Matching slides 118,471
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80,521-80,550 of 118,471

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The slide uses a 'villain' framing by highlighting the disconnect between high valuation and poor financial performance.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
95
Uses a direct comparison table format to highlight discrepancies in market penetration, pricing, replacement cycles, and cost efficiencies.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
96
The slide uses red icons to denote selling activity on a stock price line chart.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
98
The slide uses a 'generous' set of assumptions to preemptively counter potential bull-case arguments regarding market penetration.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Includes a table of historical and projected financials with a highlighted 'Period of massive uncertainty'.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Includes a stock chart with a callout annotation marking the warning date.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & Context1 hit
07
The slide uses a sidebar-body layout common in activist decks to present a series of red flags.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
09
The slide uses red arrows to highlight the shifting language across three distinct time periods (2020, 2022, 2024).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
Uses color-coded highlighting to emphasize specific phrases in management quotes.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
11
The slide uses two tables to categorize PE activity into 'ROAD's Markets' and 'Other Markets'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
12
The slide uses three side-by-side table excerpts to show the progression of the company's ranking and eventual disappearance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
13
The slide highlights the removal of 'Construction Partners' from the 2024 list compared to its #94 position in 2023.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
16
Uses a screenshot of a DOT bid document to highlight Ferebee's underperformance.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
17
Uses red arrows and highlights to draw attention to specific data points and text contradictions.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
18
Uses a specific precedent (Granite Construction) to frame the high DSO as a red flag for potential accounting fraud.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
19
The slide uses a before-and-after comparison to show how the company's financial reporting metrics have shifted over time.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
21
Uses a 'before-after' comparison of 10-K language to highlight potential revenue manipulation.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
22
The slide uses a direct excerpt from a 10-K filing to frame a concern about revenue recognition practices.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
23
The slide uses a specific formula for ROCE (Adj. EBIT / Capital Deployed) to highlight the decline.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
24
The slide uses data tables to contrast performance metrics and highlight negative trends in volume and pricing.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
25
The slide uses color-coded text (red for ROAD's aggressive language, yellow for peer's conservative language) to visually emphasize the contradiction.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
27
The slide uses a red box to draw attention to the specific change in accounting/disclosure regarding reserve life.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & Proof1 hit
29
The slide uses a table to calculate the ratio of deal costs to cash paid for acquisitions over a 7-year period.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses FOIA data to derive implied Q4 results.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
32
The slide uses a table of management quotes alongside a bar chart to visually demonstrate the discrepancy between stated performance drivers and actual margin trends.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
33
The slide uses a FOIA request to establish a trend of declining contract value, suggesting potential financial shortfalls for the company (ROAD).Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
38
The slide uses a 'before-after' style contradiction to imply management is hiding negative developments regarding Florida infrastructure contracts.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
40
The table uses a matrix format to show the impact of two variables on EBITDA.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · The Reveal1 hit
42
Uses a 'before-after' style juxtaposition of company marketing materials vs. critical expert commentary.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit
43
Includes a CEO quote to frame the company's own narrative on margins, which the slide then challenges with benchmark data.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy1 hit