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15
Uses a news clipping and FDA regulatory data to build a bearish thesis.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
20
Uses legal excerpts from California, Kansas, and Nevada to support the thesis of regulatory non-compliance.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Uses a side-by-side comparison to highlight a contradiction in corporate filings.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
27
The slide uses red underlines to highlight specific incriminating text in the source documents.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
29
The table shows a high volume of entities with varying ownership structures, contradicting the narrative of centralized management by only two physicians.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
33
Includes a screenshot of the header of California Senate Bill 642.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
37
Uses a 'bingo card' joke to undermine the CEO's credibility.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
45
Uses AUA guidelines as a benchmark to critique HIMS's clinical practices.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
51
Uses screenshots of browser developer tools to prove data exfiltration to Facebook and Snap.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
53
The slide uses a collage of marketing materials to frame the company's strategy as superficial.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
63
Includes a direct quote from the CFO used to expose a contradiction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
64
The slide uses a red box to highlight the 'Estimated Average Annual Savings' column, emphasizing the price disparity.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
68
The slide uses a table for HIMS vs Ro growth metrics and a line chart for HIMS vs GoodRx historical unique visitors.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
69
Uses direct quotes to undermine the company's value proposition.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
72
Uses red callout boxes to highlight the core thesis of the contradiction.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
73
Uses a table to contrast historical quotes against a timeline to expose management inconsistency.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
32
Uses a peer quote to contradict the company's outdated 'Well Diversified' narrative.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
38
Uses red arrows to visually highlight the removal of specific data points and sources.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence2 hits
44
Uses a combination of a stock chart with annotations and a press release screenshot to establish a negative association.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
47
Uses a 'before-after' or 'evidence-matrix' style to link official filings with anecdotal employee evidence.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
49
The slide uses a red callout box to highlight the core accusation of non-standard accounting practices.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal2 hits
54
Uses a table to list specific executives and their regional titles to prove the company tracks geographic performance internally.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
56
Uses a 'preempt_rebuttal' style layout to directly refute specific analyst claims from Needham and Barclays.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
57
Includes a table of implied revenue and growth metrics alongside a table of management statements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
58
Uses a red strikethrough to visually emphasize the change in terminology between reporting periods.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
62
Uses a red arrow to visually highlight the removal of 'Audit Bureau of Circulations' from the 2022 disclosure compared to 2021.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
68
Uses a red callout box to highlight the contradiction between public messaging and underlying financial/operational reality.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
72
Uses red boxes to highlight specific line items (Gross Profit, Operating Profit) in financial tables to draw attention to the decline.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
76
The slide uses a pro-forma table to demonstrate how a $2.8M expense adjustment reconciles the reported $0.18 EPS to the consensus $0.14 EPS.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
86
The slide uses a red flag icon to emphasize the bearish thesis.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits