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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 73,261-73,290
Pages 3,225
Rows per page 30
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18 30 60

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73,261-73,290 of 96,741

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29
Uses proprietary survey data (n=100) and a Tegus interview to support the thesis of commoditization.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
30
Includes survey data (n=100) and a testimonial from a Philips Healthcare director.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
32
Uses direct quotes from CEO and CFO to frame the product as commoditized and delayed.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
33
Uses red boxes to highlight specific evidence of AI commoditization in the market.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
35
Uses a combination of a specific case study (Mayo Clinic) and industry commentary (DAIC blog) to support the thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
38
Uses a hub-and-spoke diagram to show feature overlap; red checkmarks added by the activist to emphasize the critique.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses Glassdoor testimonials to undermine management's narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
43
Uses a quote from an earnings call to frame a 'villain' narrative regarding regulatory compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
44
Includes a process diagram from the IPO prospectus with a red box highlight added by the activist.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
46
Uses red text to emphasize critical phrases in employee quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
47
The slide uses a table format to present qualitative evidence (employee testimonials) to support the thesis of operational failure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
48
Uses excerpts from an FDA Form 483 and a legal complaint to undermine the company's technical credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
49
The slide uses survey data to undermine the company's marketing claims regarding AI differentiation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
51
Uses a 'quote-and-critique' structure to expose potential regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
52
The slide highlights a potential reputational and operational risk for iRhythm by contrasting their offshoring practices with customer preferences.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
56
Uses an iceberg diagram to visualize the discrepancy between reported and total complaints.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
59
Uses a red 'not equal' symbol to visually represent the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
60
The slide uses official medical guidelines to undermine the thesis of companies relying on asymptomatic screening.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
61
The slide uses direct quotes from survey respondents to build a case against the company's business model of expanding monitor usage to PCPs.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
64
Uses a table-like structure to present arguments against the company's value proposition.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
66
The slide uses red boxes and underlines to highlight specific data points and text that contradict the iRhythm thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
68
The slide uses a red callout box to explicitly link Apple's recent FDA approvals to iRhythm's historical business model.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
69
Uses direct quotes from CEO and CMO to expose the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
70
Uses red boxes to draw attention to the author's name and current employment status.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
71
Uses a collection of news clippings to build a case for Apple's medical market entry.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
72
Uses a Reuters news clipping as an authority citation to support the activist thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
73
Uses a 'before-after' style contradiction to highlight management's lack of transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
74
Spruce Point Capital Management branding (pine tree logo).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
75
Includes a valuation bridge/comparison table and a specific callout regarding Q2 2025 earnings.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
76
The slide uses a red-and-white table format to highlight negative catalysts for the company.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit