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 51,241-51,270
Pages 2,605
Rows per page 30
Component
51,241-51,270 of 78,138
42
Uses a 'before-after' style juxtaposition of company marketing materials vs. critical expert commentary.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
43
Includes a CEO quote to frame the company's own narrative on margins, which the slide then challenges with benchmark data.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
45
The slide uses a callout box to frame the narrative against the company's own presentation of backlog growth.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
47
Uses a red arrow to highlight the margin discrepancy between the two presentations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
52
Uses a red arrow to visually connect the table data to the financial statement disclosure to highlight the discrepancy.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a table to list analyst ratings and a pie chart to visualize the 50/50 split between Buy and Neutral ratings.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
61
The slide uses a combination of a stock price/estimate chart and a data table to highlight the disconnect between market sentiment and operational reality.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
67
The chart shows a stock price trend with red icons (likely insider sales) and green icons (likely insider buys).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
09
The slide uses a red flag icon to draw attention to a list of governance and accounting concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
11
The slide uses a 'before-after' framing of CEO quotes to expose a contradiction in management's ability to control DSO.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
The slide uses a dual-axis chart to show revenue (bars) and EBITDA margin (line) over time, paired with a list of accounting/operational concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
28
The chart displays both absolute dollar values ($ in mm) and percentage of total revenue for each year.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a table of earnings surprises and a line chart of revenue growth to suggest financial manipulation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
19
Uses a before-after comparison of regulatory filings to build a case for competitive risk.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses a 'before/after' style comparison of a past chart vs current executive/employee commentary to expose a potential contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a combination of historical data visualization and a table of management quotes to highlight a discrepancy.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a standard Google Trends interface screenshot to support a competitive analysis argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
The slide uses a 'villain' framing technique by juxtaposing historical data with conflicting management statements.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses a table of analyst ratings and a pie chart to visualize the consensus bias.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
The slide uses a combination of quantitative market share data and qualitative expert testimony to build a bearish case against Monster.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
60
The slide uses a table to show DSO trends and a line chart to show the stock price decline of Celsius, linking the two via an arrow.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
61
The slide uses a line chart to contrast the DSO trends of Monster and Coke, with annotations pointing to specific growth milestones and distribution changes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
71
Uses a combination of a data table and an annotated stock chart to correlate insider selling with specific negative corporate events.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
74
The slide highlights the discrepancy between analyst consensus and the activist's view on valuation.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
78
The slide uses a Bloomberg terminal chart to argue that the current valuation is unjustified given fundamental deterioration.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
14
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management guidance and actual performance.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
24
Uses a 'before-after' comparison of discount rates to challenge management's narrative.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
25
Uses a comparison of 2019 vs 2025 pricing to demonstrate the reduction in value for United MileagePlus members.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit