Matching slides 110,355
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44,851-44,880 of 110,355

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74
Uses a proxy statement excerpt and a TrustPilot review to build a narrative of misaligned incentives.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Uses screenshots of website policy changes and a renewal discount email as evidence.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses photographic evidence of the office space to contrast with the financial critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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 risk1 hit
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 risk1 hit
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 risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
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 risk1 hit
83
Uses Bloomberg consensus data to highlight a disconnect between macro airline industry struggles and company-specific financial forecasts.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
84
The table highlights 'Partnership & Gov't Risk' as a key differentiator for Clear Secure compared to peers.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
14
Uses red underlining and a red callout box to emphasize the missing disclosure.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Uses direct quotes to highlight the CEO's promotional rhetoric.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
17
Uses a circular diagram to imply a closed-loop financial relationship.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
18
Uses a visual callout to highlight the missing information.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
19
Uses a quote from Leonsis to contrast with the SEC's findings of round-tripping fraud.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
20
Uses a combination of narrative text, screenshots of corporate bios, and legal document excerpts to build a case of deception.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
21
The slide uses a 'guilt by association' narrative, connecting the current Tempus Audit Committee members to past governance failures at another company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
22
The slide uses a 'guilt by association' narrative, focusing on the timing of Barris's departure relative to the disclosure of financial irregularities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
Uses red underlining to draw attention to specific incriminating text segments.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
25
The slide uses a combination of SEC filing screenshots and a stacked bar chart to highlight the discrepancy between the company's branding and its actual revenue composition.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
26
Uses a before-after framing to highlight management's history of misleading investors.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
27
Uses a before-and-after comparison of software screenshots to expose a product flaw.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
28
Uses screenshots from the company's website and roadshow video to demonstrate a lack of basic data integrity.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
29
The slide uses visual callouts to highlight specific data errors (patient name mismatch and date discrepancy) within a software interface screenshot.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
30
The slide uses a screenshot of a Glassdoor review with specific text highlighted in blue to emphasize the 'messy and incomplete' data claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
32
Highlights the specific covenant language in yellow text.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
34
The slide uses a red-bordered callout box to highlight the core thesis and a table to provide chronological evidence of the relationship's decline.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
35
Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit