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slides · global inventory

Quote

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,645
Current window 7,891-7,920
Pages 355
Rows per page 30
Component: Quoteclear collectionreset all
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7,891-7,920 of 10,645

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63
Includes a quote from a Tegus interview to support the argument that aggregate permitting is difficult, implying ROAD's reserves are less valuable than the market assumes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
65
The slide uses a combination of qualitative expert testimony and a detailed operational/financial comparison table to argue for ROAD's overvaluation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
66
The table highlights ROAD's missing data with '??' in a red-highlighted column.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
68
The slide uses a combination of qualitative expert testimony and quantitative historical valuation charts to support a short thesis.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
12
Uses Wayback Machine screenshots to prove manipulation of public-facing review data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
22
Uses red underlining and green highlighting to draw attention to specific text changes in SEC filings.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
Uses a combination of CEO quote analysis and competitor data to frame the company's strategic pivot as a weakness.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
27
Uses screenshots of Google search results to highlight that Remitly is not the top sponsored result in key markets.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Uses a 'before-after' comparison of diagrams to highlight inconsistency in corporate narrative.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
Uses a combination of a pull-quote from a former employee and excerpts from regulatory documents to build a case of negligence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.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
Activist deck Short seller 1 hit
04
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
17
The slide uses a red box to highlight negative QoQ growth in Q3 and Q4 2024, contrasting it with management's price increase strategy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
18
Uses red lines to visually connect the contradictory statements in the CEO quote and the SEC filing text.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
The slide uses a CEO quote to frame the promotional activity as a competitive threat.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
30
Uses Wayback Machine screenshots to highlight lack of growth in Facebook likes/followers.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
32
The slide uses a combination of a data table and a pull-quote to support the thesis of financial distress.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
55
Includes a direct quote from a former employee and a data table comparing actual vs consensus capex.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
58
The slide uses a table to highlight financial metrics that contradict a healthy partnership, specifically focusing on the 2023 auditor change period.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
70
Includes a testimonial from a former employee and a screenshot of IRS search results.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
16
The slide uses yellow highlighting to emphasize specific parts of the quote.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
18
Uses a table-like structure to present an interview transcript.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
25
Uses a comparison of 2019 vs 2025 pricing to demonstrate the reduction in value for United MileagePlus members.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
28
The slide uses highlighted text within the quote to emphasize key points of friction between CLEAR and the TSA.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
30
Includes a long verbatim quote from a former employee to support the thesis.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
34
The slide uses yellow highlighting to emphasize key arguments within the quote.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
35
The slide uses color-coded highlighting within the quote to emphasize key points about the breakdown of the airline-CLEAR partnership.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
37
The slide uses yellow highlighting to emphasize key arguments within the quote.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
38
The slide uses a quote to argue that CLEAR is redundant because it fails to address the baggage check labor cost problem that TSA Digital ID solves.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit