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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 11,311-11,340
Pages 3,225
Rows per page 30
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18 30 60

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11,311-11,340 of 96,741

filter-aware
66
The slide uses legal documentation and a specific list of unapproved change orders to argue that Limbach's reported earnings/cash flow may be overstated due to uncollectible receivables.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
69
The slide uses a 'villain' framing (Limbach) vs 'hero' peers (FIX, EME) to argue for a lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
74
The slide uses a 'red-lining' technique to emphasize the competitive threat posed by PE-backed platforms.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
75
Includes quotes from industry experts and a comparison table of technical factors.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline2 hits
81
Uses a table and a pie chart to demonstrate unanimous 'Buy' ratings from the sell-side.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller 2 hits
10
Uses a direct quote from a legal motion to frame the company's defensive legal strategy as an admission of material weakness.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
13
Includes a direct quote from a regulatory consultant to emphasize the severity of the risk.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
18
The slide uses direct excerpts from an FDA warning letter to build a case against the company's product safety and transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
19
Uses direct excerpts from an FDA Warning Letter to substantiate claims of regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
20
Uses direct quotes from an official regulatory document to build a case of negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal2 hits
21
The slide uses whistleblower testimony (FE 3) to contradict company claims regarding the device's real-time monitoring capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
28
The slide uses red text to emphasize the sequential list of limitations (First, Second, etc.) within the quoted text.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
31
Uses red boxes to highlight the specific data points being contrasted.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
34
The slide highlights specific text in red to emphasize the FDA's finding of miscalculation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
36
Uses a direct quote from an earnings call to frame a 'new news' event as a material threat.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
37
The slide uses a mix of news snippets and clinical study results to demonstrate that competitors have already achieved FDA clearance and multi-sensor capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline2 hits
41
The slide uses direct quotes from an FDA Form 483 to build a case of regulatory negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
42
Uses direct quotes from a legal complaint to build a case of corporate misconduct.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
45
The slide uses direct quotes from interviews to undermine the company's defense regarding their product safety and reporting obligations.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
50
Uses a 'before-after' or 'contradiction' structure to undermine corporate claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
53
The slide uses a 'before-after' or 'contradiction' framing to highlight a discrepancy between management narrative and actual headcount distribution.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
54
Uses a 'guilt by association' framework by linking iRhythm's vendor (Techindia) to a prior legal settlement involving the same vendor.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement2 hits
62
The slide uses a survey of 100 cardiologists to undermine the value proposition of the company's automated reporting service.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
65
Uses a direct quote from an earnings call to highlight a perceived contradiction in management's market sizing narrative.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal2 hits
77
Uses a calculation bridge to isolate core revenue growth by stripping out PCP contributions.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
78
The slide uses red highlighting in the table to draw attention to unfavorable trends in 2023 and 2024.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
79
Uses a combination of regulatory precedent (HHS) and employee testimony (Glassdoor) to build a case for potential fraud.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
81
Uses a 'villain critique' style to contrast management claims with actual performance data.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
82
Uses a table to contrast historical management claims with subsequent outcomes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits
85
Uses red 'X' and flag icons to signify negative disclosure trends.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction2 hits