Matching slides 23,622
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117
The slide uses a classic Up-C structure diagram to illustrate the dual-class share structure and the relationship between Topco LLC, Holdings LLC, and PowerSchool Holdings, Inc.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
79
Includes a timeline of corporate history and a map of locations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
The slide uses a timeline to frame Zebra's narrative of evolution into a 'solutions provider', with a red circle highlighting a specific product milestone.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
32
Uses a 'before-after' style comparison of corporate disclosures and analyst Q&A to suggest management is downplaying RFID performance.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
09
The slide uses a custom organizational diagram to explain the reciprocal insurer structure.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Evidence1 hit
30
The slide uses a 'villain' framing by contrasting WFG's internal materials with the definition of a 'legitimate MLM program'.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
50
Includes a pyramid diagram illustrating the settlement terms.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
The slide establishes the medical context for the activist thesis, specifically positioning Procept's product as a 'resective' procedure for serious cases.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
17
Uses a before-after comparison to highlight a change in data sources and TAM figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
26
Uses a timeline-style visual to show the reduction in disclosure detail over time.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
Uses a circular diagram to imply a closed-loop financial relationship.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
38
Uses a visual comparison of two payment flows to illustrate the accounting maneuver.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
39
Uses a flow diagram and a table to illustrate circular/related-party capital flows.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
41
The slide uses a flow diagram and a summary table to illustrate the circular flow of funds.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
38
Uses a hub-and-spoke diagram to show feature overlap; red checkmarks added by the activist to emphasize the critique.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
44
Includes a process diagram from the IPO prospectus with a red box highlight added by the activist.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 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
46
Includes a process flow diagram illustrating yield losses at different stages of production.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
Uses red arrows to visually connect the disappearance of data points across different time periods.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
The slide maps specific machine models (MAGICS, ABICS, MATRICS, ACTIS) to their respective manufacturing process steps.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a red callout box to highlight the contradiction of splitting up interdependent businesses.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
07
The organizational chart is intentionally rendered at a scale that makes individual entities unreadable, reinforcing the 'complexity' narrative.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
17
The slide uses a 'before-after' framing to contrast past promises with current reality.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses a visual equation (Foundry + Downstream Value) to explain the business model.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Includes a process diagram showing the progression from hERG block to Torsades de Pointes.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
242
The slide uses a CONSORT-style flow diagram to illustrate patient attrition in a clinical trial.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
08
The diagram maps personal affiliations (founders/directors) to corporate entities and their advisory or subsidiary relationships.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
44
The slide uses a circular flow diagram to illustrate a potential round-robin financial arrangement.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
45
The slide uses a diagram to illustrate cash vs non-cash movements in a transaction, followed by a critique of the accounting treatment and legal compliance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
14
The slide uses a network diagram to visualize the connections between Matthias Bolliger and several USM-branded entities.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit