slides · global inventory
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Matching slides 118,471
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34,321-34,350 of 118,471
11
The slide uses a yellow background box to highlight the core thesis of the activist short report.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach2 hits
14
Uses red underlining and a red callout box to emphasize the missing disclosure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
35
Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
44
The slide uses a screenshot of a Google AI Overview as an authoritative source to challenge the target company's accounting.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment2 hits
45
Uses red boxes and arrows to highlight specific data discrepancies in executive compensation tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment2 hits
01
The image uses a dramatic metaphor of a burning HVAC unit on a roof during a storm to illustrate the 'overheated' growth story.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 2 hits
07
The slide uses a critical tone to highlight discrepancies between management's growth guidance and actual organic performance.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication2 hits
12
This is a research note from Spruce Point Capital Management, likely part of a short-thesis presentation.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication2 hits
15
The slide uses a yellow background to highlight critical negative findings about specific individuals.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication2 hits
22
Uses a board committee matrix and a legal text excerpt to establish a pattern of governance failure.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
23
The slide uses SEC press release excerpts and proxy statement data to establish a pattern of poor governance oversight by a current director.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
46
The slide uses a table to highlight the outlier status of Kent Island Mechanical compared to other acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
53
Includes a red-line emphasis on a specific risk disclosure from the company's 10-Q.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
54
Uses a red 'X' over the Limbach growth outlook to signify it is no longer referenced.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
59
The slide uses a 'before' table and a 'current' narrative to demonstrate a reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
72
Uses a 'quote vs. reality' structure to expose management's potential bias or lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
74
The slide uses a 'red-lining' technique to emphasize the competitive threat posed by PE-backed platforms.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
01
The slide uses a speech bubble to mock the company's product positioning.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique2 hits
06
The slide serves as a cover/introductory summary for an activist short report.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique2 hits
09
Includes a direct excerpt from a government petition to support the claim of an investigation into executive knowledge.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
11
The slide uses a yellow callout box to emphasize the core thesis. It highlights a disconnect between company claims and actual physician sentiment.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
12
The slide is structured as two distinct sections: one on business headwinds and one on management credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
13
Includes a direct quote from a regulatory consultant to emphasize the severity of the risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
17
Uses a 'not equal' symbol to visually represent the contradiction between management's pitch and reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
20
Uses direct quotes from an official regulatory document to build a case of negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
28
The slide uses red text to emphasize the sequential list of limitations (First, Second, etc.) within the quoted text.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
33
Uses red boxes to highlight specific evidence of AI commoditization in the market.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
43
Uses a quote from an earnings call to frame a 'villain' narrative regarding regulatory compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
44
Includes a process diagram from the IPO prospectus with a red box highlight added by the activist.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits