slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 781-810
Pages 2,019
Rows per page 30
Component
781-810 of 60,568
40
Uses a 'villain critique' style to frame the CEO's comments as evidence of poor quality care.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction3 hits
39
Uses a 'Spruce Point Adjusted EBITDA' metric to highlight the impact of SBC on profitability.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy3 hits
100
Includes a valuation table and two consensus estimate trend tables.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown3 hits
45
The slide uses a combination of quotes from earnings calls and a table comparing incentive compensation thresholds to demonstrate how the UBS deal pushed compensation above target.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 3 hits
80
Uses financial disclosure excerpts and comparative tables to point out missing segment-level data.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 3 hits
88
Uses a red box and red arrow to connect the timing of share repurchases to the equity accounts, implying a link between the acquisition and the buyback.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 3 hits
92
Uses red arrow to visually link the inventory line item between two financial tables.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 3 hits
116
Uses red boxes to highlight the shared entity across two different company subsidiary lists.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 3 hits
83
Uses red boxes to highlight negative financial performance and specific charges.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
84
The slide uses a red box to highlight the negative EBIT contribution and the specific revenue contribution figure.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
108
Uses red arrows and boxes to visually link the contradictory data points across different tables.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits
36
The slide uses a three-column layout to categorize districts by their financial outlook.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 3 hits
51
Uses Wayback Machine data to track historical social media performance.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
62
Uses a combination of tables and callouts to contrast management quotes with quantitative data.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
100
Includes a red hand-drawn arrow connecting the 2020/2019 figures in the 2021 report to the 2020 report.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 3 hits
42
The slide uses a 'villain' framing technique to discredit the company's marketing claims.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
89
The slide uses a 'guilt by association' tactic to undermine the credibility of the company's auditors.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
92
The slide uses red callout boxes to highlight specific contradictions in compensation policy and performance outcomes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 3 hits
70
Highlights discrepancy between market-reported shares and actual RSU overhang.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 3 hits
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 Statement3 hits
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 In3 hits
101
The slide uses a series of three tables to demonstrate different valuation adjustment methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
56
The slide uses a red box and arrow to highlight the restatement of 2021 revenue and the adjustment of 2024 pro forma revenue.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter3 hits
19
The slide uses financial data to argue that IQ's actual capital contribution does not match the claimed amount, as evidenced by the absence of corresponding APIC or receivables on the balance sheet.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
32
The slide uses a hypothetical scenario to demonstrate how DDMC's gross margin would be significantly lower if iQiyi did not pay a premium over standard TV station rates.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 3 hits
07
The slide uses two data tables to contrast 'Action Obligation' vs 'Total Contract Value' to argue that management is misleading investors about actual revenue certainty.IonQ Inc. (IONQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
12
The slide uses three distinct tables to build a case for potential regulatory intervention due to capital depletion.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
16
The slide highlights specific line items related to capital expenditures (CapEx) across three different REITs using red boxes.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Victory3 hits
17
The slide highlights capital expenditure adjustments in red boxes for each peer.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Victory3 hits
08
Includes red-boxed highlights on specific financial figures.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal3 hits