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Matching slides 110,471
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35,341-35,370 of 110,471
11
The slide uses a two-section structure to categorize risks: supply chain/operational risks and competitive/market positioning risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication2 hits
14
The slide uses a red background for the 'Why Spruce Point Believes the HIMS Model Is Broken' section to emphasize the negative outlook.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique2 hits
34
Uses red callout boxes to highlight contradictions between 10-K filings and company blog posts.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
45
The slide uses a two-column layout to contrast expert analysis with whistleblower claims.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
47
Uses a 'before-after' or 'evidence-matrix' style to link official filings with anecdotal employee evidence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
56
Uses a 'preempt_rebuttal' style layout to directly refute specific analyst claims from Needham and Barclays.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
71
The slide uses a quote to establish a narrative about industry maturity and then pivots to personal status updates of the founders to imply a shift in focus or commitment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
31
Uses direct quotes from company 10-K filings to frame a narrative of corporate contradiction.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
09
This is a classic activist short-seller thesis slide focusing on business model quality and accounting aggressive-ness.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
28
The slide uses a two-column comparison structure to critique two specific accounting practices.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg2 hits
53
The slide uses a stark red callout box to emphasize the financial impact of the lost contract relative to Samsara's ARR growth.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
55
Uses external news citations to undermine the company's market position.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 2 hits
82
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing a company document (left) with executive quotes (right).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
83
Uses red callout boxes to highlight contradictions in the company's stated strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
111
Uses red callouts to highlight specific points of contention regarding the nominee's experience and the committee's scope.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
63
Uses Redfin marketing materials to frame a critique of Zillow's transparency.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
42
The slide uses a precedent to validate the thesis that WSP is engaging in similar accounting practices.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
97
Uses a table to demonstrate the discrepancy between GAAP and cash-based tax reporting.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain2 hits
09
This is a text-heavy slide typical of activist investor presentations, focusing on reputational and operational risks.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
17
Uses a 'quote-response' structure to expose management's lack of transparency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
43
Uses expert network testimony (Tegus) to undermine the investment thesis.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
92
Uses a 'villain' framing by contrasting Intuit's claims of competitive advantage with potential legal risks regarding data usage.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
96
The slide uses a 'villain' framing by highlighting repeated security failures to undermine trust in the company's core competency.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
23
The slide uses red underlining to highlight specific red flags in the text, which are then referenced in the bottom callout box.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
34
Uses red callout boxes to highlight specific manipulative tactics identified by the activist.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
36
The slide uses a yellow callout box to highlight the core accusation. It presents two lists of 'subliminal' talking points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
38
The slide uses a comparative structure to contrast the 'Code of Conduct' and 'Rules and Guidelines' against the underlying manipulative intent.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
47
The slide uses a 'Code of Conduct' list to show specific books agents are forced to buy, linking them to senior leadership enrichment.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
63
This slide serves as a foundational definition for the activist report, explaining the product mechanics before critiquing them.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits