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Matching slides 119,566
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66,631-66,660 of 119,566
45
Uses visual comparison of product portfolios between Q1 and Q2 2023 to show the removal of Burn.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
49
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
51
The slide uses a side-by-side comparison to contrast the SEC's explicit request for quantification with the company's qualitative response.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
67
Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
70
Includes a testimonial from a former employee and a screenshot of IRS search results.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
73
This is a transition or thesis slide featuring the Spruce Point Capital Management logo (the pine tree).Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · The Reveal1 hit
01
The slide uses a visual metaphor of an airport kiosk to suggest uncertainty regarding the company's future.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
02
Clear Secure, Inc. (YOU)Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
05
Clear Secure, Inc. (YOU)Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Introduction to CLEAR and its challenges1 hit
07
Spruce Point Capital Management branding slide.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
27
Uses a 'before-after' comparison of pricing screenshots to highlight the contradiction.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
36
The slide uses a photo as evidence to contrast wait times between competing airport security services.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
40
Includes a table of states accepting digital IDs and screenshots of TSA instructional videos.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
45
The slide uses a combination of a photo of the competitor's hardware and a narrative argument about market displacement.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
53
Spruce Point Capital Management branding (tree logo).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a three-column layout to present evidence of the CAO's past association with a company involved in accounting controversies.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
Spruce Point Capital Management branding (tree logo).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
76
Uses photographic evidence of the office space to contrast with the financial critique.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
This is a classic Spruce Point Capital Management thesis slide, featuring their signature tree logo.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
02
Tempus AI, Inc. (TEM)Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
05
Spruce Point Capital Management branding.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
06
Uses a numbered list with red flag icons to denote risk areas.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
12
Spruce Point Capital Management branding (tree logo).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
19
Uses a quote from Leonsis to contrast with the SEC's findings of round-tripping fraud.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
24
Tempus AI, Inc. (TEM)Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 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
29
The slide uses visual callouts to highlight specific data errors (patient name mismatch and date discrepancy) within a software interface screenshot.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
30
The slide uses a screenshot of a Glassdoor review with specific text highlighted in blue to emphasize the 'messy and incomplete' data claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
31
Spruce Point Capital Management branding.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit