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Matching slides 96,741
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11,161-11,190 of 96,741
102
Includes a direct quote from Intuit's FY 2024 10-K as supporting evidence.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
104
Uses a combination of financial disclosure tables and qualitative argument to challenge management's accounting estimates.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
115
The slide argues that Intuit's current valuation is unjustifiably high given the consensus for slowing revenue growth.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
122
The slide uses S&P Capital IQ data to compare Intuit's valuation multiples against specific peers (TTGT, HUBS, Klaviyo) to justify a valuation discount.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
124
The slide uses a bearish SOTP model to argue for a valuation de-rating.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 2 hits
01
The slide uses a magnifying glass visual to emphasize the '25% MANAGEMENT FEE' text on an insurance policy document.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Setup2 hits
21
Uses red boxes to highlight specific data points (2002/2003 stress and 2024 stress) and red arrows to link them to external news clippings.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
22
The slide uses a combination of qualitative commentary and quantitative financial data to expose the failure of sell-side analysts to anticipate management fee reductions.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
26
The slide uses a table from a 2020 proxy statement to highlight the committee's existence and subsequent removal, supported by a footnote indicating it had not met for years.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
34
Uses a candlestick-style chart to show quarterly P/E ratio volatility.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade2 hits
35
The slide uses a valuation bridge approach to justify a 35-55% downside by applying peer-comparable P/E multiples to 2025E EPS.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · SolutionLoop · So What Cascade2 hits
17
Includes a detailed segment results table and a specific callout on the WFG distribution model.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
24
Uses red boxes to highlight the contradiction between marketing claims and actual performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment2 hits
34
Uses red callout boxes to highlight specific manipulative tactics identified by the activist.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
40
The slide uses a red callout box to emphasize the psychological impact of the militaristic branding.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster2 hits
44
The slide uses a '7-Day Standard' checklist and a 'System Development by Partner Type' timeline to illustrate the recruitment-focused sales process.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
50
Includes a pyramid diagram illustrating the settlement terms.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
51
The slide uses a red-bordered callout to emphasize the contradiction between the subject's current leadership role and his past regulatory violations.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
54
Uses timeline visualizations to show employment history of two specific individuals.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
61
The slide uses a red box callout to emphasize the IUL dominance. The chart shows a clear CAGR of 8% over the period.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
63
This slide serves as a foundational definition for the activist report, explaining the product mechanics before critiquing them.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
64
The slide uses a grid layout to present four distinct problem areas regarding IULs.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
72
Includes screenshots of YouTube videos and Reddit threads questioning WFG's legitimacy.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
74
The slide uses two line charts to contrast performance metrics.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller 2 hits
76
The slide uses a table to list broker ratings and a pie chart to show the distribution of those ratings.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory2 hits
14
Uses a timeline-style visual to highlight the break in historical pattern.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
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 Inaction2 hits
17
The slide uses a comparison framework to argue against the company's 'all prostates' vision.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
19
The slide uses a two-column comparison structure to categorize factors influencing BPH treatment decisions.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
21
The slide uses a combination of a data table and narrative callouts to debunk a specific bear case regarding MIST durability.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 2 hits