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Matching slides 119,566
Current window 65,131-65,160
Pages 3,986
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65,131-65,160 of 119,566

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Slide 1
Visual metaphor of a malfunctioning robot vacuum causing a fire in a living room.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
02
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
05
The slide uses a comparative stock performance chart to imply a bearish outlook on IRBT by drawing a parallel to the performance of DDD.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a 'villain' framing technique by mocking a public figure's past investment advice.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a screenshot of Google Trends to argue that public interest in robotics is waning, contradicting potential market hype.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses a contrast-pairs framework to set up a future rebuttal of the company's and analysts' claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses a before-after comparison to show the omission of a competitive landscape slide.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses a specific email timestamp (May 2, 2014) to frame the discounting as a negative signal.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses red boxes and callout notes to point out inconsistencies in iRobot's investor presentation materials.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a 'villain' framing by suggesting IRBT is withholding information from investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Spruce Point Capital Management branding (tree logo).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses direct quotes from Glassdoor reviews to substantiate claims of poor management and high turnover.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Spruce Point Capital Management branding (pine tree logo).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
60
This is a classic activist short thesis slide, framing the company's core business as failing and its growth prospects as negligible.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Page number 29 at bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller 1 hit
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ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide uses a map to contextualize Aurora's operational footprint in Texas, supporting a thesis about the transferability of autonomous driving capabilities across similar freeway conditions.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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The map illustrates the limited scope of Aurora's 'Driverless Operations' relative to the total US interstate system.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a map to highlight the limited operational area of Aurora's trucks, contrasting this with the company's broader claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses map-based evidence to argue that Aurora's terminals are strategically located near major FedEx hubs, despite Aurora's stated focus on long-haul.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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Includes a map visualization of US and European data center locations.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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Includes a technical stack diagram of CoreWeave's platform.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide includes a screenshot of a company-provided chart followed by a bulleted list of critical assumptions used to debunk the company's narrative.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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CoreWeave, Inc. (CRWV)CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction1 hit