Matching slides 96,741
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71,191-71,220 of 96,741

filter-aware
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Slide 1
The slide uses aggressive, derogatory imagery (cat in litter box, rat, cockroach) to frame the target company as 'filth' or a 'toxic' investment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a comparison table to validate the firm's track record by contrasting a short position (PETQ) with a long position (HSIC/CVET).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
This is a classic 'villain critique' slide, establishing the target's poor fundamentals and manipulative behavior.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is a classic activist short thesis summary slide, structured into three thematic pillars.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller slide designed to dismantle management's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
13
Uses a red flag icon to signal a warning/contradiction. Includes specific 10-K disclosure callouts to challenge organic growth claims.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
17
Uses a red flag icon to denote a warning/critique.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
19
Spruce Point Capital Management branding (tree logo).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
20
Uses a red flag icon to signal warning/risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
24
The slide uses a spruce tree icon, likely a branding element for Spruce Point Capital Management.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
28
Uses a red flag icon to signal a warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
31
The slide uses a red bar for Heska to highlight its underperformance relative to peers.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a red flag icon to signal warning/risk. The table structure directly maps company risk disclosures to specific business model critiques.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Includes a red flag icon as a visual metaphor for risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
Uses a red flag icon to highlight the contradiction between market perception and reality.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
43
This is an activist short-seller report slide challenging the technological value proposition of a company's new diagnostic equipment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
44
The slide uses screenshots of a scientific study and a retail product page to provide evidence for the claim.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
49
Uses a red flag icon to signal a warning or contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
45
The slide uses historical precedents to frame the target company's business model as inherently risky and prone to regulatory scrutiny.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
48
Uses a dialogue table to highlight a discrepancy in industry norms.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
50
Uses a dialogue-style contrast between Spruce Point and a former manager to highlight the absurdity of the valuation.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
51
The slide uses a red arrow and underlining to highlight the 'no cost' clause in the contract.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
52
Uses a table to itemize services and their costs, with a red arrow highlighting the VIK clause.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
53
The slide uses a direct excerpt from a legal agreement to support the activist thesis.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
55
The table uses a DCF-style approach to arrive at an implied share price and downside percentage.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
56
The slide uses a valuation bridge to argue that the current market multiple is inflated compared to peer-based guidance.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
58
Uses a bar chart to contrast revenue multiples and growth rates between Genius and various peer segments.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
59
The table highlights that Genius Sports (GENI) trades at high multiples despite lower margins and growth compared to the peer group averages.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
60
Uses a Bloomberg terminal screenshot to show insider selling and a quote box to show management's previous public statements.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
61
The slide uses a screenshot of a tweet as evidence of unusual executive behavior.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit