slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 10,711-10,740
Pages 3,225
Rows per page 30
Component
10,711-10,740 of 96,741
35
Uses a red flag icon to signal a warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy2 hits
38
The slide uses a red flag icon to signal a warning about earnings quality.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy2 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 · Analogy2 hits
40
Uses a red flag icon to highlight the contradiction between CEO statements and actual financial data.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy2 hits
43
The slide uses a waterfall-style logic to adjust reported revenue growth for one-time items.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
44
Includes specific client-level data and methodology for revenue impact estimation.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
45
The slide uses a dual-axis chart to correlate benefit maturity (bars) with utilization rates (dots).Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
48
Uses a red flag icon to highlight the contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
54
The slide uses a red box to highlight the 'Differentiation' row and a red arrow to point from the competitors to the bottom summary text.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
57
Uses direct quotes from a Tegus interview to undermine the company's value proposition.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
59
Includes a red box highlight on both the chart and the table to emphasize the post-2022 period.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ClimaxLoop · Cost Of Inaction2 hits
61
Uses a split-panel comparison structure with qualitative expert quotes to validate the strategic positioning of both firms.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
62
Uses a comparison frame to contrast two competitors in the fertility/women's health space.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
63
The slide uses a table format to present qualitative evidence (expert testimony) supporting the thesis that Progyny's moat is thin.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
64
Uses expert interview excerpts to build a bearish thesis on PGNY's competitive moat.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 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 Breakdown2 hits
70
Uses a comparison table to highlight the disparity between PGNY clients and the US general workforce.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
72
Uses red callouts and arrows to highlight specific management quotes and data discrepancies.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
73
The slide uses a red flag icon to signal a warning or contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
74
Includes a red box highlighting the 'Miscarriage Rate' row in the table and a red underline in the Milliman report excerpt.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 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 Breakdown2 hits
77
The slide uses a 'red flag' icon to emphasize the negative nature of the findings.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
78
Includes a red flag callout and a footer source citation.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
80
Uses a 'before-after' style contradiction framework to highlight the gap between company claims and reality.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
81
Uses a red-box callout to highlight the specific claim being debunked and a data table to provide the counter-evidence.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
85
Uses a red flag icon to signal a warning/critique.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
87
The slide uses a comparison table and bulleted arguments to challenge the company's clinical strategy.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
88
The slide uses a red flag icon to signal a warning or 'red flag' issue.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
89
Uses academic citations to refute company marketing claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits
92
The slide uses academic citations to challenge the company's core value proposition and business model.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ResolutionLoop · Mece Breakdown2 hits