slides · global inventory
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Matching slides 96,741
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11,221-11,250 of 96,741
45
The slide uses a callout box to frame the narrative against the company's own presentation of backlog growth.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
47
Uses a red arrow to highlight the margin discrepancy between the two presentations.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
49
The slide uses screenshots of official legal documents to substantiate the claim of regulatory issues.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Loop · Analogy2 hits
51
The slide highlights LSP's lack of competitiveness in recent Texas DOT projects, specifically calling out Texas Materials Group and Knife River Corp.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
The slide uses red boxes to highlight Overland's higher bids compared to Cummins in four specific project examples.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller 2 hits
60
The slide uses a table to list analyst ratings and a pie chart to visualize the 50/50 split between Buy and Neutral ratings.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
62
The table highlights that ROAD's valuation multiples (EV/EBITDA) are significantly higher than the peer group averages.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
70
The slide uses a 'valuation_table' to justify a short thesis, contrasting quantitative downside scenarios with qualitative 'Factors Why ROAD's Valuation Should Compress'.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
13
The slide uses a table to contrast the growth in receivables against the stagnant/declining allowance for credit losses.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
15
The slide uses a side-by-side comparison of disclosure language to suggest a shift in accounting presentation.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
18
The slide uses a combination of narrative critique and a financial table to highlight discrepancies in the acquisition's value and asset composition.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
21
Uses a table to highlight negative YoY growth and declining delivery ratios as evidence of management friction or project delays.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown2 hits
35
The slide uses a 'villain' framing technique to discredit the executive.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
39
The slide uses a pie chart to emphasize the unanimity of the 'Buy' ratings.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
43
The slide uses a standard valuation bridge format to derive equity value and share price from enterprise value, highlighting a significant downside percentage.Dycom Industries, Inc. (DY) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
20
The slide uses external citations (CryptoSlate, VanEck, Sensor Tower, Chainalysis) to build a bearish case against traditional remittance players.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
41
The slide uses red highlighting to emphasize negative outlooks on industry profitability and green highlighting for a positive assessment of Remitly's quality.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
42
The slide uses a table to compare 2023 and 2024 financial metrics related to credit facility usage, with red callout boxes highlighting aggressive growth.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
43
Uses a comparison table to highlight the discrepancy between official risk disclosures and anecdotal evidence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
44
Uses a combination of a pull-quote from a former employee and excerpts from regulatory documents to build a case of negligence.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
46
The slide uses a peer benchmark table to highlight a negative outlier in compensation.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
56
Uses LinkedIn employee data to estimate support headcount for Remitly and compares it against Wise's reported figures.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
57
The slide uses Apptopia screenshots to contrast the performance of two competitors.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
74
Uses a comparison frame to highlight a lack of transparency in Remitly's financial reporting compared to a peer.Remitly Global, Inc. (RELY) · Spruce Point Capital Management
Activist deck Short seller 2 hits
14
The slide uses a red box to highlight the specific change in risk disclosure priority.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal2 hits
29
Highlights 2024 data in red to emphasize increasing intensity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
34
The slide highlights a discrepancy between the company's purchase commitment data and analyst revenue forecasts.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
38
The slide uses a 'before' (2022 text excerpt) and 'after' (2023 data table) comparison to highlight a lack of transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
40
The slide uses a 'questioning' tone to highlight a potential operational inefficiency or accounting anomaly.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits
41
Uses direct quotes from SEC filings to contrast current disclosures with 2022.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal2 hits