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Matching slides 79,264
Current window 69,751-69,780
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69,751-69,780 of 79,264
08
This is a classic activist short thesis summary slide.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
13
Slide 13 of a Spruce Point Capital Management activist deck.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
14
The slide uses a red background for the 'Why Spruce Point Believes the HIMS Model Is Broken' section to emphasize the negative outlook.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
43
Uses a bottom-up calculation to derive consultation duration from financial disclosures and estimated pharmacy/physician splits.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Uses a comparison of NPS industry benchmarks vs. Trustpilot star ratings to highlight a discrepancy in customer satisfaction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Uses a table to contrast CEO quotes against actual performance metrics to highlight a broken promise.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a red box to highlight the 'Estimated Average Annual Savings' column, emphasizing the price disparity.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Includes a quote-based contradiction between the CEO and a former executive.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The slide uses a table for HIMS vs Ro growth metrics and a line chart for HIMS vs GoodRx historical unique visitors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Uses a table to show stagnant wholesale revenue and a quote-based comparison to expose management's changing narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses a 'quote-rebuttal' structure to undermine management's credibility regarding their key performance metrics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
88
Includes a CEO quote to highlight the early-stage churn problem.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
90
The slide uses a table to highlight the discrepancy between management's narrative and the actual performance metrics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses a table to demonstrate that adjusted CAC is higher and less stable than reported figures suggest.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
93
The slide uses a table to highlight YoY growth discrepancies and a line chart to visualize the trend of acquisition costs vs revenue.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
94
Includes a table of financial metrics from Q1 2020 to Q1 2023 and a quote from the CEO.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
101
The slide highlights the divergence between management selling and share dilution.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
102
Spruce Point Capital Management branding (pine tree logo).Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
103
The slide highlights HIMS's high revenue growth and premium valuation compared to peers, suggesting a potential decline in growth due to market factors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
70
Uses Wayback Machine screenshots to compare historical vs current data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
72
Uses red boxes to highlight specific line items (Gross Profit, Operating Profit) in financial tables to draw attention to the decline.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
75
The slide uses red boxes to highlight the Investing and Financing sections of the cash flow statement to show the absence of the expected payment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
76
The slide uses a pro-forma table to demonstrate how a $2.8M expense adjustment reconciles the reported $0.18 EPS to the consensus $0.14 EPS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
80
The slide uses a red callout box to highlight the timing of sales relative to the 'international growth story' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
82
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a red highlight for the single 'Neutral' rating to contrast with the 'Buy'/'Outperform'/'Overweight' consensus.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The table uses color coding to highlight DoubleVerify's outlier status in the 'Ad Verification' category.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide highlights that DV's valuation multiples (EV/Sales, EV/EBITDA, etc.) are significantly higher than the peer average, suggesting overvaluation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a red flag icon to emphasize the bearish thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a 'long/short' thesis structure, pairing a long position in IAS with a short position in DV.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit