slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 69,541-69,570
Pages 2,643
Rows per page 30
Component
69,541-69,570 of 79,264
06
The slide serves as the opening thesis statement for an activist short report.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
10
Includes specific allegations regarding past accounting fraud at WebMD and medical malpractice claims against the current Medical Director.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
27
Uses a three-part table structure to demonstrate the impact of unbilled A/R on revenue performance.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
29
Includes a specific callout box questioning the math behind new client revenue contribution.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
31
Uses direct quotes from management transcripts to highlight a discrepancy between narrative and underlying metrics.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
32
Uses a table to perform a 'gap analysis' between company-reported metrics and external client data.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
33
Uses a waterfall-bridge style calculation to highlight a specific numerical inconsistency in company disclosures.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
35
Uses a red flag icon to signal a warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
36
Includes a red flag callout and a speculative 'Hiring going to firing???' annotation on the member lives table.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
37
Uses a combination of a bar chart with overlaying line and percentage callouts to show rising pharmacy revenue per cycle despite declining total revenue per cycle.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
38
The slide uses a red flag icon to signal a warning about earnings quality.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
39
Uses a 'Spruce Point Adjusted EBITDA' metric to highlight the impact of SBC on profitability.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
40
Uses a red flag icon to highlight the contradiction between CEO statements and actual financial data.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
42
The slide uses a red flag icon to signal a warning/rebuttal.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
43
The slide uses a waterfall-style logic to adjust reported revenue growth for one-time items.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
44
Includes specific client-level data and methodology for revenue impact estimation.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
45
The slide uses a dual-axis chart to correlate benefit maturity (bars) with utilization rates (dots).Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
46
The slide highlights that medical revenue misses were offset by pharmacy gains, but argues future pharmacy growth is limited.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
47
Includes a comparison table of fertility benefit cycles between tech/biotech and mature industry clients, plus a quote from a Tegus expert call.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
48
Uses a red flag icon to highlight the contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
50
The slide uses a red flag icon to signal a warning/bearish thesis.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
58
The slide uses a red flag callout to emphasize the risk posed by competitors.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
59
Includes a red box highlight on both the chart and the table to emphasize the post-2022 period.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
60
The slide uses a series of small-multiple line charts to highlight that PGNY's growth rates (1y and 2y) are lower than its competitors.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction1 hit
67
Includes a CEO quote and a comparison chart of clinical outcomes vs national averages.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
69
The slide uses a combination of narrative argument and a supporting chart showing the industry-wide trend toward single embryo transfer to undermine PGNY's performance claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
70
Uses a comparison table to highlight the disparity between PGNY clients and the US general workforce.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
72
Uses red callouts and arrows to highlight specific management quotes and data discrepancies.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
74
Includes a red box highlighting the 'Miscarriage Rate' row in the table and a red underline in the Milliman report excerpt.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit
81
Uses a red-box callout to highlight the specific claim being debunked and a data table to provide the counter-evidence.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown1 hit