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79,711-79,740 of 118,471

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Slide 1
The slide uses a provocative visual metaphor (skull and crossbones, 'Stock Promotion' text on a bald head) to frame the company's business model as deceptive.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a collage of marketing materials to frame the company as a 'marketing machine' rather than a healthcare company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
05
The slide uses a 3-column comparison table to establish credibility through past performance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
09
The slide uses a series of bullet points to build a case for regulatory non-compliance and structural obfuscation.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
10
This is a dense text-heavy slide typical of activist short reports, outlining multiple points of contention regarding the company's medical standards and business ethics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
12
The slide uses a list-based critique format to systematically dismantle the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
13
Slide 13 of a Spruce Point Capital Management activist deck.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
14
The slide uses a red background for the 'Why Spruce Point Believes the HIMS Model Is Broken' section to emphasize the negative outlook.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
18
The slide uses a diagram to illustrate the MSO (Management Services Organization) structure used to navigate Corporate Practice of Medicine (CPoM) laws.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses a testimonial quote as primary evidence to contradict corporate claims.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses legal excerpts from California, Kansas, and Nevada to support the thesis of regulatory non-compliance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
53
Uses a comparison table structure to contrast DoubleVerify's lack of disclosure with Integral Ad Science's disclosure.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
55
The slide uses red highlighting to emphasize 'No Address' entries, signaling office closures or lack of transparency.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
56
Uses a 'preempt_rebuttal' style layout to directly refute specific analyst claims from Needham and Barclays.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
63
Uses screenshots of search results from ABC.org to prove the loss of accreditation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
66
Uses Wayback Machine screenshots to contrast '800+ clients' with '200+ large global brands'.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
67
Uses a before-after comparison of CEO statements to expose a contradiction in business scale.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
69
Uses Wayback Machine as a source to verify pre-acquisition executive presence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
70
Uses Wayback Machine screenshots to compare historical vs current data.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
72
Uses red boxes to highlight specific line items (Gross Profit, Operating Profit) in financial tables to draw attention to the decline.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
73
The slide uses a dense paragraph format to highlight financial discrepancies and accounting adjustments related to an acquisition.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
75
The slide uses red boxes to highlight the Investing and Financing sections of the cash flow statement to show the absence of the expected payment.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
76
The slide uses a pro-forma table to demonstrate how a $2.8M expense adjustment reconciles the reported $0.18 EPS to the consensus $0.14 EPS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
79
The chart uses red icons to denote insider selling events.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
80
The slide uses a red callout box to highlight the timing of sales relative to the 'international growth story' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
81
The slide uses a red callout box to emphasize the CEO's unusual Form 4 disclosure and a table to list insider trading programs.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
83
The slide uses a red highlight for the single 'Neutral' rating to contrast with the 'Buy'/'Outperform'/'Overweight' consensus.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
85
The slide highlights that DV's valuation multiples (EV/Sales, EV/EBITDA, etc.) are significantly higher than the peer average, suggesting overvaluation.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
91
The slide uses a Q&A table format to present qualitative evidence from an expert interview.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
92
The slide uses a Q&A table format to present qualitative evidence from an expert interview.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit