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slides · global inventory

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Matching slides 79,264
Current window 68,251-68,280
Pages 2,643
Rows per page 30
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68,251-68,280 of 79,264

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04
This is a classic activist short thesis slide, focusing on the 'villain' (unsustainable economics) and the 'downside' (valuation gap).Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a stacked bar chart to show revenue composition over three fiscal years.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
The slide uses a 'before-after' style comparison table to expose how the company artificially inflates earnings by under-paying member owners.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
11
The table models three scenarios: increased sharebacks, total departure from GPO, and total departure from GPO plus other services.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
13
Uses a quote-based contradiction framework to undermine management's narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
15
The slide uses a combination of a line chart and qualitative expert quotes to build a case for margin compression.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
16
The slide uses a combination of historical trend data and specific contract evidence to challenge the company's narrative on shareback growth.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Includes a bar chart showing declining share ownership and a press release snippet as evidence of competitor poaching.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
Includes a screenshot of the 2017 Form 990 and a detailed financial table comparing Actual, 66% Shareback, and In-House scenarios.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
Uses a bridge-like logic to compare current benefits vs. opportunity cost.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
20
The slide uses red arrows to link a calculated net gain from one table directly into the parity calculation of the second table.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
The slide uses a 'before-after' framing logic to contrast the superficial appearance of gradual divestment with the reality of aggressive selling upon vesting.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
The slide uses a scenario-based comparison to argue for an immediate exit strategy.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
The slide uses a 'before-after' comparison table to demonstrate the financial impact of a hypothetical structural change in member owner sharebacks.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The chart shows a clear downward trend in Class B share concentration over time, supporting the 'insider selling' narrative.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
The slide uses two line charts to demonstrate long-term benchmark underperformance and recurring seasonal declines.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses a table of analyst ratings and price targets to demonstrate that the market's optimism is based on a flawed understanding of the company's long-term business model.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The table uses a standard financial modeling structure to derive share price and downside percentage from varying shareback assumptions.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a dense, text-heavy format typical of activist short reports to establish the core investment thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
Uses red dashed lines to visually connect the decline in sales to the negative growth metrics and the contrast with the growing market.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses a table to correlate Penumbra's YoY growth decline with the emergence of Medtronic's React 68 and React 71 products.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The slide uses red boxes to highlight the decline in Penumbra's market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The table models a 'race to the bottom' pricing strategy for Medtronic's aspiration products to gain market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Includes hand-drawn red annotations on the left chart highlighting a discrepancy in the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The table highlights the discrepancy between market consensus and the activist's bearish outlook, specifically using red boxes to emphasize the lower revenue and growth figures.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide highlights a contradiction between the company's regulatory pathway (510(k)) and its valuation relative to PMA-cleared peers.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Includes adjustments for lease payments, contingent consideration, minority interest, and cash/debt.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide argues that Solumbra is the fastest-growing technique, implying a competitive advantage for vendors offering both aspiration and stent retriever technologies.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
107
Includes a table of specific insider trades and a stock price chart annotated with sell icons.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit
108
The table highlights the valuation gap between current market multiples and the firm's proposed lower-multiple scenario.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction1 hit