slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,261-70,290
Pages 2,643
Rows per page 30
Component
70,261-70,290 of 79,264
124
The slide uses a bearish SOTP model to argue for a valuation de-rating.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
125
The slide uses a peer-based valuation methodology to argue for a share price correction.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
01
The slide uses a magnifying glass visual to emphasize the '25% MANAGEMENT FEE' text on an insurance policy document.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup1 hit
05
This is a classic activist short report summary slide.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
07
The slide uses a yellow background to highlight the core thesis text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses red text to highlight key allegations and data points.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a red border to highlight the core thesis text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
16
Includes a red arrow pointing to the 'Americas' row in the table and a red callout box at the bottom.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
Includes a detailed segment results table and a specific callout on the WFG distribution model.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
Includes a waterfall chart projecting earnings growth through 2027.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
26
Red underlines are added by Spruce Point to emphasize key disclosures in the official text.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
28
Uses a combination of a data table and a bar chart to highlight the negative trend in productivity per agent.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
29
The slide uses a combination of survey data, personal testimonials (FTC complaints), and contract excerpts to build a case of predatory practices.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
31
The slide uses a combination of headshots for top performers and tabular data to highlight the discrepancy between gross recruits and net retention.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
43
Uses a callout box to highlight the activist's thesis against the company's own marketing copy.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
55
Uses a red box to highlight WFG's performance relative to peers in the left chart.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
56
The slide uses two bar charts to illustrate the prevalence of best practice issues among agents and the specific types of issues found.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
57
The slide uses donut charts to visualize survey responses regarding agent supervision.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
59
The slide uses a screenshot of an official NAIC report to substantiate the claim of poor agent discipline.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
61
The slide uses a red box callout to emphasize the IUL dominance. The chart shows a clear CAGR of 8% over the period.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
62
The slide uses a red underline to highlight Transamerica in the table.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
72
Includes screenshots of YouTube videos and Reddit threads questioning WFG's legitimacy.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a red circle and a red callout box to emphasize the negative trend in multi-ticket agents.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses two line charts to contrast performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
Spruce Point Capital Management branding (pine tree logo).Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
77
The slide presents a bearish 'Low' case versus a 'Base' case, highlighting specific regional and operational headwinds.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
78
The slide highlights that Aegon trades at a discount to peers, but argues this discount is insufficient given the risks associated with the WFG MLM structure.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
The slide uses a sum-of-the-parts valuation to justify a significant downside risk estimate.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit