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slides · global inventory

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

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Matching slides 79,264
Current window 70,471-70,500
Pages 2,643
Rows per page 30
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18 30 60

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70,471-70,500 of 79,264

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19
The table shows a clear trend of the ratio of ambassadors to full-time employees exceeding 1.0 by 2024.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
20
Uses a table to highlight the shift from reporting high NPS scores to non-disclosure.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
21
The slide uses red highlighting in the table to emphasize negative trends (slowing growth, declining volume, program shutdowns).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
24
Uses a 'before-after' comparison of discount rates to challenge management's narrative.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
25
Uses a comparison of 2019 vs 2025 pricing to demonstrate the reduction in value for United MileagePlus members.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
36
The slide uses a photo as evidence to contrast wait times between competing airport security services.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
48
Uses a red arrow to visually connect the company's claim to the contradictory data point in the table.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidenceLoop · Cost Of Inaction1 hit
57
Highlights the change in definition of 'Active CLEAR Plus Members' between 2024 and 2025 filings.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
The slide uses a table to contrast reported revenue growth with changing definitions of member metrics and pricing disclosures.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses color-coded cells (red for negative growth, green for positive) to visually emphasize the contradiction.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
62
Includes tables from Wells Fargo, JP Morgan, and Bloomberg to highlight analyst consensus vs. actual financial reporting.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
63
Uses comparative disclosure analysis to justify reclassification of expenses.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Includes a testimonial from a former employee and a chart showing the divergence between Gross Dollar Retention and Net Member Retention.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
The slide explicitly calls out an 'unusual and aggressive' adjustment regarding share repurchases.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide highlights a specific accounting discrepancy in 2024 for AP ($4.0M difference).Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table format to highlight specific financial disclosures from 2021-2025.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The slide uses a 'Difference' row to highlight the negative cash flow impact of related-party distributions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
This is a classic Spruce Point Capital Management thesis slide, featuring their signature tree logo.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
79
Includes a table of analyst recommendations, a pie chart of ratings distribution, and a comparison of bull/bear base case assumptions.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
80
The slide uses a 'villain' narrative by linking CLEAR to Chegg via a common board member (Marne Levine) to suggest a decline in value.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
81
The slide uses CEO Pay Ratio data to argue that CLEAR is not a true technology company.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
82
The slide uses red arrows to point from external data sources (CapitalIQ, Bloomberg) to the 'Spruce Point Adjusted' column to demonstrate the correction of market data.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
83
Uses Bloomberg consensus data to highlight a disconnect between macro airline industry struggles and company-specific financial forecasts.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
84
The table highlights 'Partnership & Gov't Risk' as a key differentiator for Clear Secure compared to peers.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
85
The slide uses a valuation bridge to calculate equity value and share price, concluding with a percentage downside calculation.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and potential downside risk1 hit
03
The slide uses a comparison table to frame the current target (TEM) by associating it with past successful short targets.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
07
The slide uses a classic activist short-seller report structure, combining a strong headline with a summary of key pillars (AI substance, management/board integrity).Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
10
The slide uses a yellow background for the main content area, typical of Spruce Point activist decks.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
11
The slide uses a yellow background box to highlight the core thesis of the activist short report.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
25
The slide uses a combination of SEC filing screenshots and a stacked bar chart to highlight the discrepancy between the company's branding and its actual revenue composition.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit