slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 80,581-80,610
Pages 3,950
Rows per page 30
Component
80,581-80,610 of 118,471
32
The slide uses a table of earnings surprises and a line chart of revenue growth to suggest financial manipulation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses direct quotes from SEC filings to expose past material weaknesses in internal controls.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
36
Uses red highlighting to emphasize negative keywords in the quoted text.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
The slide uses a comparison table to argue that Dycom's valuation is stretched due to its reliance on MSAs and high customer concentration.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
42
The slide uses a comparison frame to highlight the discrepancy between the subject company and its peers.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
The slide uses a visual metaphor of a person holding money and questioning the counterparty, reinforcing the 'mistrust' thesis.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
09
Uses a screenshot of a CEO interview and the company's FAQ page to build the argument.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 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
13
The slide uses screenshots of review platforms (BBB, Pissed Consumer, Capterra, Product Review, CompareRemit) and Facebook comments to build a case of poor customer service.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Uses a before-after comparison to highlight a change in data sources and TAM figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
18
The slide uses red highlighting to emphasize negative sentiment and risk factors within the interview transcript.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
19
Uses a before-after comparison of regulatory filings to build a case for competitive risk.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
25
The slide uses a red box to highlight the 2% growth figure in 2024 and a callout box to emphasize the stalling expansion.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
28
Uses screenshots of mobile app stores to highlight competitive disadvantage in search advertising.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
30
Uses a 'before/after' style comparison of a past chart vs current executive/employee commentary to expose a potential contradiction.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
Uses a comparison table structure to juxtapose management quotes against industry data.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
34
Uses a table format to contrast company claims with critical feedback.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
The slide uses a table to demonstrate declining unit economics for the target company.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
38
The slide uses color-coded highlighting (green for positive drivers, red for negative/offsetting factors) to emphasize the shift in disclosure quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Includes annotations highlighting 'Almost no growth' and 'Sharp Decline...'Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
40
Uses a combination of historical data visualization and a table of management quotes to highlight a discrepancy.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
41
The slide uses red highlighting to emphasize negative outlooks on industry profitability and green highlighting for a positive assessment of Remitly's quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The slide uses a table to compare 2023 and 2024 financial metrics related to credit facility usage, with red callout boxes highlighting aggressive growth.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
47
The slide uses a table to contrast company narrative with financial performance metrics.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide uses highlighting to draw attention to specific phrases within the quoted risk factor text.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit