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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 73,231-73,260
Pages 3,225
Rows per page 30
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18 30 60

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73,231-73,260 of 96,741

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The slide uses a red-line emphasis to highlight the removal of the 'Non-cash' descriptor in financial reporting.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
64
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic to challenge company-reported metrics.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
65
The slide uses a comparison of 2021 vs 2020 incentive targets to expose a governance concern.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
67
The chart includes an arrow indicating the downward trend of Free Cash Flow despite rising EBITDA.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
68
The slide argues that Limbach is under-provisioning for credit losses, which artificially inflates earnings.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
71
This is a cover-style thesis slide, likely used as a section divider or opening statement.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
73
The slide uses a table to demonstrate the prevalence of PE-backed platforms in the facility services sector.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
76
The slide uses a combination of qualitative expert testimony and a supporting data table to validate a bearish thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
77
The slide uses red text to emphasize key strategic points within the quotes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
78
The slide uses a red line to visually connect Limbach's position across the two tables, emphasizing the decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
79
The slide uses a list of acquisitions to demonstrate that Limbach is competing for the same targets as larger industry incumbents.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
80
This is a section divider or thesis slide from a Spruce Point Capital Management research note.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
82
The table includes historical data from 2019-2024 and projections for 2025E and 2026E (Low/Base cases).Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
83
The slide highlights Limbach's premium valuation relative to peers, arguing it is unwarranted due to growth and accounting concerns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
85
The slide uses a press release excerpt to validate the valuation multiple of a comparable company.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
86
The slide uses a short-seller research note format, combining a valuation bridge table with a list of qualitative negative catalysts.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Valuation Table1 hit
01
Slide 1
The slide uses a speech bubble to mock the company's product positioning.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
04
The slide uses a precedent table to establish credibility and track record.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
06
The slide serves as a cover/introductory summary for an activist short report.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
07
This is a classic activist short-seller thesis slide, combining product commoditization arguments with regulatory/safety risk exposure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
08
The slide uses a red border to emphasize the critical nature of the content.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The slide is structured as two distinct sections: one on business headwinds and one on management credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
14
The slide uses a table format to contrast specific company claims/results with Spruce Point's critical analysis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
17
Uses a 'not equal' symbol to visually represent the contradiction between management's pitch and reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
22
Uses a specific employee testimonial to validate the activist's thesis regarding product development issues.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses legal excerpts to build a narrative of corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose a contradiction in management's public statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Spruce Point Capital Management branding.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
26
The slide uses a 'villain critique' approach to undermine the company's core value proposition (AI and device tech).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
27
Uses a table structure to systematically debunk four specific marketing claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit