slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,566
Current window 66,601-66,630
Pages 3,986
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66,601-66,630 of 119,566
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Spruce Point Capital Management branding (pine tree logo).Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Dycom Industries, Inc. (DY)Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a visual metaphor of a person holding money and questioning the counterparty, reinforcing the 'mistrust' thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Standard Spruce Point Capital Management branding.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a dense paragraph structure to summarize multiple pillars of a short thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Spruce Point Capital Management branding (pine tree logo).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses visual evidence to contradict the authenticity of company marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses red boxes and arrows to highlight inconsistencies in marketing materials.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses Wayback Machine screenshots to prove manipulation of public-facing review data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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This is a classic activist investor 'thesis' slide, often used as a section divider or opening statement.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses screenshots of Google search results to highlight that Remitly is not the top sponsored result in key markets.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a combination of a pull-quote from a former employee and excerpts from regulatory documents to build a case of negligence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Remitly Global, Inc. (RELY)Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Spruce Point Capital Management branding (pine tree logo).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a red arrow to visually connect Gail Miller's tenure at Remitly to the Shift4 restatement event.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses a screenshot of a biography and a quote from a press release to establish the contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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Uses red arrows to connect the subject's bio to specific negative allegations/reports.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
This is a classic 'thesis headline' slide used by Spruce Point Capital Management.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
Standard Spruce Point Capital Management branding.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a list of bullet points to detail specific 'Recent Bearish And Concerning Developments' from 2021 to 2025.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide is text-heavy, functioning as a summary of the activist short thesis.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Uses red lines to visually connect the contradictory statements in the CEO quote and the SEC filing text.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses photographic evidence to support the claim of aggressive private label pricing.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses screenshots of e-commerce search results to support the thesis that Monster is losing shelf space/visibility in the dollar channel.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a screenshot of an Amazon search result page to illustrate the availability of SNAP-eligible energy drinks.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a table to calculate implied revenue from CCEP and compares it against reported volume growth to highlight a discrepancy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a 'before' (2022 text excerpt) and 'after' (2023 data table) comparison to highlight a lack of transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit