Matching slides 118,471
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79,771-79,800 of 118,471

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Uses a table to contrast historical quotes against a timeline to expose management inconsistency.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
74
Uses a screenshot of a HIMS SPAC presentation slide to highlight the discrepancy between past promises and current reality.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
76
The slide uses a table to contrast past aggressive expansion claims with recent conservative guidance, followed by a critique of the company's definition of 'category'.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
77
Uses red callout boxes to directly refute specific management quotes.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
79
Uses a table to show stagnant wholesale revenue and a quote-based comparison to expose management's changing narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
80
Uses a side-by-side comparison of company claims vs. CEO statements to build a case for regulatory risk.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
81
Uses red underlining on source text to emphasize regulatory non-compliance risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
82
The slide uses red boxes and callouts to highlight specific misleading claims on the HIMS website.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
84
The slide uses a table format to present qualitative evidence (expert testimony) to undermine the company's growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses a 'quote-rebuttal' structure to undermine management's credibility regarding their key performance metrics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
89
The slide uses a 'villain' framing by highlighting predatory subscription practices.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
90
The slide uses a table to highlight the discrepancy between management's narrative and the actual performance metrics.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
91
Uses testimonial-style quotes to undermine management's narrative on marketing efficiency.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
92
The slide uses a table to demonstrate that adjusted CAC is higher and less stable than reported figures suggest.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
94
Includes a table of financial metrics from Q1 2020 to Q1 2023 and a quote from the CEO.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
95
The slide uses a grid of six screenshots of previous charts, each marked with a large red 'X' to signify the cessation of reporting.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
96
The slide uses a combination of professional bio data and financial statement snippets to contrast the auditor's experience with the complexity of the target company.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
98
The slide uses a 2x3 grid layout to categorize governance failures.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
100
Uses red 'X' overlays on headshots to visually communicate turnover.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
103
The slide highlights HIMS's high revenue growth and premium valuation compared to peers, suggesting a potential decline in growth due to market factors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The slide uses a metaphorical image of a leaking pipe to represent a 'leak' in the investment thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a red border to emphasize the activist nature of the content. It combines narrative forensic analysis with specific executive interview findings.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
The slide uses red boxes and callouts to point out specific numerical differences between the SEC filing and the company website version.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
Uses a 'before-after' style narrative to link a hire to a previous 'villain' critique.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
Uses a 'before-after' or 'promise-vs-reality' structure to highlight failure.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
Uses a red arrow to link the company's stated goal (50-75 bps) to the executive's critique of that goal.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
Uses a side-by-side comparison of company claims vs. internal expert testimony.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
Uses a 'Spruce Point Question' vs 'Former Xylem Executive Response' format to highlight operational dysfunction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The slide uses red boxes to highlight specific data points (negative gross additions and declining depreciation) to support the activist thesis.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit