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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 72,031-72,060
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

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72,031-72,060 of 96,741

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01
Slide 1
The slide uses a provocative visual metaphor (skull and crossbones, 'Stock Promotion' text on a bald head) to frame the company's business model as deceptive.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by showing past successful short-selling theses.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a collage of marketing materials to frame the company as a 'marketing machine' rather than a healthcare company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
05
The slide uses a 3-column comparison table to establish credibility through past performance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
08
This is a classic activist short thesis summary slide.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
09
The slide uses a series of bullet points to build a case for regulatory non-compliance and structural obfuscation.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
This is a dense text-heavy slide typical of activist short reports, outlining multiple points of contention regarding the company's medical standards and business ethics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
11
The slide uses a two-section structure to categorize risks: supply chain/operational risks and competitive/market positioning risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
The slide uses a list-based critique format to systematically dismantle the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
13
Slide 13 of a Spruce Point Capital Management activist deck.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
14
The slide uses a red background for the 'Why Spruce Point Believes the HIMS Model Is Broken' section to emphasize the negative outlook.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
67
Uses a before-after comparison of CEO statements to expose a contradiction in business scale.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
69
Uses Wayback Machine as a source to verify pre-acquisition executive presence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
70
Uses Wayback Machine screenshots to compare historical vs current data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
71
The slide uses a quote to establish a narrative about industry maturity and then pivots to personal status updates of the founders to imply a shift in focus or commitment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
73
The slide uses a dense paragraph format to highlight financial discrepancies and accounting adjustments related to an acquisition.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
74
Uses direct quotes from SEC filings to expose accounting inconsistencies.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
75
The slide uses red boxes to highlight the Investing and Financing sections of the cash flow statement to show the absence of the expected payment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
77
The slide uses a tree logo, likely representing Spruce Point Capital Management.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
78
Uses a chronological juxtaposition to imply a conflict of interest or poor governance.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
80
The slide uses a red callout box to highlight the timing of sales relative to the 'international growth story' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
81
The slide uses a red callout box to emphasize the CEO's unusual Form 4 disclosure and a table to list insider trading programs.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
DoubleVerify Holdings, Inc. (DV)DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a red highlight for the single 'Neutral' rating to contrast with the 'Buy'/'Outperform'/'Overweight' consensus.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
84
The table uses color coding to highlight DoubleVerify's outlier status in the 'Ad Verification' category.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide highlights that DV's valuation multiples (EV/Sales, EV/EBITDA, etc.) are significantly higher than the peer average, suggesting overvaluation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a 'long/short' thesis structure, pairing a long position in IAS with a short position in DV.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a Q&A format to present qualitative evidence from an industry expert.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a Q&A format to provide qualitative evidence for the activist thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The slide uses a Q&A table format to present qualitative evidence from an expert interview.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit