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 70,711-70,740
Pages 2,643
Rows per page 30
Component
70,711-70,740 of 79,264
03
The slide uses a comparison table to establish credibility by showing historical success in identifying overvalued companies.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World1 hit
04
This is a classic activist short-seller research note slide.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World1 hit
07
Uses Wayback Machine screenshots to demonstrate shifting corporate narrative.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Call to AdventureLoop · Zoom In1 hit
10
The slide uses a red highlight box to draw attention to the specific metric that is no longer being reported.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
12
The slide uses a red box to highlight the Q4 2023 growth collapse and a corresponding callout box to emphasize the decline.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
13
The slide uses a red callout to highlight negative trends and a red box to note the cessation of disclosures.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
15
The slide uses SEC correspondence as a catalyst for the data presentation, framing the RPO decline as a negative indicator.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
16
The slide uses red boxes to highlight specific periods of concern regarding growth rates in revenue vs. accounts receivable.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
18
The slide uses a red highlight for the Q4 row to emphasize the implied loss of revenue despite high net new client additions.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction1 hit
92
The slide uses a pie chart to show 100% consensus 'Buy' ratings, highlighting the disconnect between analyst optimism and the activist's bearish thesis.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Includes a stock chart with an annotation pointing to the report date.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
04
The slide uses a stock chart to visually anchor the 'Successful Outcome' of a previous activist short report.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite Precedent1 hit
05
The slide uses a yellow background to highlight the core argument of financial misstatement.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Executive Summary1 hit
09
The slide uses a timeline and a document excerpt to highlight a discrepancy in financial reporting.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
10
Includes a detailed financial table and a specific callout box highlighting the $30.7M adjustment.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses a combination of a timeline table and a financial table to demonstrate questionable strategic rationale.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a valuation bridge to arrive at an implied stock price range, comparing it to the current price to calculate potential downside.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
16
Includes a table overlaying the chart detailing revenue misses/surprises for 2024.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
03
Includes a stock price chart with a callout annotation pointing to the research report release date.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
06
The slide uses a yellow background to highlight the text, typical of Spruce Point's aggressive short-seller report style.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
07
This is a classic activist short thesis summary slide.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
19
The slide uses a red box to highlight the decline in exploration spending and yellow highlighting for 'None' in the impairment row to emphasize the lack of write-downs.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a 'villain' framing by positioning Perpetua as a superior alternative to the subject company (Nova).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide uses a combination of narrative analysis and direct quotes to contrast the company's stated pivot to construction with the loss of its primary construction lead.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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 1 hit
53
Spruce Point Capital Management branding (pine tree logo).Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
The slide uses a combination of a table detailing option terms and a stock price chart with annotations to suggest opportunistic behavior by management.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a table to contrast a 'Buy' rated analyst with a paid research firm to undermine the market's bullish sentiment.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
The slide uses a comparison table to argue that Nova Minerals is overvalued relative to its peers, while also introducing qualitative risk factors.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a standard valuation bridge format to justify a bearish price target.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit