co-founder's pledged shares to argue against poor governance practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
50
Uses a red box highlight on the table to emphasize the concentration of roles.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
71
Uses a combination of a data table and an annotated stock chart to correlate insider selling with specific negative corporate events.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
06
The slide uses a numbered list to structure the short thesis, typical of activist investor presentations.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized2 hits
41
The slide uses a testimonial to undermine the company's business model by highlighting competitive threats from Apple, PayPal, and MasterCard.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction2 hits
48
Uses a red arrow to visually connect the company's claim to the contradictory data point in the table.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction2 hits
64
Includes a testimonial from a former employee and a chart showing the divergence between Gross Dollar Retention and Net Member Retention.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 2 hits
68
The slide highlights a $196.8M TRA liability and 82.1% voting control by insiders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 2 hits
01
The slide uses a storm metaphor with bubbles containing stock tickers (INWK, HMK, TEM, GRPN) and exchange names (NASDAQ, NYSE).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context2 hits
08
The slide uses a narrative-heavy approach to expose potential fraud or financial engineering in corporate partnerships.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach2 hits