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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 69,511-69,540
Pages 3,225
Rows per page 30
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69,511-69,540 of 96,741

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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
05
This is a dense text-heavy slide typical of activist short-seller reports, using bold headers to structure the argument.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
10
Uses a before-and-after visual comparison of market maps to demonstrate industry saturation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
Uses a series of external citations to build a negative case against the subject company's business model.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
15
The slide uses red text to highlight the specific programs that are the focus of the argument.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
20
Includes a quote from Noodle Partners to reinforce the argument that traditional OPMs are desperate to maintain their high-margin contracts.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
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
33
The slide uses a red box to emphasize the specific risk factor related to 'Ineffective marketing efforts'.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
41
Uses direct quotes from earnings calls contrasted with consultant interview findings.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a 'Red Flag' framing to highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Includes a quote from Chen Taifeng regarding the difficulty of content auditing.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a table to list specific dates, companies, and the outcomes of regulatory crackdowns.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a narrative structure to frame the company's history as a series of growth cycles followed by fatigue, leading to the current critique of its business model.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses a dual-axis combo chart (bar + line) to show the relationship between absolute volume and YoY growth/conversion rates.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Includes three charts: a dual-axis combo chart for MAU, a bar chart for ARPPU, and a stacked bar chart for revenue composition.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide uses quotes from earnings calls to highlight the shift in strategy and the contradiction between past and present business models.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The table provides primary research data supporting the activist thesis regarding Momo's business.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses a structured table to link specific business risks (Fee Sharing, Consolidation, Regulation) to financial outcomes.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses primary research (interviews) to expose negative sentiment and competitive disadvantages for Momo.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