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Matching slides 96,741
Current window 73,321-73,350
Pages 3,225
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73,321-73,350 of 96,741

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35
This is a classic activist investor 'thesis' slide, often used as a transition or summary point.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide highlights a consensus of 'Buy' ratings while simultaneously arguing the stock is a poor investment, framing the consensus as misguided.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The table highlights UEC's high EV/EBITDA multiples (106.5x 2026E) compared to the peer group averages.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide uses a valuation bridge to justify a 65-85% downside, supported by a list of governance and operational concerns.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The slide uses a screenshot of a prediction market as a proxy for market sentiment/risk assessment.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a yellow background to highlight the core thesis text. It references specific regulatory events in 2025 involving the CFTC, Kalshi, and Polymarket.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
07
The slide outlines the conflict between federal and state regulation of prediction markets and details specific legal timelines and scenarios.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
08
The slide discusses legal injunction tests (irreparable harm, public interest) and regulatory warnings from state gaming commissions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
09
The slide uses a yellow-bordered box to highlight key arguments regarding market disruption and competitive advantage.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a matrix structure to compare four distinct legal cases (MA, NJ, MD, NV) across four dimensions (Status, Impact, Decision Window, Supreme Court).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
13
Includes a screenshot of the Kalshi orderbook interface.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The table highlights 24 outcomes where Kalshi's payout is compared against DraftKings; the yellow cells indicate where Kalshi's payout is higher.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
The table highlights specific game scenarios (pregame vs in-play) to compare payout returns on a $100 bet.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide uses a stacked bar chart for the OSB side and a single bar for Kalshi to imply an outsized market share.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
The slide argues that Kalshi's 18+ age requirement allows it to capture users before they reach the 21+ age requirement for traditional sportsbooks like DKNG.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Includes raw data tables for DKNG and competitors in NY, plus a specific comparison for NFL weeks 1-4.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
23
The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
26
The table demonstrates that even in the 'Most Conservative' case, Spruce Point projects a revenue miss against consensus.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
27
The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
30
Uses external data (InGame analysis and former employee testimony) to challenge the valuation thesis of the target company.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
31
The slide uses a side-by-side comparison to highlight a calculation error in a sell-side report.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide argues against a potential pivot to a prediction market model by quantifying the revenue impact.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'villain' framing for sell-side analysts, contrasting their bullish outlooks with the firm's bearish thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
Includes a Bloomberg terminal screenshot showing revenue estimate revisions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a valuation bridge to calculate equity value and share price under two scenarios (Low Case and Base Case).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
39
The chart uses a broken axis for the handle bars. The red box highlights the 8.7% margin in Q2 2025 as an outlier.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a screenshot of a betting platform to point out a massive discrepancy in reported handle figures.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a visual metaphor of a smart thermostat displaying a 'Smart Alert' and 'Shares Over Heated' alongside cockroaches to imply infestation or decay.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit