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 51,301-51,330
Pages 2,605
Rows per page 30
Component
51,301-51,330 of 78,138
27
The slide uses a line chart with annotated icons to correlate stock price movements with insider selling activity.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
28
The slide uses a pie chart to visualize analyst sentiment distribution, highlighting a split between buy and sell ratings.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 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
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
11
Uses a 'before-after' style comparison across three time periods to expose a lack of progress.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
26
The slide uses a dual-axis chart to compare energy consumption (kWh/kg) and current efficiency (%) across various titanium production processes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
44
The slide uses a 'Spruce Point red emphasis' box to highlight the contradiction between IPX's claims and the reality of their supply chain.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
52
Uses a 'before-after' style comparison between a historical projection and current reality to imply lack of commercial viability.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
Uses a before-after framing to contrast management's 'clear path' narrative with the actual market outcome.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses a 'before-after' or 'claim-vs-reality' structure to highlight the failure of the project despite initial hype.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses a side-by-side comparison of a chart and a press release excerpt to demonstrate the shift from specific to non-specific guidance.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
92
The slide uses a pie chart to show 100% consensus 'Buy' ratings, highlighting the disconnect between analyst optimism and the activist's bearish thesis.IperionX Ltd. (IPX) · 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
22
Includes a logo grid of industry players.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
72
The slide uses a red box to highlight the specific line item 'Restructuring, impairment and extinguishment costs, net' in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
89
The chart uses a dashed blue line to indicate the historical median multiple of 0.658x.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
03
Includes a stock chart with an annotation pointing to the report date.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
04
The slide uses a stock chart to visually anchor the 'Successful Outcome' of a previous activist short report.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
16
Includes a table overlaying the chart detailing revenue misses/surprises for 2024.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
Includes a stock price chart with a callout annotation pointing to the research report release date.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
24
The slide uses a 'villain' framing by positioning Perpetua as a superior alternative to the subject company (Nova).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a red callout to highlight a discrepancy in the company's press release regarding project locations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses a combination of a table detailing option terms and a stock price chart with annotations to suggest opportunistic behavior by management.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a 'before-after' style narrative to validate the firm's track record.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
12
The slide uses a line chart with annotations to suggest that Bunge's stock performance is disconnected from operational reality.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
38
Uses a before-after framing to contrast past promises with current performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
47
The slide uses a red callout box to emphasize the negative context surrounding ADM's performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
61
Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit