slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 23,622
Current window 9,481-9,510
Pages 788
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9,481-9,510 of 23,622
18
The slide uses a diagram to illustrate the MSO (Management Services Organization) structure used to navigate Corporate Practice of Medicine (CPoM) laws.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
88
Uses a 'before-after' style comparison of revenue figures to expose a reporting hole.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
114
Uses red arrows to connect specific data points in tables to the narrative callouts.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
07
Uses a vertical arrow process flow to contrast 'Pattern of Announcing Partnerships' with 'Limited Traction' and 'Baker Hughes Contract' issues.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
09
Uses a vertical red arrow on the left to categorize governance failures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
12
Uses a red flag icon to signal risk/activist concern. The diagram uses arrows to imply directionality of payments or influence.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
25
Uses a timeline-style flow to show changing terminology, followed by two tables demonstrating the data gaps and growth deceleration.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
34
Includes a CEO quote callout at the bottom.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
47
The slide uses a timeline and two tables to contrast reported vs. unreported sales, alleging regulatory non-compliance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
58
Uses a red flag icon to signal a warning/contradiction. The diagram maps the flow of funds and alliances between C3.ai, Microsoft, and the DTI.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Cost Of Inaction1 hit
13
Uses a 'The Stock Promotion' vs 'The Spruce Point Cold Reality' framing to expose a discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
118
Uses a flow diagram to illustrate the circular nature of the transaction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
12
Uses a red flag icon to signal accounting concerns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'villain critique' approach by attacking the credibility of the CEO and CFO.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a vertical arrow graphic to represent a progression of problems.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses red arrows to visually map the overlapping tenures between the two individuals.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
37
Uses a yellow arrow to highlight the contradiction between peer tech investment and Rollins' financial-only modernization focus.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
Uses a bar chart to compare inventory levels of Samsara (IOT) against other SaaS peers to highlight the outlier status.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a vertical red arrow on the left to visually anchor the 'downside' thesis, listing key risk factors as a sidebar.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem presentationLoop · The Reveal1 hit
11
The slide uses a hub-and-spoke diagram to link Nuvei's CEO and CFO to various associates, highlighting 'concerns' for each.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller Beat · The villain (Nuvei Corp)1 hit
91
Uses a simple additive equation visual (A + B = C) to compare pre-acquisition headcount to post-acquisition headcount.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
21
Uses a funnel diagram to map expert commentary against Zillow's business model.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence1 hit
65
The slide uses a 'Super App' ecosystem diagram to illustrate the vision, which is then undermined by the bulleted critique.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
25
The slide uses a 3-set Venn diagram to categorize states based on three criteria: high-need districts, high-need students, and reliance on ESSER funding.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a causal chain diagram to illustrate the link between ESSER funding expiration and job losses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
50
The slide uses a timeline diagram from the company's own investor presentation to highlight that the 'AI-powered' features are in the 2024-2026 horizon, contradicting the immediate TAM expansion narrative.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
39
Uses a before-after framing to highlight a contradiction in management's narrative.Boot Barn Holdings, Inc. (BOOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
24
Uses a 'before-after' comparison to highlight a specific strategic omission.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
27
The table highlights a shift from high deal velocity (2000-2014) to low velocity (2021-2022).Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
70
Uses a flow-chart style to imply a Ponzi-like structure.Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit