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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 45,091-45,120
Pages 3,679
Rows per page 30
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45,091-45,120 of 110,355

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22
Includes raw data tables for DKNG and competitors in NY, plus a specific comparison for NFL weeks 1-4.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
23
The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
26
The table demonstrates that even in the 'Most Conservative' case, Spruce Point projects a revenue miss against consensus.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
27
The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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 In1 hit
30
Uses external data (InGame analysis and former employee testimony) to challenge the valuation thesis of the target company.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
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 Victory1 hit
32
The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide argues against a potential pivot to a prediction market model by quantifying the revenue impact.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'villain' framing for sell-side analysts, contrasting their bullish outlooks with the firm's bearish thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
Includes a Bloomberg terminal screenshot showing revenue estimate revisions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
The chart uses a broken axis for the handle bars. The red box highlights the 8.7% margin in Q2 2025 as an outlier.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide uses red boxes to highlight cumulative handle figures across different weeks of NFL games on the Kalshi platform.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
The red boxes highlight the cumulative handle figures for each week.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a screenshot of a betting platform to point out a massive discrepancy in reported handle figures.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses red boxes to highlight specific timestamps and payout data points to draw attention to the comparison.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
The slide uses red boxes to highlight specific odds and timestamps to suggest a direct comparison of market efficiency or pricing.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses red boxes to highlight specific UI elements for comparison.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses red boxes to highlight specific odds and payout calculations on the Kalshi mobile interface.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide highlights the discrepancy in potential returns for the same wagers, suggesting better value on the Kalshi platform.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide uses a grid of screenshots to demonstrate discrepancies or differences in odds/market behavior between the two platforms.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
14
The slide uses a timeline-annotated stock chart to highlight key corporate events and failures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a red callout box to highlight the contradiction of splitting up interdependent businesses.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
20
Uses a table format to contrast historical management quotes against current lack of disclosure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
21
The slide highlights specific concerns about channel dependency and market consolidation via private equity.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
22
Includes a logo grid of industry players.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
23
Uses highlighted quotes to contrast management's stated goals with the reality of lingering ERP issues.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses red highlighting to emphasize key criticisms regarding the company's structural integration and operational challenges.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses red highlighting to emphasize key negative points about business complexity and competitive threats.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit