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 51,271-51,300
Pages 2,605
Rows per page 30
Component
51,271-51,300 of 78,138
63
Uses comparative disclosure analysis to justify reclassification of expenses.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Includes a testimonial from a former employee and a chart showing the divergence between Gross Dollar Retention and Net Member Retention.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 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
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
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
66
The slide uses a combination of a dual-axis combo chart (indexed data) and a detailed data table to bridge the gap between public disclosures and estimated actuals.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
24
The slide uses a combination of narrative text, a stock price chart, and a list of board members to build a case against the subject's professional history.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide uses a bar chart and a supporting data table to highlight the divergence between ODR growth and GCR decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
41
Uses red-line emphasis to highlight management's claims of 'recurring revenue' against the author's thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
42
The slide uses a comparison of two bar charts to show growth in two revenue streams, highlighting the lack of data post-2018.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
43
The slide uses a red box to emphasize the Q1'25 data point as a negative indicator.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
44
LMB is highlighted in orange to distinguish it from peers.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
45
The slide uses red boxes to emphasize the specific data points that were previously disclosed but are now omitted.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
67
The chart includes an arrow indicating the downward trend of Free Cash Flow despite rising EBITDA.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
81
Uses a table and a pie chart to demonstrate unanimous 'Buy' ratings from the sell-side.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 1 hit
67
The slide uses a forest plot to visualize meta-analysis data for sensitivity and specificity.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
85
Uses red 'X' and flag icons to signify negative disclosure trends.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
96
The slide uses a table of individual insider holdings and a stock chart to visualize the 'opportunistic' selling behavior.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
99
The slide highlights a disconnect between the stock's recent price performance and the underlying analyst consensus.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a strong narrative framing ('disconnected from reality') to set up a short thesis.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a combination of narrative text and a bar chart to cast doubt on the value of the acquired asset.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The chart highlights a stark contrast between historical low capex and projected high capex.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide highlights a consensus of 'Buy' ratings while simultaneously arguing the stock is a poor investment, framing the consensus as misguided.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a 'precedent' structure to build authority by showing a past successful short thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
17
The chart compares 2024 OSB data against 2025 Kalshi data.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
The slide uses a comparison to DKNG to frame Kalshi as a competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide uses a stacked bar chart for the OSB side and a single bar for Kalshi to imply an outsized market share.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
The slide argues that Kalshi's 18+ age requirement allows it to capture users before they reach the 21+ age requirement for traditional sportsbooks like DKNG.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
The slide uses a 100% stacked bar chart to visualize revenue concentration risk.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit