Matching slides 79,264
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70,591-70,620 of 79,264

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101
The slide uses a 'services business' argument to justify a lower revenue multiple (2x-4x) compared to medical device peers.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by citing past performance.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a numbered list format with red flag icons to denote critical risks.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses a strong narrative framing ('disconnected from reality') to set up a short thesis.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a combination of narrative text and a bar chart to cast doubt on the value of the acquired asset.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses red underlines and boxes to highlight specific data points in tables.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The chart highlights a stark contrast between historical low capex and projected high capex.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a dual-chart layout to show the inverse relationship between share count/CEO pay and insider ownership.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide highlights a specific red flag regarding corporate governance and audit quality.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a table to contrast shifting incentive structures, specifically highlighting the 2024 pivot toward liquidity.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
35
This is a classic activist investor 'thesis' slide, often used as a transition or summary point.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide highlights a consensus of 'Buy' ratings while simultaneously arguing the stock is a poor investment, framing the consensus as misguided.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a 'Spruce Point Adjusted' column to reconcile Street estimates with their own adjustments.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The table highlights UEC's high EV/EBITDA multiples (106.5x 2026E) compared to the peer group averages.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide uses a valuation bridge to justify a 65-85% downside, supported by a list of governance and operational concerns.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a 'precedent' structure to build authority by showing a past successful short thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a yellow-bordered box to highlight key arguments regarding market disruption and competitive advantage.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a yellow background callout box to emphasize the core thesis regarding market misinterpretation.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
11
The slide uses a yellow background to highlight the core thesis statement.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
13
Includes a screenshot of the Kalshi orderbook interface.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The table highlights 24 outcomes where Kalshi's payout is compared against DraftKings; the yellow cells indicate where Kalshi's payout is higher.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
The table highlights specific game scenarios (pregame vs in-play) to compare payout returns on a $100 bet.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
17
The chart compares 2024 OSB data against 2025 Kalshi data.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
The slide uses a comparison to DKNG to frame Kalshi as a competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide uses a stacked bar chart for the OSB side and a single bar for Kalshi to imply an outsized market share.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
The slide argues that Kalshi's 18+ age requirement allows it to capture users before they reach the 21+ age requirement for traditional sportsbooks like DKNG.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
The slide uses a 100% stacked bar chart to visualize revenue concentration risk.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
22
Includes raw data tables for DKNG and competitors in NY, plus a specific comparison for NFL weeks 1-4.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
23
The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit