slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,961-6,990
Pages 619
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Component
6,961-6,990 of 18,554
72
Uses a 'quote vs. reality' structure to expose management's potential bias or lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
76
The slide uses a combination of qualitative expert testimony and a supporting data table to validate a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
01
The slide uses a speech bubble to mock the company's product positioning.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique2 hits
13
Includes a direct quote from a regulatory consultant to emphasize the severity of the risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
29
Uses proprietary survey data (n=100) and a Tegus interview to support the thesis of commoditization.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
30
Includes survey data (n=100) and a testimonial from a Philips Healthcare director.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
35
Uses a combination of a specific case study (Mayo Clinic) and industry commentary (DAIC blog) to support the thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
36
Uses a direct quote from an earnings call to frame a 'new news' event as a material threat.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
43
Uses a quote from an earnings call to frame a 'villain' narrative regarding regulatory compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
51
Uses a 'quote-and-critique' structure to expose potential regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
58
Uses a quote from the CEO to highlight the discrepancy between the company's 27M+ TAM claim and the 6.5M current market reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
59
Uses a red 'not equal' symbol to visually represent the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
63
Uses a combination of expert testimony and industry guidelines to undermine the company's growth narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
65
Uses a direct quote from an earnings call to highlight a perceived contradiction in management's market sizing narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
73
Uses a 'before-after' style contradiction to highlight management's lack of transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
88
Uses a combination of CEO quote and legal document excerpt to highlight a contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test2 hits
37
The slide uses red highlighting to emphasize negative sentiment regarding market capacity and the company's marketing focus.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
51
Uses Tronox financial results to undermine the commercial viability of the Titan project.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 2 hits
45
Uses a side-by-side comparison to highlight the similarity between past fraud and current corporate actions.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
53
The slide uses a 'before-after' or 'claim-vs-reality' structure common in activist decks to set up a critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
55
The slide uses a 'quote-vs-reality' structure to highlight competitive risk.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
69
Uses a quote-vs-data structure to highlight management failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
76
Uses a testimonial from a VP at a large public security company to validate the 7-8 year industry standard.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate2 hits
82
Uses red arrows and question marks to visually demonstrate the missing data point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 2 hits
12
Includes a direct quote from a former director to support the thesis of asset duplication.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
14
The slide uses historical press releases and archived website screenshots to prove that the project was previously abandoned.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
17
The slide uses a 'before-after' framing to contrast past promises with current reality.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
29
Uses a red callout to highlight a discrepancy in the company's press release regarding project locations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
35
Uses a 'before-after' style juxtaposition of a quote promoting the project and the subsequent criminal conviction of the promoter.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits
46
The slide uses a table to contrast the Chairman's public statement of commitment with the reality of his zero-equity position.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 2 hits