slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 80,791-80,820
Pages 3,950
Rows per page 30
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80,791-80,820 of 118,471
23
Uses legal excerpts to build a narrative of corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose a contradiction in management's public statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Uses a table structure to systematically debunk four specific marketing claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
29
Uses proprietary survey data (n=100) and a Tegus interview to support the thesis of commoditization.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
30
Includes survey data (n=100) and a testimonial from a Philips Healthcare director.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
32
Uses direct quotes from CEO and CFO to frame the product as commoditized and delayed.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
34
The slide highlights specific text in red to emphasize the FDA's finding of miscalculation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
35
Uses a combination of a specific case study (Mayo Clinic) and industry commentary (DAIC blog) to support the thesis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
36
Uses a direct quote from an earnings call to frame a 'new news' event as a material threat.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
38
Uses a hub-and-spoke diagram to show feature overlap; red checkmarks added by the activist to emphasize the critique.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
39
Uses Glassdoor testimonials to undermine management's narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
41
The slide uses direct quotes from an FDA Form 483 to build a case of regulatory negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
45
The slide uses direct quotes from interviews to undermine the company's defense regarding their product safety and reporting obligations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
46
Uses red text to emphasize critical phrases in employee quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
48
Uses excerpts from an FDA Form 483 and a legal complaint to undermine the company's technical credibility.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
49
The slide uses survey data to undermine the company's marketing claims regarding AI differentiation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
50
Uses a 'before-after' or 'contradiction' structure to undermine corporate claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
51
Uses a 'quote-and-critique' structure to expose potential regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
52
The slide highlights a potential reputational and operational risk for iRhythm by contrasting their offshoring practices with customer preferences.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
55
Uses a side-by-side comparison to highlight regulatory risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
56
Uses an iceberg diagram to visualize the discrepancy between reported and total complaints.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
58
Uses a quote from the CEO to highlight the discrepancy between the company's 27M+ TAM claim and the 6.5M current market reality.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
59
Uses a red 'not equal' symbol to visually represent the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
64
Uses a table-like structure to present arguments against the company's value proposition.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
65
Uses a direct quote from an earnings call to highlight a perceived contradiction in management's market sizing narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
68
The slide uses a red callout box to explicitly link Apple's recent FDA approvals to iRhythm's historical business model.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
69
Uses direct quotes from CEO and CMO to expose the contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
70
Uses red boxes to draw attention to the author's name and current employment status.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
71
Uses a collection of news clippings to build a case for Apple's medical market entry.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
75
Includes a valuation bridge/comparison table and a specific callout regarding Q2 2025 earnings.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit