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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 67,621-67,650
Pages 2,643
Rows per page 30
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18 30 60

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67,621-67,650 of 79,264

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04
Includes multiple hyperlinks to FOIA requests and competitive contracts as evidence.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
This is a classic activist short thesis summary slide, structured as a list of key arguments.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
07
The slide uses a standard activist investor format to present a bearish thesis based on valuation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
08
The slide uses a piggy bank icon to visually reinforce the 'insider enrichment' narrative.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
Uses a side-by-side comparison of a corporate presentation slide and a legal contract to expose a discrepancy.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
The slide uses a 'scorecard' summary to highlight the bifurcation between successful and underperforming programs across different launch years.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
Uses red circles and arrows to highlight negative trends in the data tables.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
16
Uses callout boxes to annotate tables and highlight the cessation of specific metrics in 2016.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
18
The slide uses a comparison table to highlight operational and accounting differences, specifically calling out 'Aggressive' revenue recognition in the short course segment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
Includes specific callouts highlighting the discrepancy between management's stated cash outflow expectations and the actual NPV calculations.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
23
The slide highlights a discrepancy between the 'typical' program metrics (300-500 students) and the metrics required to hit guidance (480-500 students).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
The slide uses a scenario table to illustrate the impact of market headwinds on EBITDA margins.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
25
Uses a primary source document (contract) to contradict management's public statements.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
26
Uses a FOIA email as primary evidence to validate competitive disruption.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
27
Uses a callout box to highlight the 40% drop in tuition costs for newer cohorts.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
28
The slide uses a table to contrast the cost structures of two different business models in the OPM space.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
31
Uses a 'before-after' style framing to contrast corporate claims with empirical data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
32
The slide uses a combination of financial tables and qualitative callouts to debunk the scalability of 2U's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
34
The slide uses a table to show the trend of marketing costs and FCEs, with callout boxes emphasizing the reversal of cost efficiency.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
35
The slide uses data from semrush.com to demonstrate rising customer acquisition costs in the online education sector.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Loop · Hypothesis Test1 hit
36
Spruce Point Capital Management branding (pine tree logo).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
37
The slide uses analyst consensus data to argue against the market's bullish sentiment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
38
The slide uses an 'imputed consensus model' to break down revenue expectations, contrasting them with historical performance data.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
39
The slide uses a table to break down revenue by cohort year, highlighting the aggressive growth assumptions for newer cohorts compared to mature ones.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
61
Includes a red box highlight on the '% Rev to Platform' column in the bottom table.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
67
The slide argues that the lack of institutional ownership, particularly by tech funds, implies a retail-heavy investor base.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
The slide uses a red box to highlight the 2017-2018 selling activity of key executives and directors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
The slide uses a standard financial model buildup to justify a short thesis price target.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit