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Matching slides 96,741
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10,891-10,920 of 96,741
76
The slide uses a table to contrast past aggressive expansion claims with recent conservative guidance, followed by a critique of the company's definition of 'category'.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
78
Uses red boxes to highlight specific markets (UK, Indonesia) that contradict HIMS' growth narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
79
Uses a table to show stagnant wholesale revenue and a quote-based comparison to expose management's changing narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
81
Uses red underlining on source text to emphasize regulatory non-compliance risks.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
86
Uses a 'before-after' or 'claim-vs-reality' structure to expose management's narrative.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
88
Includes a CEO quote to highlight the early-stage churn problem.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
92
The slide uses a table to demonstrate that adjusted CAC is higher and less stable than reported figures suggest.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
104
The slide uses the term 'Stock Promoter' to refer to sell-side analysts, framing them as biased.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
17
Uses a 'CEO Quote Contradiction' framework to highlight the gap between corporate narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
18
Uses a 'Spruce Point Question' vs 'Former Xylem Executive Response' format to highlight operational dysfunction.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
21
The slide uses a red callout box to frame the data as evidence of failing digital ambitions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
24
The slide uses a Q&A format to highlight internal operational failures.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
27
The slide uses a red box to highlight the Q1 2023 inventory metric and a callout box to emphasize it as an all-time annual high.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
29
The slide uses a direct quote from Xylem's 2022 Annual Report to frame the cash flow quality as suspicious.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
31
Uses a combination of official SEC documentation and a primary source interview to build a case against the acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
35
Includes annotations like '??' and red boxes highlighting specific line items in financial tables.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
40
Uses color-coded highlighting (yellow for added, red for omitted, green for replaced) to emphasize the changes.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
47
Uses a 'before-after' or 'contradiction' structure to highlight the gap between management narrative and operational reality.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
61
Highlights the contrast between detailed Q1 reporting and vague Q2 reporting post-acquisition.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
62
Uses a red arrow to visually connect the calculated full-quarter estimate to the market estimate table.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
63
Uses red boxes to highlight specific financial figures and the 'No Guidance?' conclusion.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
67
The slide uses a red box callout to highlight the specific line item in the financial table that is being challenged.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
69
The slide uses a red arrow to visually link the $432M figure in the table to the $322M disclosure at the bottom.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
75
The slide uses a red callout box to highlight the activist's critique and a yellow highlight in the quote to emphasize the specific accounting exclusions.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
82
The slide uses a classic activist short-thesis structure: a bold thesis statement, a quantitative valuation bridge/table, and a list of supporting qualitative arguments.Xylem Inc. (XYL) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
20
Uses screenshots of past investor materials to contrast with current lack of leadership.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter2 hits
32
The slide uses a quote from a 10-K to point out a discrepancy or strategic shift in how the company frames its competitive landscape.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
62
The slide uses a red callout box to highlight the lack of clawback enforcement, contrasting it with the company's stated policy.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits
66
The slide uses a table to contrast historical customer growth with the lack of churn reporting, juxtaposed against recent management quotes acknowledging churn as a focus area.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits
67
Uses a 'before-after' comparison of disclosure practices to argue for lack of transparency.Rollins Inc. (ROL) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Quick Win Big Bet2 hits