Matching slides 60,568
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3,481-3,510 of 60,568

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The slide uses a red-line emphasis to highlight the removal of the 'Non-cash' descriptor in financial reporting.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
69
The slide uses a 'villain' framing (Limbach) vs 'hero' peers (FIX, EME) to argue for a lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
78
The slide uses a red line to visually connect Limbach's position across the two tables, emphasizing the decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
29
Uses proprietary survey data (n=100) and a Tegus interview to support the thesis of commoditization.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
49
The slide uses survey data to undermine the company's marketing claims regarding AI differentiation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
53
The slide uses a 'before-after' or 'contradiction' framing to highlight a discrepancy between management narrative and actual headcount distribution.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
55
Uses a side-by-side comparison to highlight regulatory risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
81
Uses a 'villain critique' style to contrast management claims with actual performance data.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
98
Includes footnotes regarding share counts, cash, and debt adjustments.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 2 hits
24
Uses red underlines and boxes to highlight specific data points in tables.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
29
The slide uses a side-by-side comparison table to contrast JP Morgan's methodology with Spruce Point's corrected methodology.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In2 hits
31
The slide uses a side-by-side comparison to highlight a calculation error in a sell-side report.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
27
Uses red boxes to highlight the specific conflicting data points in a side-by-side comparison.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
29
Highlights the discrepancy between earlier projections and the September 2025 update.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
47
Uses red arrows to visually connect the disappearance of data points across different time periods.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 2 hits
76
Uses a red-bordered callout to emphasize the contradiction between the CLO's active status and the lack of disclosure.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 2 hits
31
Uses red arrows to highlight negative trends in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
36
The slide uses a red box to highlight the gap between the 'Products & Solutions' segment targets and the actual organic performance calculated in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
64
Uses a split-screen layout: left side defines the categories and their 2022 sales/TAC; right side provides a timeline of management quotes highlighting the contradiction.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
73
The slide uses a table to compare cash taxes vs. provision for income taxes to highlight a discrepancy.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
82
Uses red arrows and question marks to visually demonstrate the missing data point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 2 hits
08
Uses visual callouts to point out the discrepancy between the 100% claim and the 89.29% reality.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In2 hits
10
Includes a detailed financial table and a specific callout box highlighting the $30.7M adjustment.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
14
The slide uses a combination of a timeline table and a financial table to demonstrate questionable strategic rationale.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
26
The slide uses a 'before-after' or 'contradiction' framing to highlight a discrepancy between a third party's claims and the target company's own disclosures.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
36
Uses red boxes and arrows to highlight specific data points in a table and text block to build a narrative of hidden control.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
40
The slide uses a combination of narrative analysis and direct quotes to contrast the company's stated pivot to construction with the loss of its primary construction lead.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
41
The slide uses a combination of narrative text, data tables, and a callout box to link a controversial individual to the company's filings.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
45
The slide uses a combination of tables (filings) and text (legal summary) to establish a pattern of association with a bad actor.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
58
The slide uses a table to contrast a 'Buy' rated analyst with a paid research firm to undermine the market's bullish sentiment.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits