slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,451-3,480
Pages 2,019
Rows per page 30
Component
3,451-3,480 of 60,568
13
Uses a causal chain framework to link financial metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
30
Uses a table-like structure to contrast procedure risks and provide expert testimonials.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
31
Uses expert testimony (urologist interviews) to undermine the company's market positioning.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
37
The slide uses red underlining to emphasize the 'FDA Determined Cause' for both recalls.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
39
Uses a combination of expert testimony and regulatory documentation to cast doubt on the safety profile of the procedure.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
Includes a table comparing disclosed utilization vs. calculated utilization, and a table from AUA 2023 Census on procedure volume.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
59
Includes a red-boxed excerpt from official CMS documentation highlighting specific clinical criteria.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
81
Uses a causal chain framework to link operational metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
94
The slide uses a 'villain' framing by highlighting the disconnect between high valuation and poor financial performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
99
Includes a table of historical and projected financials with a highlighted 'Period of massive uncertainty'.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
11
The slide uses two tables to categorize PE activity into 'ROAD's Markets' and 'Other Markets'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
21
Uses a 'before-after' comparison of 10-K language to highlight potential revenue manipulation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment2 hits
24
The slide uses data tables to contrast performance metrics and highlight negative trends in volume and pricing.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof2 hits
47
Uses a red arrow to highlight the margin discrepancy between the two presentations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
59
The slide uses a red arrow to visually connect the 'Inaccurate Financial Data' box to the 'Spruce Point's Pro Forma Adjusted Capital Structure' table, emphasizing the correction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
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 Inaction2 hits
30
Uses red boxes and arrows to highlight specific data points and call out inconsistencies in reporting.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
35
The slide uses a 'villain' framing technique to discredit the executive.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
36
Uses red highlighting to emphasize negative keywords in the quoted text.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
25
The slide uses a red box to highlight the 2% growth figure in 2024 and a callout box to emphasize the stalling expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
27
Uses a table to contrast management quotes with employee testimony and maps new product launches to Amazon-only availability.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
44
The slide uses two side-by-side tables to contrast financial performance with auditor compliance details.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
64
The slide uses a red box to highlight the 'Additions to intangibles' line item across two periods to demonstrate a mathematical discrepancy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
78
The slide uses a red callout box to visually emphasize the 'Exited' status of specific shareholders.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk2 hits
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk2 hits
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk2 hits
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk2 hits
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
47
The slide uses a waterfall-style calculation to bridge the gap between reported TCV and the estimated TCV, highlighting a 'hidden' reduction.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment2 hits
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap2 hits