slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,138
Current window 51,091-51,120
Pages 2,605
Rows per page 30
Component
51,091-51,120 of 78,138
68
The slide uses a table for HIMS vs Ro growth metrics and a line chart for HIMS vs GoodRx historical unique visitors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
70
Uses red underline emphasis to highlight specific data points in the text.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
75
Uses a 'gotcha' style comparison showing the 'hers' website still referencing male-specific medical conditions (erectile dysfunction) in its intake forms.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses red boxes to highlight specific markets (UK, Indonesia) that contradict HIMS' growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
93
The slide uses a table to highlight YoY growth discrepancies and a line chart to visualize the trend of acquisition costs vs revenue.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
96
The slide uses a combination of professional bio data and financial statement snippets to contrast the auditor's experience with the complexity of the target company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
04
Uses a stock chart with annotated events to highlight the CEO's exit timing relative to share price performance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
08
Uses a 'before-after' or 'causal-chain' logic to link specific corporate actions to stock price movements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
32
Uses a peer quote to contradict the company's outdated 'Well Diversified' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
44
Uses a combination of a stock chart with annotations and a press release screenshot to establish a negative association.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
70
Uses Wayback Machine screenshots to compare historical vs current data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
79
The chart uses red icons to denote insider selling events.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
12
Uses a 'before-after' style narrative to link a hire to a previous 'villain' critique.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
Uses a side-by-side comparison of company claims vs. internal expert testimony.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
Uses a 'red arrow' visual to highlight the contradiction between the company's growth claims and the actual margin performance.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
73
The slide uses a combination of narrative text and a stock price chart with annotated events to build a case against the board member's track record.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
80
The slide uses a table to show price target changes and a pie chart to show analyst sentiment distribution.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
13
Includes a quote from an industry expert and a summary table of the deal's strategic rationale.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
15
Includes a line chart showing monthly visits over time with an annotation for the Terminix/Rentokil merger.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
19
The chart is a direct export from Similarweb.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
73
The slide uses a quote from a 2019 earnings call to frame the contradiction against the revenue data.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The slide uses a table of analyst ratings and a pie chart of rating distribution to frame the market consensus as overly optimistic.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
Uses CNBC interview screenshots as evidence of promotional activity.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
15
Uses a bar chart to compare inventory levels of Samsara (IOT) against other SaaS peers to highlight the outlier status.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a bar chart of revenue over time to visually anchor the critique of the company's growth strategy.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
Uses a red box to highlight the contradiction between the company's 'non-vehicle' claim and the reality of the underlying revenue source (refrigerated trailers).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
The slide uses a stacked bar chart to visualize the 'implied' revenue mix versus the company's reported figures.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a red box to highlight Samsara's 4th place ranking in the table.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Includes a quote from a former Omnitracs sales director to support the thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit