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Spruce Point Capital Management branding (pine tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
103
Uses a screenshot of a LinkedIn job posting as evidence of the vacancy.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
106
MSCI Inc. (MSCI)MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
109
Uses a combination of corporate governance disclosure and SEC press release to establish a link between a director and a company's regulatory failure.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
111
Uses red callouts to highlight specific points of contention regarding the nominee's experience and the committee's scope.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
113
Uses a 'before-after' or 'expose-contradiction' style to contrast the company's claim of financial expertise with the nominee's actual background.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
114
This is a classic activist 'thesis' slide, often used as a section divider or opening hook.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
02
WSP Global Inc. (WSP)WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
Standard Spruce Point Capital Management branding.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
10
This is a section divider slide from an activist investor deck.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Includes a screenshot of a legal judgment document and a summary of the disciplinary council's findings.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Spruce Point Capital Management branding (pine tree logo).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Includes Spruce Point Capital Management logo (the tree).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
WSP Global Inc. (WSP)WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
62
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the tree).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
05
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Aha Moment1 hit
13
The slide uses a logo-grid to visually associate the target company's management with failed retail entities.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
14
Boot Barn Holdings, Inc. (BOOT)Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
16
Uses a 'villain' narrative framing by linking the CEO to a pattern of failed/fraudulent companies.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses a red arrow to connect the CFO's bio to the specific restatement text.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses red boxes and arrows to draw attention to specific biographical details and their correlation with negative corporate events.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
This slide serves as a section divider or thesis statement for the activist presentation.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
22
Uses a comparison of store formats and design to critique management's expansion strategy.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
24
Uses a combination of transcript excerpts and a visual chart to expose the company's shifting narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
26
The slide uses a logo grid to illustrate the breadth of competitors entering the western wear space.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
28
Uses a screenshot of a YouTube video as a testimonial/customer voice.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
30
Uses a red 'X' overlay on a screenshot of a financial document to emphasize the removal of disclosure.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
36
The slide uses a 'logo-grid' style layout of screenshots to demonstrate a pattern across competitors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Includes a line chart comparing DIO across four companies and six photos of store interiors.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
Uses a 'CEO quote vs. Data' structure to highlight inventory mismatch.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit