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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 72,271-72,300
Pages 3,225
Rows per page 30
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72,271-72,300 of 96,741

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78
The slide uses a screenshot of a fund fact sheet to contrast the fund's stated 'Unconstrained Approach' with the actual exclusion of a major industry player.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
79
The slide uses a table of analyst ratings and a pie chart to show the distribution of sentiment, contrasting this with the author's own forensic accounting thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a comparison frame to highlight the discrepancy between market valuation and historical M&A data.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
Includes a screenshot of a CNBC interview with the CEO as a visual anchor for the 'hype' argument.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
82
The slide uses a 'before-after' or 'contradiction' framing by juxtaposing a company document (left) with executive quotes (right).Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a comparison table to argue that Samsara's core business is at risk of obsolescence due to superior ADAS technology.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
87
The slide uses a confrontational tone ('Kool-Aid', 'nonsense') typical of activist short reports.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a 'Spruce Point Price Target' table to justify a bearish thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses a satirical illustration of the Grinch to frame the target company (E.L.F. Beauty) as a villainous entity.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
The slide serves as the primary thesis statement for the short report, focusing entirely on the reputational risk associated with the company's marketing partners.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
05
The slide uses a 'villain' narrative by linking the company to controversial figures and past legal issues to justify a short position.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a correlation argument between marketing agency engagement and stock performance.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
10
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
12
Uses red arrows to visually link the subject's biography to the NXIVM-affiliated Executive Success Programs.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
Uses screenshots of LinkedIn and news articles to establish a connection between the company and the NXIVM cult.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
17
The slide uses screenshots of LinkedIn posts to establish a connection between the subject and the company being analyzed.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
19
Uses social media screenshots to imply an inappropriately close relationship or 'insider' language.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
20
The slide uses social proof to validate a business relationship.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
22
This is a classic 'guilt by association' slide used in activist short reports.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
25
The slide uses a table format to present evidence from three distinct media sources (NYT, NY Post, Vanity Fair) to validate the claim.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Loop · Pattern Hunter1 hit
28
The table uses a scenario-based valuation approach to calculate downside risk.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
Slide 1
The image uses a 'villain' framing technique by associating the company with a run-down property and vermin.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
03
The slide uses a 'precedent' framework to establish credibility by showing past performance.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
06
This is a classic activist short thesis slide, focusing on 'broken promises' and 'aggressive accounting'.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red text to highlight critical negative findings.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
08
The slide uses red text to highlight key negative impacts on Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
09
The slide uses a red border to highlight the critical nature of the text, which focuses on business model risks and volatility.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
The slide uses a yellow background to highlight critical arguments against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
11
The slide uses a red border to highlight critical risk areas.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
The slide uses red text to highlight key claims regarding competitive threats and financial accounting practices.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit