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Matching slides 96,741
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72,961-72,990 of 96,741
06
The slide uses a sidebar-body layout to present four distinct pillars of the short thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
07
The slide uses a two-column layout with a sidebar for key themes and a main body for detailed arguments.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
08
Spruce Point Capital Management branding (pine tree logo).Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
09
The slide uses a red flag icon to draw attention to a list of governance and accounting concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)Loop · Golden Circle1 hit
10
The slide uses a table to frame customer consolidation as a risk factor for Dycom, countering the company's positive narrative.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
Highlights the removal of transparency as a 'red flag'.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
The slide highlights a mathematical discrepancy in Q3 2023 where the sum of recognized revenues does not match the stated total.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
16
The slide uses a combination of growth charts and curated industry quotes to frame FWA as a competitive threat to traditional fiber infrastructure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
17
The slide uses a table format to contrast historical management commentary with current performance, effectively using the 'expose_contradiction' pattern.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
22
The slide uses a dual-axis chart to show revenue (bars) and EBITDA margin (line) over time, paired with a list of accounting/operational concerns.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
23
Uses a timeline-style table to demonstrate the degradation of management transparency.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
24
The slide uses a red box to highlight negative organic headcount growth figures, emphasizing the core activist thesis.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
25
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
The slide uses a three-column layout to contrast the legal issues of Frontier, their joint activities, and Dycom.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Uses screenshots of policy documents and a LinkedIn post to build a case for non-disclosure.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The chart displays both absolute dollar values ($ in mm) and percentage of total revenue for each year.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The slide implies a close relationship or reliance on Frontier's narrative by Dycom, potentially to suggest a conflict of interest or lack of independent validation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a table to compare ratios across time and customers, specifically calling out 'Ceased Disclosure' for Frontier.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
32
The slide uses a table of earnings surprises and a line chart of revenue growth to suggest financial manipulation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses direct quotes from SEC filings to expose past material weaknesses in internal controls.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses red highlighting to emphasize negative keywords in the quoted text.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide uses a red box to highlight the specific line item 'Audit-Related Fees' and its corresponding definition in the footnotes.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses a comparison table to argue that Dycom's valuation is stretched due to its reliance on MSAs and high customer concentration.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
41
The slide uses red bars to highlight Dycom (DY) and a red horizontal line to indicate the peer average.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
The slide uses a visual metaphor of a person holding money and questioning the counterparty, reinforcing the 'mistrust' thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a table to establish credibility by citing historical performance of short-selling campaigns.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a dense paragraph structure to summarize multiple pillars of a short thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a red checkmark icon to denote each lever, with one row highlighted in red to emphasize a specific concern regarding TAM expansion.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit