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Callout
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Matching slides 96,741
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11,281-11,310 of 96,741
21
The slide uses a 'guilt by association' narrative, connecting the current Tempus Audit Committee members to past governance failures at another company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
22
The slide uses a 'guilt by association' narrative, focusing on the timing of Barris's departure relative to the disclosure of financial irregularities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
25
The slide uses a combination of SEC filing screenshots and a stacked bar chart to highlight the discrepancy between the company's branding and its actual revenue composition.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster2 hits
27
Uses a before-and-after comparison of software screenshots to expose a product flaw.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster2 hits
34
The slide uses a red-bordered callout box to highlight the core thesis and a table to provide chronological evidence of the relationship's decline.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
35
Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
38
Uses a visual comparison of two payment flows to illustrate the accounting maneuver.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
41
The slide uses a flow diagram and a summary table to illustrate the circular flow of funds.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg2 hits
43
The slide uses a 'cookie jar' metaphor to describe the accounting practice.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment2 hits
50
Uses a 'bridge' logic to show that core business is declining despite headline revenue growth.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
51
The slide uses a table to highlight the shrinking percentage of long-term deferred revenue relative to total deferred revenue.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
54
The slide uses a combination of narrative text and a financial table to argue that the company is reducing its cloud storage usage.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
57
The slide highlights a valuation anomaly (low EV/Sales multiple) for Ambry Genetics compared to peers like Exact Science, Veracyte, and GeneDx.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
58
The slide highlights a specific code (81479) as an outlier in a table of top 10 codes, using it to frame a narrative of potential fraud or aggressive billing practices.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
59
The slide uses a combination of bar charts and callout metrics to show the correlation between CPT code usage and financial performance.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
61
Uses a press release screenshot to highlight the company's own marketing language as the sole basis for their 'breakthrough' claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
62
The slide uses a yellow callout box to frame the study as a self-serving validation tool for the company's commercial strategy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
64
The slide uses a yellow callout box to frame the argument against the company's policy.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap2 hits
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap2 hits
23
The slide uses SEC press release excerpts and proxy statement data to establish a pattern of poor governance oversight by a current director.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
27
The slide uses excerpts from legal filings to substantiate claims of corporate wrongdoing and executive liability.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
38
Uses a table to reconstruct revenue impact and contrasts it with a quote from the company's 10-K.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
40
The slide uses a red highlight to emphasize the absence of the disclosure in the most recent period.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
41
Uses red-line emphasis to highlight management's claims of 'recurring revenue' against the author's thesis.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
43
The slide uses a red box to emphasize the Q1'25 data point as a negative indicator.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
45
The slide uses red boxes to emphasize the specific data points that were previously disclosed but are now omitted.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
51
Uses red boxes to highlight removed disclosures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
52
The slide uses a table to contrast the limited metrics provided against the lack of granular detail.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
57
The slide uses a calculation to derive the implied fixed-price revenue in the ODR segment and contrasts it with the company's stated segment definitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
59
The slide uses a 'before' table and a 'current' narrative to demonstrate a reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits