slides · global inventory
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Matching slides 118,471
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9,061-9,090 of 118,471
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Uses red underlining to highlight specific text in the excerpts.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
83
Uses regulatory citations (Section 503A/503B) to cast doubt on the company's operational compliance and scalability.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
24
Uses a 'villain' framing technique to highlight management dishonesty.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique4 hits
78
The slide uses a rhetorical question to frame the lack of a clawback policy as a governance failure.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Conclusion and ValuationLoop · Quick Win Big Bet4 hits
06
The slide serves as the opening thesis statement for an activist short report.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment4 hits
69
The slide uses a combination of narrative argument and a supporting chart showing the industry-wide trend toward single embryo transfer to undermine PGNY's performance claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown4 hits
75
Uses red flag icon to denote warning/risk. Includes a sarcastic callout at the bottom regarding PGNY.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown4 hits
93
Uses a red flag icon to signal regulatory risk; includes direct quotes from company filings and industry interviews.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown4 hits
07
The slide uses a two-row layout to contrast 'Rising Financial Stress' with the 'UBS Partnership Disaster'.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 4 hits
24
Uses red flags and underlining to highlight specific phrases for contradiction.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 4 hits
114
The slide contrasts the stable Chilean economy with the distressed Argentine economy to frame the valuation benchmark.Saputo Inc. (TSX:SAP) · Spruce Point Capital Management
Activist deck Short seller 4 hits
47
Uses a 'red flag' icon to signal warning/contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle4 hits
13
Uses a vertical red arrow as a visual anchor for the thesis flow.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter4 hits
14
Uses red flag icon to denote 'red flag' or warning content.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment4 hits
44
Uses news clippings from Reuters and Forbes to support the bearish thesis.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller 4 hits
44
Uses a side-by-side comparison of two press release excerpts to demonstrate a discrepancy in how a grant was reported.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory4 hits
71
Uses a red flag icon to signal warning/risk.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Victory4 hits
70
Uses red boxes to highlight specific cells in the table that the author disputes.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 4 hits
07
Uses expert interviews and financial metrics to argue that MSCI's growth is stalling and margins are being artificially supported.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Cite PrecedentLoop · Cost Of Inaction4 hits
10
This is a classic activist short-seller slide focusing on accounting irregularities and lack of transparency.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
35
Uses a contrast-pairs approach to highlight MSCI's internal leadership changes vs. external competitor success.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
09
The slide uses a red border to highlight the critical nature of the text, which focuses on business model risks and volatility.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication4 hits
10
The slide uses a yellow background to highlight critical arguments against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication4 hits
81
The slide uses yellow highlighting to draw attention to the specific language in Zillow's 10-K that allows for management discretion.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 4 hits
45
Uses a two-column layout to contrast corporate policy with specific allegations.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction4 hits
81
The slide uses color-coded highlighting (green and red) to draw attention to specific text changes in the company's financial disclosures.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 4 hits
34
Uses direct quotes from company filings and conference calls to expose the gap between guidance and reality.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle4 hits
53
The slide uses direct excerpts from 10-K filings to contrast the testing methodologies used in consecutive years.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 4 hits
59
Uses highlighting to draw attention to the specific change in reporting language ('including' vs 'net of').Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller 4 hits
81
Uses a side-by-side comparison to highlight the discrepancy between corporate claims and candidate experience.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory4 hits