slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
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73,021-73,050 of 96,741
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The slide uses a table to contrast company narrative with financial performance metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses highlighting to draw attention to specific phrases within the quoted risk factor text.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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Remitly Global, Inc. (RELY)Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses screenshots of a YouTube video and Wise's comparison website to illustrate competitive pressure.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
51
The slide uses a standard Google Trends interface screenshot to support a competitive analysis argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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Uses a combination of a screenshot of a traffic analytics table and a screenshot of a comparison website to build a narrative of competitive disadvantage.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses Similarweb data and screenshots of AI chatbot responses to argue that AI bias favors Wise over Remitly.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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Uses screenshots of BestMoney.com comparison tables to show Remitly's low ranking (4th, 3rd, 4th) in major corridors.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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59
The slide uses direct quotes from SEC filings to contrast the company's claims of remediation with suspicious accounting reclassifications.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
61
Uses a screenshot of a biography and a quote from a press release to establish the contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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The slide uses a 'villain' framing technique by juxtaposing historical data with conflicting management statements.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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64
The slide uses a Q&A format to frame the expert's testimony as a critique of company transparency and business health.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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The slide uses a specific example of a co-founder's pledged shares to argue against poor governance practices.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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This is a classic 'thesis headline' slide used by Spruce Point Capital Management.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide highlights Remitly's aggressive use of stock-based compensation (12% of revenue, 78.2% of operating cash flow) compared to the peer average (4.1% and 26.1% respectively).Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
Uses a table of analyst ratings and a pie chart to visualize the consensus bias.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The table details specific insider trading plans for executives including Pankaj Sharma, Josh Hug, and Matt Oppenheimer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
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71
The table compares Remitly against a basket of payment and money transfer companies, highlighting its high EV/FCF multiple compared to peers.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
The slide uses a red bar for Remitly to visually distinguish it from the peer group.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
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The slide uses a standard valuation bridge format to derive implied share price from EBITDA multiples.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
The design mimics an energy drink can, playing on the target company's brand identity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a table format to establish credibility by highlighting past successful short campaigns.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a list of bullet points to detail specific 'Recent Bearish And Concerning Developments' from 2021 to 2025.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide is text-heavy, functioning as a summary of the activist short thesis.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses color-coded text (red/yellow) to emphasize negative sentiment and critical operational failures.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses color-coded text (red) to emphasize critical negative findings within the quotes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a two-row table structure to categorize interview insights.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a table format to categorize qualitative interview feedback.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Monster Beverage Corp. (MNST)Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit