slides · global inventory
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Matching slides 78,138
Current window 51,211-51,240
Pages 2,605
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51,211-51,240 of 78,138
07
The slide uses a 'short' thesis approach, arguing that the stock's performance is artificial and disconnected from underlying client risks.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
17
The slide uses a red dashed box to highlight the period of interest (2022-1H24) and a corresponding red callout box to summarize the thesis.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
18
The slide uses a dual-axis chart to illustrate the inverse relationship between underwriting risk (Combined Ratio) and growth (DWP), suggesting a future period of reduced growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
33
The slide uses a candlestick chart to illustrate the negative market reaction to a specific corporate decision.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
34
Uses a candlestick-style chart to show quarterly P/E ratio volatility.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade1 hit
57
The slide uses donut charts to visualize survey responses regarding agent supervision.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
59
The slide uses a screenshot of an official NAIC report to substantiate the claim of poor agent discipline.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
61
The slide uses a red box callout to emphasize the IUL dominance. The chart shows a clear CAGR of 8% over the period.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
Includes screenshots of YouTube videos and Reddit threads questioning WFG's legitimacy.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a red circle and a red callout box to emphasize the negative trend in multi-ticket agents.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
11
Uses a waterfall-bridge chart to expose the gap between company claims and reality.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
13
Uses a causal chain framework to link financial metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
14
Uses a timeline-style visual to highlight the break in historical pattern.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
24
The slide uses a combination of a bar chart for averages and a line chart for time-series data to illustrate the trend.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Includes a callout box highlighting the contradiction between study findings and company marketing.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Includes a red box and underline for emphasis, and a direct quote from a Procept CCO earnings call to highlight the contradiction.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
The slide uses a red box to highlight the spike in malfunctions post-Q3 2023.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Includes a histogram of prostate sizes and a supporting quote from a urologist.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a histogram with red annotations to highlight market segments where the product is less competitive or not indicated.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Includes a chart showing stable intervention rates and a quote from a urologist supporting the shift toward less invasive procedures.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a red box to highlight a cluster of companies (ESTA, STAA, PRCT, DXCM) and a red horizontal line to denote the peer median of 55 days.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
Uses a causal chain framework to link operational metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide uses red icons to denote selling activity on a stock price line chart.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
97
The slide uses a bar chart to show valuation multiples and a comparison table to expose the gap in scale and performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Includes a stock chart with a callout annotation marking the warning date.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
18
Uses a specific precedent (Granite Construction) to frame the high DSO as a red flag for potential accounting fraud.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
19
The slide uses a before-and-after comparison to show how the company's financial reporting metrics have shifted over time.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
32
The slide uses a table of management quotes alongside a bar chart to visually demonstrate the discrepancy between stated performance drivers and actual margin trends.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
33
The slide uses a FOIA request to establish a trend of declining contract value, suggesting potential financial shortfalls for the company (ROAD).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit