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 80,821-80,850
Pages 3,950
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80,821-80,850 of 118,471
76
The slide uses a red-and-white table format to highlight negative catalysts for the company.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
78
The slide uses red highlighting in the table to draw attention to unfavorable trends in 2023 and 2024.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
79
Uses a combination of regulatory precedent (HHS) and employee testimony (Glassdoor) to build a case for potential fraud.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
80
Uses a combination of direct quotes from company filings/calls and a causal logic flow to build the bear case.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
Uses a 'villain critique' style to contrast management claims with actual performance data.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
82
Uses a table to contrast historical management claims with subsequent outcomes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
83
The slide highlights that despite 10x revenue growth, iRhythm's margins have barely improved, contrasting this with BioTelemetry's superior profitability at similar scales.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
84
Uses a 'not equal' symbol to visually represent the contradiction between CEO statements.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
85
Uses red 'X' and flag icons to signify negative disclosure trends.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
88
Uses a combination of CEO quote and legal document excerpt to highlight a contradiction.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
90
Uses red underlining to highlight specific regulatory violations in the source text.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
91
The slide uses a red-background table to visually emphasize the 'troubling' nature of the associations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
92
Uses visual markers (red X and ?) to annotate corporate policy text as evidence of failure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
94
Uses a timeline-style table for management turnover and a list with red 'X' marks to indicate board departures.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
95
The slide uses red text to emphasize critical phrases within the quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
96
The slide uses a table of individual insider holdings and a stock chart to visualize the 'opportunistic' selling behavior.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
99
The slide highlights a disconnect between the stock's recent price performance and the underlying analyst consensus.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
100
The slide argues that iRhythm's technology is commoditized and less rigorous than peers, justifying a lower valuation multiple.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
101
The slide uses a 'services business' argument to justify a lower revenue multiple (2x-4x) compared to medical device peers.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by citing past performance.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
06
The slide uses a numbered list format with red flag icons to denote critical risks.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication1 hit
07
The slide uses a strong narrative framing ('disconnected from reality') to set up a short thesis.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a side-by-side comparison of biography excerpts from 2009 vs today to highlight a shift in narrative or focus.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
Uses screenshots of legal documents as evidence of regulatory actions.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Includes a screenshot of a UEC website from 2006 and a block quote detailing legal allegations against Horton.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Includes a screenshot of the UEC website from 2006 and a callout box highlighting the fraud risk.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses a visual mapping technique to connect specific individuals listed in a table to an SEC litigation case.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses visual evidence (screenshots) to undermine corporate narrative.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table of enforcement orders linked to specific red-box callouts highlighting the severity of the violations.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The chart highlights a stark contrast between historical low capex and projected high capex.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit