slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 35,311-35,340
Pages 3,683
Rows per page 30
Component
35,311-35,340 of 110,471
08
This is a classic activist short thesis summary slide, highlighting both financial anomalies and governance/management concerns.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
43
Uses red underlines to highlight specific text in source documents.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain2 hits
11
The slide uses a two-part structure to attack both the CEO's track record and the company's international reporting transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
12
The slide uses a two-part structure to highlight accounting issues and growth concerns.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
06
The slide uses a vertical red arrow visual to connect the thesis summary to specific evidence points.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal2 hits
08
The slide uses a red arrow visual to denote a downward trajectory or negative critique of the company's financial health.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal2 hits
23
Uses visual evidence (screenshots) to highlight a shift in corporate messaging.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique2 hits
55
Uses a red flag icon to signal a warning/contradiction.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction2 hits
07
The slide uses a two-section bulleted list structure to categorize current reporting issues versus future revenue headwinds.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment2 hits
58
The slide uses a red flag callout to emphasize the risk posed by competitors.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
62
Uses a comparison frame to contrast two competitors in the fertility/women's health space.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
86
The slide uses a side-by-side comparison to frame the company's narrative as manipulative.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
10
The slide uses a red flag icon to signal warning/risk regarding the partners listed.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
29
The slide uses a red flag icon to signal a warning or contradiction.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
09
The slide uses anecdotal evidence from former employees and LinkedIn analysis to build a case against the company's leadership.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment2 hits
11
This is a classic activist short thesis summary slide.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
45
Uses a red flag icon to denote a critical finding.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg2 hits
83
Uses screenshots of supermarket websites to prove product unavailability.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
97
Uses direct quotes from conference calls to highlight the gap between management's narrative and the analyst's assessment of the situation.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
108
The slide uses a chronological sequence of press clippings to demonstrate ongoing restructuring efforts.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 2 hits
13
Uses a vertical red arrow as a visual anchor for the thesis flow.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter2 hits
51
The slide uses a mix of narrative summary and specific strategic highlights (acquisitions and production expansion) to frame the competitive threat.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
53
Includes a mix of charts, press release excerpts, and a comparative table of expansion metrics.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
27
Uses red boxes to highlight the specific change in language between the two reporting periods.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
142
The slide uses a red flag icon to draw attention to the potential risk associated with the executive's past.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
41
Uses red boxes and callouts to highlight specific accounting adjustments in financial tables.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
79
Uses a red flag icon to highlight the core thesis of the slide.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
66
Uses a red flag icon to denote a 'red flag' or warning about the company's claims.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
52
The slide uses a red callout box to emphasize the severity of the audit findings.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
Uses a red line to visually connect the new risk factor in the 2022 list to the highlighted text above.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 2 hits