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Matching slides 118,471
Current window 80,851-80,880
Pages 3,950
Rows per page 30
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80,851-80,880 of 118,471

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26
The slide uses a dual-chart layout to show the inverse relationship between share count/CEO pay and insider ownership.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
28
Uses a side-by-side comparison of website screenshots to prove the omission.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide highlights a specific red flag regarding corporate governance and audit quality.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a table to demonstrate 'distractions' and lack of transparency regarding CEO services.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a table to contrast shifting incentive structures, specifically highlighting the 2024 pivot toward liquidity.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide highlights a consensus of 'Buy' ratings while simultaneously arguing the stock is a poor investment, framing the consensus as misguided.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a 'Spruce Point Adjusted' column to reconcile Street estimates with their own adjustments.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The slide uses a screenshot of a prediction market as a proxy for market sentiment/risk assessment.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a matrix structure to compare four distinct legal cases (MA, NJ, MD, NV) across four dimensions (Status, Impact, Decision Window, Supreme Court).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
13
Includes a screenshot of the Kalshi orderbook interface.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The table highlights 24 outcomes where Kalshi's payout is compared against DraftKings; the yellow cells indicate where Kalshi's payout is higher.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide uses a stacked bar chart for the OSB side and a single bar for Kalshi to imply an outsized market share.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
The slide argues that Kalshi's 18+ age requirement allows it to capture users before they reach the 21+ age requirement for traditional sportsbooks like DKNG.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
22
Includes raw data tables for DKNG and competitors in NY, plus a specific comparison for NFL weeks 1-4.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
23
The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
26
The table demonstrates that even in the 'Most Conservative' case, Spruce Point projects a revenue miss against consensus.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
27
The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
30
Uses external data (InGame analysis and former employee testimony) to challenge the valuation thesis of the target company.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
31
The slide uses a side-by-side comparison to highlight a calculation error in a sell-side report.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
33
The slide argues against a potential pivot to a prediction market model by quantifying the revenue impact.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a 'villain' framing for sell-side analysts, contrasting their bullish outlooks with the firm's bearish thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
Includes a Bloomberg terminal screenshot showing revenue estimate revisions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a valuation bridge to calculate equity value and share price under two scenarios (Low Case and Base Case).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
The slide provides a step-by-step breakdown of how market share capture percentages are derived using variables A through J.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a visual metaphor of a smart thermostat displaying a 'Smart Alert' and 'Shares Over Heated' alongside cockroaches to imply infestation or decay.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
This is a classic activist short thesis slide, combining forensic accounting allegations with operational critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
The slide uses a narrative-heavy approach to build a case against the company's management and operational health.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem1 hit
14
The slide uses a timeline-annotated stock chart to highlight key corporate events and failures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit