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Matching slides 110,355
Current window 41,101-41,130
Pages 3,679
Rows per page 30
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41,101-41,130 of 110,355

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07
The slide uses a standard SOTP valuation structure to derive a 26% upside potential.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
The slide contains two distinct sub-sections (left and right) summarizing market position and sales data.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
10
The slide acts as a summary of three other slides (12, 13, 21) from the original deck.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
11
Includes a process flow diagram for Rx management and two feature-set breakdowns for clients and veterinarians.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
12
The slide uses a side-by-side comparison of two different branded versions of the same platform to demonstrate the white-label capability.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
13
Uses a simple additive equation visual to represent the merger.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
14
Slide 14 of an activist deck by Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
15
The slide uses a split-box layout to contrast the benefits of the two resulting entities.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
16
The table lists 30 historical spin-off examples with their respective tickers and returns compared to the S&P 500.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
17
The slide uses a side-by-side comparison table to argue that Vets First Corp has a stronger growth story than the recently IPO'd Elanco.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
18
The slide uses historical performance data to validate the investment thesis that spin-offs are a favorable asset class.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
19
The slide uses a table to show cross-ownership patterns among major institutional investors.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
22
The slide uses a visual arrow to contrast the company's '5,000' claim with the analyst's '7,900' data point.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
23
The slide uses a hierarchical tree diagram to segment the total addressable market.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
24
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
26
The slide uses four distinct data tables to summarize survey findings from Spruce Point Capital Management.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
27
The slide uses direct quotes to build credibility for the activist thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
29
The slide uses a table to contrast analyst consensus with the author's bullish thesis.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
31
Includes specific footnotes regarding adjustments and margin estimates.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
32
The slide uses a CEO quote to justify the $500k incremental revenue assumption in the table.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
33
The slide highlights a discrepancy between sell-side analyst 'whisper' numbers and the activist's own projections.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
34
The table uses 'x' marks to indicate coverage by specific financial firms across various tickers.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
35
The chart uses a blue horizontal line to represent the long-term average multiple of 13.4854x.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
36
Includes a callout explaining the valuation discount applied to legacy HSIC.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
37
The slide highlights Vets First Corp's superior EBITDA growth projections compared to established industry peers.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
38
The bull case is highlighted with a green box, emphasizing the potential upside based on a higher multiple for Vets First Corp.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
39
The table segments peers into 'Medical / Dental Distribution / Dental Supply' and 'Animal Health - Fast Growing'.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)1 hit
07
The slide uses a mix of market data and Spruce Point's own forensic analysis to argue that the company is overvalued.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a stock price chart with callouts to highlight specific dates and events that the author claims are misleading or problematic.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit